Picking up Nickels

Tuesday, June 11, 2024

June 2024 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2024:

Asset May 2024 Jun 2024 Change




Checking 2,984 1,299 -1,685
Money Market 66,878 75,979 9,101
Savings Bonds 240,434 241,199 765
Treasurys 90,000 90,000 0
CDs 50,957 51,138 181
Brokerage 406,390 426,353 19,963
401k 381,078 393,495 12,417
Roth IRA 297,224 301,344 4,120
IRA 1,442,706 1,458,881 16,175
529 Savings 175,352 176,539 1,187
Total Assets $3,154,003 $3,216,227 $62,224
      1.97 %

The S&P 500 has hit another all-time high, rising 2.64% (+12.39% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for May rose to 4.0%, the first time it's hit 4% since January 2022. A hotter than expected 272,000 new jobs were added, which may not be great news for interest rate cuts and cooling inflation data. Oil prices fell to the $77 level (from $79) despite OPEC+ extending production cuts. The $77 price translates to a local unleaded regular gasoline price of $3.29 at my last fill-up.

On the financial front, my assets have again hit an all-time high, surpassing the previous high from May 2024! I did the usual Fidelity 401k transaction (FSKAX) and Vanguard VTI purchase in my taxable brokerage account. My 13 week T-Bills (5.384%) matured and were rolled into new ones at 5.395%. I also took a distribution from my S Corp and made my initial Form 5500-EZ filing for my Solo 401k since my asset level at the end of 2023 hit $250k for the first time.

As for the non-financial, the school year is almost over and we're ready to enjoy the nice weather and a summer family vacation. It's interesting that our adult children still want to go on vacation with us, considering how lame I thought my parents were when I was their age. I guess paying for a nice hotel and good restaurants make enough of a difference these days. :)

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