May 2016 Financial Asset Roundup
Here are my current financial assets as of the market close on May 10th, 2016:
Asset | Apr 2016 | May 2016 | Change |
Checking | 958 | 1,741 | 783 |
Money Market | 64,743 | 72,039 | 7,296 |
Savings Bonds | 105,857 | 108,962 | 3,105 |
Treasury Bills | 0 | 0 | 0 |
CDs | 48,904 | 39,009 | -10,015 |
Brokerage | 126,655 | 127,140 | 485 |
401k | 124,248 | 126,434 | 2,186 |
Roth IRA | 105,503 | 107,257 | 1,754 |
SEP IRA | 515,709 | 526,309 | 10,600 |
529 Savings | 133,187 | 135,538 | 2,351 |
| | | |
Total Assets | $1,225,884 | $1,244,429 | $18,545 |
| | 1.51% |
The S&P 500 has continued to rise since the last update, rising 2.08% over that period:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for April remained flat at 5.0%, with an apparently sluggish 160,000 jobs added. Oil prices have continued to rise to the $44 level (up from $41), with local gasoline prices touching the $2.20 price point.
On the financial front, my asset level has reached a new all time high, besting the previous high from May 2015. After a little drama, I was pleased to see that the entire Series I Savings Bond portion of my 2015 Federal tax refund had finally arrived. For some reason the ten bonds arrived in separate batches over a two week period, where in past years they have all arrived on the same day. I also had my Penfed 1.31% APY 1 year CD mature since the last update, and have the cash sitting in a money market account for now with no compelling place to put it. Finally, I need to break down and make an initial 2016 SEP IRA contribution since we're already a third of the way through 2016.
On the non-financial front, it's nice to have the chilly April weather and last week's rain behind us and see 70° temperatures outside again. Not so crazy about the accompanying pollen though...