May 2018 Financial Asset Roundup
Here are my current financial assets as of the market close on May 10th, 2018:
Asset | Apr 2018 |
May 2018 |
Change |
Checking | 216 | 954 | 738 |
Money Market | 60,664 | 59,351 | -1,313 |
Savings Bonds | 153,537 | 153,860 | 323 |
Treasury Bills | 0 | 0 | 0 |
CDs | 42,363 | 42,478 | 115 |
Brokerage | 151,373 | 155,277 | 3,904 |
401k | 174,174 | 176,709 | 2,535 |
Roth IRA | 151,064 | 153,890 | 2,826 |
SEP IRA | 724,160 | 743,198 | 19,038 |
529 Savings | 174,147 | 175,463 | 1,316 |
|
|
|
|
Total Assets | $1,631,698 | $1,661,180 | $29,482 |
|
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1.81% |
We've had a bit of an uptick since the last update, with the S&P 500 rising 2.49% during that time:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for April fell to 3.9% with 164,000 jobs created (the lowest rate since December 2000). Oil prices have continued to rise to the $71 level (up from $66), with prices potentially headed considerably higher courtesy of the POTUS opting out of the Iran nuclear deal.
On the financial front, May has been a slow month. I've been pleased with my recently-opened Fidelity solo 401k plan, although I am a bit surprised that I have to actually mail in my contributions instead of doing so electronically. I do like the ability to be able to make both employee and employer profit-sharing contributions, which was not possible with the my longtime Vanguard SEP IRA.
As for the non-financial, the big thing on the agenda is that my oldest child will be graduating from high school in less than a month! It's amazing how quickly the first eighteen years have passed.