Picking up Nickels

Friday, June 11, 2021

June 2021 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2021:

Asset May 2021 Jun 2021 Change

Checking 6,671 4,168 -2,503
Money Market 117,899 116,827 -1,072
Savings Bonds 180,445 190,730 10,285
Treasury Bills 0 0 0
CDs 31,519 31,612 93
Brokerage 249,615 262,522 12,907
401k 376,449 392,884 16,435
Roth IRA 240,628 247,517 6,889
SEP IRA 1,103,963 1,129,412 25,449
529 Savings 180,124 182,029 1,905
Total Assets $2,487,313 $2,557,701 $70,388

The S&P 500 has been climbing steadily over the past month, rising 2.10% (14.48% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for May fell to 5.8%, with a lower-than-expected 559,000 jobs added. Oil prices continued to climb to the $70 level, which translates to a local regular unleaded gasoline price of $2.81 at my last fill-up.

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from May 2021. My only money move of note was maxing out an I bond purchase (3.54% composite rate) late last month at treasurydirect.gov.

As for the non-financial, we continue to see COVID-19 infection rates in our area decline as vaccinations increase and restrictions continue to be lifted. It's certainly quite a change to see unmasked people at grocery stores and restaurants as things continue to trend toward "normal". I'm also starting to work on finding a contractor to paint Casa de Frugalson this year. One contractor we've used before is already booked through the end of 2021 and another that painted a family member's house a few years ago doesn't seem to want or need the work due to the shockingly high quote we received. I'm sure that people all over the country are finding themselves in a similar position.


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