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, it 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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