Picking up Nickels

Thursday, March 11, 2021

March 2021 Financial Asset Roundup

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

Asset Feb 2021 Mar 2021 Change




Checking 3,151 4,441 1,290
Money Market 104,300 107,402 3,102
Savings Bonds 174,753 174,967 214
Treasury Bills 0 0 0
CDs 46,511 46,615 104
Brokerage 215,274 232,143 16,869
401k 351,969 353,282 1,313
Roth IRA 226,864 224,174 -2,690
SEP IRA 1,094,589 1,071,233 -23,356
529 Savings 183,119 180,847 -2,272
Total Assets $2,400,530 $2,395,104 -$5,426
      -0.23%

Even with the passage of a $1.9 trillion Covid-19 stimulus package yesterday, the S&P 500 has pulled back a bit, down 0.28% since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for February dropped slightly to 6.2%, with a surprising 379,000 jobs added last month. Oil prices continued to climb to the $65 level, which translates to a local regular unleaded gasoline price of $2.57 at my last fill-up.

On the financial front, the Alliant 1.85% APY 12 month CD I opened a year ago will be maturing soon and the 0.50% current rate for the same certificate isn't terribly appealing. I did take a distribution from my S Corp and need to make 2020 Roth IRA contributions for Mrs. Frugalson and myself soon since my 2020 personal tax returns are almost done.

As for the non-financial, it has been a great relief seeing some friends and family getting their second doses of COVID-19 vaccines. It will be amazing if the rest of us can have our turn over the next couple of months as vaccine supplies ramp up.

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