February 2022 Financial Asset Roundup
Here are my current financial assets as of the market close on February 10th, 2022:
Asset | Jan 2022 | Feb 2022 | Change |
|
|
|
|
Checking | 4,962 | 2,888 | -2,074 |
Money Market | 138,665 | 137,723 | -942 |
Savings Bonds | 194,151 | 204,914 | 10,763 |
Treasury Bills | 0 | 0 | 0 |
CDs | 42,260 | 42,363 | 103 |
Brokerage | 293,858 | 277,978 | -15,880 |
401k | 425,822 | 420,295 | -5,527 |
Roth IRA | 253,949 | 247,752 | -6,197 |
SEP IRA | 1,170,370 | 1,131,699 | -38,671 |
529 Savings | 176,005 | 172,985 | -3,020 |
Total Assets | $2,700,042 | $2,638,597 | -$61,445 |
-2.28% |
The S&P 500 has continued to backslide, falling 3.56% (-5.50% YTD) since the last update:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for January rose slightly to 4.0%, with a surprisingly strong 467,000 jobs added in spite of the COVID-19 Omicron variant surge. Oil prices climbed to the $91 level (from $79), which translates to a local regular unleaded gasoline price of $3.29 at my last fill-up. The rise in energy prices also helped inflation surge 7.5% on an annual basis, the highest since 1982.
On the financial front, I continue to make my typical 401k transactions, a Vanguard VTI brokerage purchase, as well as a distribution from my S Corp. And in light of the current inflation environment, I also maxed out a 2022 Series I savings bond purchase in late January.
As for the non-financial, I'm looking to put the COVID surge and 24" of snow the blizzard dumped on us two weeks ago behind us and move on to a more "normal" spring. I just have to deal with 2021 tax returns and Roth IRA contributions first. :)
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