Picking up Nickels

Tuesday, July 13, 2021

July 2021 Financial Asset Roundup

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

Asset Jun 2021 Jul 2021 Change

Checking 4,168 3,798 -370
Money Market 116,827 139,303 22,476
Savings Bonds 190,730 191,019 289
Treasury Bills 0 0 0
CDs 31,612 31,701 89
Brokerage 262,522 276,066 13,544
401k 392,884 398,370 5,486
Roth IRA 247,517 250,073 2,556
SEP IRA 1,129,412 1,152,921 23,509
529 Savings 182,029 181,422 -607
Total Assets $2,557,701 $2,624,673 $66,972

The S&P 500 has continued to approach all-time highs, rising 3.43% (16.73% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for June rose to 5.9%, with 850,000 jobs added (the largest monthly gain since August 2020). Oil prices continued to climb to the $74 level, which translates to a local regular unleaded gasoline price of $2.92 at my last fill-up. Inflation is also currently running a bit hot, with the CPI-U up 0.93% in June (the largest monthly gain in thirteen years).

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from June 2021. My only money move of note was taking a distribution from my S Corp in early July.

As for the non-financial, COVID-19 cases in the New England region continue to look good due to strong vaccination rates and we're actually on track to have a somewhat normal summer vacation this year, which is quite a change from 2020. I also have an agreement in place to get our house painted, which will hopefully happen soon once it finally stops raining around here. Good times.


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