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.
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