Picking up Nickels

Tuesday, October 13, 2015

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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