Picking up Nickels

Wednesday, October 12, 2016

October 2016 Financial Asset Roundup

Here are my current financial assets as of the market close on October 11th, 2016:


Asset Sep
2016
Oct
2016
Change
Checking 1,123 1,244 121
Money Market 82,348 82,260 -88
Savings Bonds 109,538 109,663 125
Treasury Bills 0 0 0
CDs 39,447 39,555 108
Brokerage 128,940 123,083 -5,857
401k 133,788 131,906 -1,882
Roth IRA 112,682 111,871 -811
SEP IRA 564,930 560,487 -4,443
529 Savings 142,986 143,297 311



Total Assets $1,315,782 $1,303,366 -$12,416
   
 
-0.94%


The S&P 500 continued to fall since the last update, dropping 1.03% during that time:

(chart courtesy of yahoo.com)

On the jobs front, the unemployment rate for September rose slightly to 5.0% with 156,000 new jobs were created. Oil prices have continued to rise to the $51 level as OPEC has agreed to production cuts.

On the financial front, it is almost time to decide on a Series I savings bond purchase. The September CPI-U inflation numbers are due out next week, and the data should validate the position that waiting until November to make the purchase is the way to go.

On the non-financial front, thankfully there isn't much to report. The weather is changing (A/C is off, heat is on) and I have been taking advantage of the cool Fall weather to try to get my lawn whipped into shape for next year. Winter is coming!

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