October 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on October 12th, 2015:
Asset | Sep 2015 |
Oct 2015 |
Change |
Checking | 849 | 3,002 | 2,153 |
Money Market | 57,821 | 65,146 | 7,325 |
Savings Bonds | 95,505 | 95,638 | 133 |
Treasury Bills | 0 | 0 | 0 |
CDs | 46,380 | 46,490 | 110 |
Brokerage | 123,170 | 119,999 | -3,171 |
401k | 125,852 | 130,456 | 4,604 |
Roth IRA | 97,163 | 105,667 | 8,504 |
SEP IRA | 494,247 | 505,125 | 10,878 |
529 Savings | 123,087 | 126,008 | 2,921 |
|
|
|
|
Total Assets | $1,164,074 | $1,197,531 | $33,457 |
|
|
2.87% |
The S&P 500 has been a bit volatile since the last update, although it is currently up 3.34% during that time:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for September remained at 5.1%, although the 142,000 jobs added was considered weak . Oil prices have continued to rise slightly to the $47 level, yet I've seen local gasoline prices fall a few cents to the $2.03 per gallon I most recently paid.
On the financial front, Mrs. Frugalson and I made our 2015 Roth IRA contributions and I also took a distribution from my S Corporation. I have a Penfed 1.21% APY 1 year CD maturing soon, which will likely be put toward a Series I savings bond purchase. The September CPI-U inflation numbers are also due out on Thursday, although it is pretty much a lock that the best option is to wait until November to by the savings bonds.
On the non-financial front, it's been nice not having any near term plans to have contractors doing work on the house. I have a few small DIY things I'd like to get done before the cold weather comes, but I can at least work on those with a low budget at my own leisure. :)
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