Picking up Nickels

Monday, May 13, 2013

May 2013 Financial Asset Roundup


Here are my current financial assets as of the market close on May 10th, 2013:


Asset Apr
2013
May
2013
Change
Checking 3,185 1,130 -2,055
Money Market 39,675 39,761 86
Savings Bonds 70,628 80,750 10,122
Treasury Bills 0 0 0
CDs 81,250 81,613 363
Brokerage 106,254 107,844 1,590
401k 116,586 122,689 6,103
Roth IRA 71,394 73,625 2,231
SEP IRA 368,532 377,302 8,770
529 Savings 82,512 85,244 2,732



Total Assets $940,016 $969,958 $29,942
   
 
3.19%

The S&P 500 once again touched all time highs over the past month, up 2.90% since the last update:

(chart courtesy of msn.com)

We've had a 1990's vibe so far in 2013 with the S&P 500 up almost 15% for the year.
On the jobs front, the unemployment rate for April fell for the fourth month in a row to 7.5% (once again the lowest since December 2008). Oil prices are up a bit (around $95 per barrel) and local gasoline prices appear to have remained somewhat flat.

On the financial front, it has been amazing to see my assets surpass their previous all time high from April, leaving me roughly 3% away from breaking the $1m asset level threshold. My monthly gain was buoyed by the equity distribution I took from my S Corp's 2012 profit which I used to buy my annual allocation of April 2013 issue Series I savings bonds at treasurydirect.gov.

As for the non-financial, there isn't too much to report. As the weather has gotten warmer, I've been trying to knock a few items off of my things to fix around the house list. :D

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