May 2013 Financial Asset Roundup
Here are my current financial assets as of the market close on May 10th, 2013:
Asset | Apr 2013 | May 2013 | Change |
Checking | 3,185 | 1,130 | -2,055 |
Money Market | 39,675 | 39,761 | 86 |
Savings Bonds | 70,628 | 80,750 | 10,122 |
Treasury Bills | 0 | 0 | 0 |
CDs | 81,250 | 81,613 | 363 |
Brokerage | 106,254 | 107,844 | 1,590 |
401k | 116,586 | 122,689 | 6,103 |
Roth IRA | 71,394 | 73,625 | 2,231 |
SEP IRA | 368,532 | 377,302 | 8,770 |
529 Savings | 82,512 | 85,244 | 2,732 |
| | | |
Total Assets | $940,016 | $969,958 | $29,942 |
| | 3.19% |
The S&P 500 once again touched all time highs over the past month, up 2.90% since the last update:
We've had a 1990's vibe so far in 2013 with the S&P 500 up almost 15% for the year. On the jobs front, the unemployment rate for April fell for the fourth month in a row to 7.5% (once again the lowest since December 2008). Oil prices are up a bit (around $95 per barrel) and local gasoline prices appear to have remained somewhat flat.
On the financial front, it has been amazing to see my assets surpass their previous all time high from April, leaving me roughly 3% away from breaking the $1m asset level threshold. My monthly gain was buoyed by the equity distribution I took from my S Corp's 2012 profit which I used to buy my annual allocation of April 2013 issue Series I savings bonds at treasurydirect.gov.
As for the non-financial, there isn't too much to report. As the weather has gotten warmer, I've been trying to knock a few items off of my things to fix around the house list. :D