Picking up Nickels

Wednesday, November 11, 2015

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

Links to this post:

Create a Link

<< Home