May 2021 Financial Asset Roundup
Here are my current financial assets as of the market close on May 11th, 2021:
Asset | Apr 2021 | May 2021 | Change |
|
|
|
|
Checking | 2,908 | 6,671 | 3,763 |
Money Market | 115,494 | 117,899 | 2,405 |
Savings Bonds | 175,188 | 180,445 | 5,257 |
Treasury Bills | 0 | 0 | 0 |
CDs | 31,430 | 31,519 | 89 |
Brokerage | 245,828 | 249,615 | 3,787 |
401k | 368,669 | 376,449 | 7,780 |
Roth IRA | 238,934 | 240,628 | 1,694 |
SEP IRA | 1,100,369 | 1,103,963 | 3,594 |
529 Savings | 181,902 | 180,124 | -1,778 |
Total Assets | $2,460,722 | $2,487,313 | $26,591 |
1.08% |
The S&P 500 has been a bit choppy of late, rising 0.58% since the last update:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for April rose to 6.1%, with a disappointing 266,000 jobs added. Oil prices climbed to the $66 level, which translates to a local regular unleaded gasoline price of $2.69 at my last fill-up. Of course, gasoline prices are already heading higher due to supply issues from the ransomware attack on the Colonial Pipeline.
On the financial front, my assets have once again hit an all-time high, surpassing the previous high from April 2021. The only money move of note was receiving our 2021 federal tax refund (cash and April 2021 issue paper Series I savings bonds) along with an American Rescue Plan Act stimulus payment that we qualified for due to reduced income in 2020. I'm also planning on maxing out an I bond purchase at treasurydirect.gov by the end of the month to take advantage of the attractive 3.54% rate.
As for the non-financial, I'm still on a high since everyone in the Frugalson household is fully vaccinated. The COVID-19 infection rates in our area are improving weekly and it seems like we're begging to see some light at the end of the tunnel. :)