Picking up Nickels

Thursday, May 11, 2017

May 2017 Financial Asset Roundup

Here are my current financial assets as of the market close on May 10th, 2017:


Asset Apr
2017
May
2017
Change
Checking 1,705 1,226 -479
Money Market 61,079 66,564 5,485
Savings Bonds 130,331 135,590 5,259
Treasury Bills 0 0 0
CDs 40,216 41,100 884
Brokerage 139,653 143,934 4,281
401k 142,141 148,323 6,182
Roth IRA 127,500 130,547 3,047
SEP IRA 620,363 630,848 10,485
529 Savings 153,421 155,797 2,376



Total Assets $1,416,409 $1,453,929 $37,520
   
 
2.65%


The S&P 500 has been on a nice run since the last update, rising 1.80% during that time:

(chart courtesy of google.com)

On the jobs front, the unemployment rate for April fell to 4.4%, matching the previous low from May 2007. Oil prices have fallen back below the $50 level to $48, which apparently has OPEC saying "Please don't pump so much oil!".

On the financial front, my asset levels have reached an all-time high for the SIXTH month in a row, breaking the previous high from April 2017. I've had a lot of financial activity since the last update, starting with the maturing of a Penfed 1.51% APY 15 month CD and moving that cash into a Penfed 1.46% APY 15 month CD. I also added some more paper Series I savings bonds to my stash courtesy of my 2016 Federal personal tax refund. Finally I made my initial 2017 SEP IRA contribution and took a distribution from my S Corp since I've officially closed the books on 2016.

As for the non-financial, Spring has finally sprung around here. Things are turning green and we're getting our yard cleaned up in anticipation of warmer weather. The young Frugalsons will be done with their school year next month and we're another year closer to our oldest heading off to college and putting some of those 529 savings to use.

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