November 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on November 10th, 2015:
Asset | Oct 2015 |
Nov 2015 |
Change |
Checking | 3,002 | 2,915 | -87 |
Money Market | 65,146 | 74,257 | 9,111 |
Savings Bonds | 95,638 | 95,684 | 46 |
Treasury Bills | 0 | 0 | 0 |
CDs | 46,490 | 36,477 | -10,013 |
Brokerage | 119,999 | 125,754 | 5,755 |
401k | 130,456 | 128,192 | -2,264 |
Roth IRA | 105,667 | 107,018 | 1,351 |
SEP IRA | 505,125 | 515,079 | 9,954 |
529 Savings | 126,008 | 127,196 | 1,188 |
|
|
|
|
Total Assets | $1,197,531 | $1,212,572 | $15,041 |
|
|
1.26% |
The S&P 500 has been on a nice run since the last update, up 3.19% during that time:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for October fell to 5.0%, with a strong 271,000 jobs added. Oil prices have fallen to the $43 level, with recent local gasoline ($1.99) and heating oil ($2.00) purchases right around the $2 per gallon level.
On the financial front, my Penfed 1.21% APY 1 year CD matured and I will be using most of that cash to max out my 2015 Series I savings Bond purchase limit before the end of the month.
On the non-financial front, my most recent mini project has been installing new Honeywell WiFi thermostats in my home. These thermostats require a common wire, so I did have to run a new thermostat wire for one of the zones and had to follow up the install with a little drywall patch and paint because the new thermostats are much smaller than the bulky seventeen year old units they replaced. They were a little pricey at ~$170 each, but that will be offset by the $100 rebate Mass Save is currently offering.
0 Comments:
Post a Comment
<< Home