Picking up Nickels

Thursday, February 11, 2021

February 2021 Financial Asset Roundup

Here are my current financial assets as of the market close on February 10th, 2021:

Asset Jan 2021 Feb 2021 Change




Checking 2,810 3,151 341
Money Market 84,054 104,300 20,246
Savings Bonds 174,552 174,753 201
Treasury Bills 0 0 0
CDs 66,745 46,511 -20,234
Brokerage 210,563 215,274 4,711
401k 337,566 351,969 14,403
Roth IRA 220,206 226,864 6,658
SEP IRA 1,058,036 1,094,589 36,553
529 Savings 186,824 183,119 -3,705
Total Assets $2,341,356 $2,400,530 $59,174
      2.53%

On the heels of a new POTUS taking office and a $1.9 trillion Covid-19 economic package being proposed, the S&P 500 has continued to rise, up 2.90% since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for January fell to 6.3%, with an anemic 49,000 jobs added last month. Oil prices continued rising to the $58 level, which translates to a local regular unleaded gasoline price of $2.29 at my last fill-up.

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from January 2021. I'm also sad to say that my Penfed 5% APY 10 year CD finally matured with no compelling replacements in sight. I did finalized my final 2020 solo 401k retirement plan contribution now that my S Corp tax returns are done and have started work on my 2020 personal returns and Roth IRA contribution.

As for the non-financial, seeing elderly relatives get their first doses of COVID-19 vaccines has been wonderful. I look forward to the day when anyone who wants to be vaccinated can do so with ease and am hopeful that we'll see some semblance of normalcy before the end of 2021.