March 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on March 10th, 2015:
Asset | Feb 2015 | Mar 2015 | Change |
Checking | 2,164 | 1,309 | -855 |
Money Market | 48,693 | 52,851 | 4,158 |
Savings Bonds | 93,340 | 93,507 | 167 |
Treasury Bills | 0 | 0 | 0 |
CDs | 49,838 | 49,966 | 128 |
Brokerage | 137,206 | 132,175 | -5,031 |
401k | 134,184 | 132,922 | -1,262 |
Roth IRA | 102,110 | 101,211 | -899 |
SEP IRA | 493,787 | 497,510 | 3,723 |
529 Savings | 118,059 | 118,643 | 584 |
| | | |
Total Assets | $1,179,381 | $1,180,094 | $713 |
| | 0.06% |
The S&P 500 has been volatile since the last update, falling 1.18% (despite hitting all time highs) during that time:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for February fell to 5.5% with strong hiring as 295,000 new jobs were created. Oil prices fell slightly from about $50 to almost $48.
On the financial front, my assets have once again reached a new all time high, barely surpassing the previous high from February despite the dip in the stock market. That was helped somewhat with my final 2014 SEP IRA contribution, which I took care of before my 2014 S Corp tax returns were filed. I also have a Penfed 3.5% APY 5 year CD from March 2010 maturing soon and may once again make a mortgage prepayment due to a lack of better options for the money. To compound matters, I also have some profit in my S Corp that I can use to take a distribution, so I have to find a home for that cash also (a nice problem to have).
As for the non-financial, I won a Microsoft Surface 2 tablet via a winning game piece in a box of Kellogg's Frosted Flakes and it just arrived!
@KFR The Microsoft Surface 2 I won via a box of Kellogg's Frosted Flakes has arrived! 7+ week impatient wait. :p pic.twitter.com/0fEcoTmldI
— Frugal Frugalson (@FrugalFrugalson) March 11, 2015