Picking up Nickels

Monday, June 13, 2016

June 2016 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2016:


Asset May
2016
Jun
2016
Change
Checking 1,741 3,117 1,376
Money Market 72,039 70,956 -1,083
Savings Bonds 108,962 109,079 117
Treasury Bills 0 0 0
CDs 39,009 39,119 110
Brokerage 127,140 124,834 -2,306
401k 126,434 126,186 -248
Roth IRA 107,257 107,782 525
SEP IRA 526,309 539,140 12,831
529 Savings 135,538 137,376 1,838



Total Assets $1,244,429 $1,257,589 $13,160
   
 
1.06%


The S&P 500 has increased slightly since the last update, rising 0.56% over that period:

(chart courtesy of yahoo.com)

On the jobs front, the unemployment rate for May fell to 4.7% from 5.0%, the lowest since August 2007. Of course, the bad news is that only 38,000 new jobs were created, which was the worst monthly job gain since 2010. Oil prices have continued to rise to the $48 level (up from $44), while local gasoline prices have remained somewhat stable.

On the financial front, my asset level has reached a new all time high for the second month in a row, besting the previous high from last month. I also made an initial 2016 SEP IRA contribution, which elevated my account balance a bit.

On the non-financial front, we're getting awfully close to the end of the school year. The pool is open, the sun has been shining, and the young Frugalsons are about ready for some R&R.

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