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June 2019 Financial Asset Roundup

Here are my current Financial assets as of the market close on June 10th, 2019:


Asset May
2019
Jun
2019
Change
Checking 1,661 1,841 180
Money Market 45,018 49,297 4,279
Savings Bonds 159,255 159,575 320
Treasury Bills 20,000 20,000 0
CDs 58,342 58,529 187
Brokerage 179,163 178,553 -610
401k 190,508 193,836 3,328
Roth IRA 162,348 162,992 644
SEP IRA 793,989 797,651 3,662
529 Savings 178,838 180,830 1,992



Total Assets $1,789,122 $1,803,104 $13,982
   
 
0.78%


The market is up slightly since the last update, with the S&P 500 rising 0.18% during that time:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for May remained at 3.6%, with a disappointing 75,000 new jobs created. Oil prices have pulled back considerably to the $54 level (down from $62), with very little impact on local unleaded regular gasoline prices to date.

On the financial front, my assets have hit another all-time high, slightly surpassing the previous high from May 2019. Once again I rolled my maturing 28 day T-Bills into new ones with an investment rate of 2.373% and will look to do so again next month as long as rates continue to be attractive. I also took a distribution from my S Corp and will likely pad my T-Bills a bit with some of the proceeds.

As for the non-financial, the school year is almost over for everyone, and it's time to think about a modest summer vacation. I'm not sure what that will be yet, but hopefully it will be casual and relaxing.



This post first appeared on Picking Up Nickels, please read the originial post: here

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June 2019 Financial Asset Roundup

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