Picking up Nickels

Tuesday, June 13, 2017

June 2017 Financial Asset Roundup

Here are my current financial assets as of the market close on June 12th, 2017:


Asset May
2017
Jun
2017
Change
Checking 1,226 2,606 1,380
Money Market 66,564 63,105 -3,459
Savings Bonds 135,590 135,847 257
Treasury Bills 0 0 0
CDs 41,100 41,215 115
Brokerage 143,934 143,285 -649
401k 148,323 150,536 2,213
Roth IRA 130,547 132,389 1,842
SEP IRA 630,848 645,805 14,957
529 Savings 155,797 158,384 2,587



Total Assets $1,453,929 $1,473,172 $19,243
   
 
1.32%


The S&P 500 has continued to rise since the last update, up 1.24% during that time:

(chart courtesy of google.com)

On the jobs front, the unemployment rate for May fell to 4.3%, matching the low near the beginning of the post tech-bubble recession in May 2001. Oil prices have dropped a bit to the $46 level, which could signal continuing low gas prices for the summer driving season. It's amazing to me that the S&P 500 is up ~13.5% since the 2016 Presidential election on November 8th despite the many stumbles of President Trump. Despite the political turmoil, t has certainly been a nice time to be an investor!

On the financial front, my asset levels have reached an all-time high for the SEVENTH month in a row, breaking the previous high from May 2017. After a busy May, I anticipate all things financial will be pretty quiet for the foreseeable future. Then again, Penfed may come out with surprise CD deal any time now (then again, maybe not :p).

As for the non-financial, we're working on our second heat wave of the year and we finally have a non-green pool to swim in.The young Frugalsons will be done with school for the year next week, so we'll have a couple of tired and hungry teens to deal with over the next couple of months. Good times...

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