Picking up Nickels

Tuesday, April 12, 2022

April 2022 Financial Asset Roundup

Here are my current financial assets as of the market close on April 11th, 2022:

Asset Mar 2022 Apr 2022 Change




Checking 2,455 3,479 1,024
Money Market 121,912 124,878 2,966
Savings Bonds 205,736 206,628 892
Treasury Bills 0 0 0
CDs 42,456 42,560 104
Brokerage 261,745 271,210 9,465
401k 395,030 411,228 16,198
Roth IRA 239,723 245,031 5,308
SEP IRA 1,109,543 1,110,568 1,025
529 Savings 171,546 168,949 -2,597
Total Assets $2,550,146 $2,584,531 $34,385
      1.35%

The S&P 500 has bounced back a bit, rising 3.59% (-7.42% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for March fell to a new pandemic low of 3.6%, with 431,000 new jobs added. The Federal Reserve announced the first rate hike since 2018, with more to follow in the coming months. Oil prices pulled back to the $98 level (from $107), which translates to a local regular unleaded gasoline price of $3.91 at my last fill-up.

On the financial front, I did the usual 401k transactions and a Vanguard VTI brokerage purchase. I've also been keeping an eye on Penfed's CD rates, which have been showing signs of life lately with the increase in inflation/interest rates. Today is also the day that the March 2022 CPI-U numbers come out, so I'll have to follow up with the impact on Series I savings bonds as well.

As for the non-financial, I'm still waiting on my CPA to make the final updates to my 2021 personal tax returns as the filing deadline approaches. It's always a good feeling when I can put that behind me and focus on the current year. :)

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