Picking up Nickels

Tuesday, June 11, 2019

June 2019 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2019:


Asset May
2019
Jun
2019
Change
Checking 1,661 1,841 180
Money Market 45,018 49,297 4,279
Savings Bonds 159,255 159,575 320
Treasury Bills 20,000 20,000 0
CDs 58,342 58,529 187
Brokerage 179,163 178,553 -610
401k 190,508 193,836 3,328
Roth IRA 162,348 162,992 644
SEP IRA 793,989 797,651 3,662
529 Savings 178,838 180,830 1,992



Total Assets $1,789,122 $1,803,104 $13,982
   
 
0.78%


The market is up slightly since the last update, with the S&P 500 rising 0.18% during that time:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for May remained at 3.6%, with a disappointing 75,000 new jobs created. Oil prices have pulled back considerably to the $54 level (down from $62), with very little impact on local unleaded regular gasoline prices to date.

On the financial front, my assets have hit another all-time high, slightly surpassing the previous high from May 2019. Once again I rolled my maturing 28 day T-Bills into new ones with an investment rate of 2.373% and will look to do so again next month as long as rates continue to be attractive. I also took a distribution from my S Corp and will likely pad my T-Bills a bit with some of the proceeds.

As for the non-financial, the school year is almost over for everyone, and it's time to think about a modest summer vacation. I'm not sure what that will be yet, but hopefully it will be casual and relaxing.