Picking up Nickels

Wednesday, February 11, 2015

February 2015 Financial Asset Roundup

Here are my current financial assets as of the market close on February 10th, 2015:


Asset Jan
2015
Feb
2015
Change
Checking 1,102 2,164 1,062
Money Market 58,336 48,693 -9,643
Savings Bonds 93,164 93,340 176
Treasury Bills 0 0 0
CDs 49,679 49,838 159
Brokerage 135,458 137,206 1,748
401k 129,374 134,184 4,810
Roth IRA 99,479 102,110 2,631
SEP IRA 482,116 493,787 11,671
529 Savings 115,944 118,059 2,115



Total Assets $1,164,652 $1,179,381 $14,729
   
 
1.26%


The S&P 500 is up again since the last update with continued volatility, rising 1.16% during that time:

(chart courtesy of yahoo.com)

On the jobs front, the unemployment rate for January rose slightly to 5.7%, although hiring was very strong with 257,000 new jobs created. Oil prices are up a bit from $47 to a whisker below $50, yet I've recently paid the lowest price for heating oil ($2.40/gal) since May 2010 and gasoline ($1.899/gal) since February 2009.

On the financial front, my assets have once again reached a new all time high, surpassing the previous high from November. I also used the remaining cash from my Penfed 3.5% APY 5 year CD that matured last month to make a mortgage prepayment due to a lack of better options for the money.

As for the non-financial, we are currently dealing with several feet of snow that the sky gods have blessed us with over the past 2.5 weeks and I'm hoping that the roof at the Frugalson compound is up to the task! I've also started the ball rolling on my 2014 S Corp tax returns and final 2014 SEP IRA contribution.

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