May 2007 Financial Asset Roundup
Asset | Apr 2007 | May 2007 | Change |
Checking | 489 | 256 | -233 |
Money Market | 36,321 | 27,584 | -8,737 |
Savings Bonds | 4,509 | 4,526 | 17 |
Treasury Bills | 0 | 17,000 | 17,000 |
CDs | 57,515 | 57,743 | 228 |
Brokerage | 91,275 | 93,886 | 2,611 |
401k | 98,431 | 101,992 | 3,561 |
Roth IRA | 32,613 | 33,527 | 914 |
SEP IRA | 162,629 | 167,711 | 5,082 |
529 Savings | 33,419 | 34,755 | 1,336 |
Total Assets | $517,201 | $538,980 | +$21,779 (4.2%) |
Work, family obligations, and spending the bulk of my spare time on a minor bathroom remodel have really taken a huge bite out of my blogging time lately. Despite having my finances primarily on auto pilot since the last update, I still managed a nice gain since that time.
My gains over the past month can be attributed to an additional equity distribution from my S Corp's 2006 profits combined with another nice boost from the stock market (S&P 500 index was up almost 4%):
(chart courtesy of msn.com)
My only financial move of note was a folly-ridden purchase of 1 month T-Bills two weeks ago. My goals over the next month primarily focus on making a final 2006 equity distribution from my S Corp and then start working on my 2007 SEP IRA contributions. Baby steps...
Labels: finance