Picking up Nickels

Wednesday, March 11, 2015

March 2015 Financial Asset Roundup

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


Asset Feb
2015
Mar
2015
Change
Checking 2,164 1,309 -855
Money Market 48,693 52,851 4,158
Savings Bonds 93,340 93,507 167
Treasury Bills 0 0 0
CDs 49,838 49,966 128
Brokerage 137,206 132,175 -5,031
401k 134,184 132,922 -1,262
Roth IRA 102,110 101,211 -899
SEP IRA 493,787 497,510 3,723
529 Savings 118,059 118,643 584



Total Assets $1,179,381 $1,180,094 $713
   
 
0.06%


The S&P 500 has been volatile since the last update, falling 1.18% (despite hitting all time highs) during that time:

(chart courtesy of yahoo.com)

On the jobs front, the unemployment rate for February fell to 5.5% with strong hiring as 295,000 new jobs were created. Oil prices fell slightly from about $50 to almost $48.

On the financial front, my assets have once again reached a new all time high, barely surpassing the previous high from February despite the dip in the stock market. That was helped somewhat with my final 2014 SEP IRA contribution, which I took care of before my 2014 S Corp tax returns were filed. I also have a Penfed 3.5% APY 5 year CD from March 2010 maturing soon and may once again make a mortgage prepayment due to a lack of better options for the money. To compound matters, I also have some profit in my S Corp that I can use to take a distribution, so I have to find a home for that cash also (a nice problem to have).

As for the non-financial, I won a Microsoft Surface 2 tablet via a winning game piece in a box of Kellogg's Frosted Flakes and it just arrived!

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