Picking up Nickels

Tuesday, November 12, 2019

November 2019 Financial Asset Roundup

Here are my current financial assets as of the market close on November 11th, 2019:


Asset Oct
2019
Nov
2019
Change
Checking 2,539 204 -2,335
Money Market 52,937 53,746 809
Savings Bonds 160,815 161,054 239
Treasury Bills 0 0 0
CDs 79,135 79,363 228
Brokerage 184,312 190,114 5,802
401k 204,955 219,026 14,071
Roth IRA 165,092 172,907 7,815
SEP IRA 809,686 840,527 30,841
529 Savings 184,891 186,655 1,764



Total Assets $1,844,362 $1,903,596 $59,234
   
 
3.21%


The market has hit all-time highs since the last update, with the S&P 500 rising 5.07% during that time:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for October rose to 3.6%, with 128,000 new jobs created. Oil prices recovered a bit to the $57 level, with a local unleaded regular gasoline price of $2.31 per gallon at my last fill up. Hopefully, signs that recession fears are easing will win the day.

On the financial front, my assets have again hit an all-time high, surpassing the previous high from July 2019. As the year closes out I plan on taking a final 2019 distribution from my S Corp and will adjust my payroll to try to max out my 2019 solo 401k employee contribution.

As for the non-financial, Thanksgiving is close and Christmas/New Year celebrations aren't far behind. I'm so not ready to shovel snow.