Picking up Nickels

Wednesday, May 12, 2021

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

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. :)


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