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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