May 2019 Financial Asset Roundup
Here are my current financial assets as of the market close on May 10th, 2019:
Asset | Apr 2019 | May 2019 | Change |
Checking | 1,308 | 1,661 | 353 |
Money Market | 44,346 | 45,018 | 672 |
Savings Bonds | 156,523 | 159,255 | 2,732 |
Treasury Bills | 20,000 | 20,000 | 0 |
CDs | 58,163 | 58,342 | 179 |
Brokerage | 176,919 | 179,163 | 2,244 |
401k | 191,993 | 190,508 | -1,485 |
Roth IRA | 163,861 | 162,348 | -1,513 |
SEP IRA | 794,235 | 793,989 | -246 |
529 Savings | 178,640 | 178,838 | 198 |
| | | |
Total Assets | $1,785,988 | $1,789,122 | $3,134 |
| | 0.18% |
The market has given back some gains since the last update, with the S&P 500 down 0.24% during that time:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for April fell to 3.6% (the lowest since December 1969), with a surprisingly strong 263,000 new jobs created. Oil prices have pulled back a bit to the $62 level, which has translated locally to an unleaded regular gasoline price of $2.69 per gallon at my last fill-up. And unfortunately, the latest volley in the POTUS's ill-advised trade war with China shows that they are not so "easy to win" after all.
On the financial front, my assets have once again hit another all-time high, slightly surpassing the previous high from April 2019. I've continued to roll my maturing 28 day T-Bills into new ones with an investment rate of 2.434% and will look to do so again next month.
As for the non-financial, the eldest Frugalson just child finished up the first year of college and in the fall of 2020 we will have two college students in the house. It's amazing how fast the time has gone by.
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