October 2021 Financial Asset Roundup
Here are my current financial assets as of the market close on October 12th, 2021:
Asset | Sep 2021 | Oct 2021 | Change |
|
|
|
|
Checking | 3,562 | 2,507 | -1,055 |
Money Market | 130,618 | 131,656 | 1,038 |
Savings Bonds | 191,756 | 192,162 | 406 |
Treasury Bills | 0 | 0 | 0 |
CDs | 31,887 | 31,977 | 90 |
Brokerage | 286,758 | 294,669 | 7,911 |
401k | 410,343 | 401,936 | -8,407 |
Roth IRA | 252,951 | 246,470 | -6,481 |
SEP IRA | 1,170,929 | 1,152,133 | -18,796 |
529 Savings | 182,619 | 180,739 | -1,880 |
Total Assets | $2,661,423 | $2,634,249 | -$27,174 |
-1.02% |
The S&P 500 pulled back a bit, falling 2.42% (+15.83% YTD) since the last update:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for September fell to 4.8%, with a disappointing 194,000 jobs added. Oil prices rose to the $80 level, which translates to a local regular unleaded gasoline price of $3.09 at my last fill-up.
On the financial front, it was more "slow & steady": 401k transactions, a monthly Vanguard VTI brokerage purchase, and a pending distribution from my S Corp.
Once again, my monthly update is happening on the same day that the September 2021 CPI-U numbers came out. Stay tuned for a follow-up on of the impact for Series I savings bonds.
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