Picking up Nickels

Tuesday, April 13, 2021

April 2021 Financial Asset Roundup

Here are my current financial assets as of the market close on April 12th, 2021:

Asset Mar 2021 Apr 2021 Change

Checking 4,441 2,908 -1,533
Money Market 107,402 115,494 8,092
Savings Bonds 174,967 175,188 221
Treasury Bills 0 0 0
CDs 46,615 31,430 -15,185
Brokerage 232,143 245,828 13,685
401k 353,282 368,669 15,387
Roth IRA 224,174 238,934 14,760
SEP IRA 1,071,233 1,100,369 29,136
529 Savings 180,847 181,902 1,055
Total Assets $2,395,104 $2,460,722 $65,618

The S&P 500 has been on a nice run, rising 5.88% since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for March dropped to 6.0%, with a better-than-expected 916,000 jobs added. Oil prices pulled back to the $60 level, which translates to a local regular unleaded gasoline price of $2.48 at my last fill-up.

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from February 2021. I also had some money moving around with my Alliant 1.85% APY 12 month CD maturing plus the addition of a distribution from my S Corp. We finalized our 2020 personal tax returns, made corresponding Roth IRA contributions, and opted to take a portion of our federal tax refund in the form of paper Series I savings bonds. One new addition will be adding to our non-retirement account investments with a monthly Vanguard Total Stock Market ETF purchase in our brokerage account to help diversify our tax deferred/Roth/taxable investment mix.

As for the non-financial, seeing my expanding circle of friends and family getting their COVID-19 vaccines has been great to see. We're finally far enough along where everyone in the Frugalson household has received at least one dose, although the reported blood clot issues from the Johnson & Johnson vaccine aren't great news.


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