June 2016

Where we're at:

S&P: 2099
Dow: 17807
10yr: 1.7%
S&P P/E: 26.22
VIX: 13.47

Equity: 36
Bond: 52
Cash: 11

1yr: 0.1%

Another curve ball for the Fed, low number of jobs created in May, so probably no rate hike in June, maybe all of the summer.  So, equity-heads can continue touting a bull.  Our reits continue to hang in there, best performer for 2016 so far.  Our local economy had a bit of good news last week, a large employer announced that it is staying in the area.  It seemed like people breathed a sigh of relief, but a number of people are barking that any incentives are not worth the cost (whatever they are).

We continue to fund our retirement accounts (50/50), with some internationals and short term TIPs.  I still look at the dividend payers, but they seem expensive now like everything else.  I'm hoping that this summer will the calmest work-wise since 2012.  There has been job turmoil for us each of the last 3 years, including spouse leaving LOGM.  I may get a MNPLS trip in July.

Glad our house is paid for, will have some expenses this summer (A/C, sump pump, maybe our east coast trip).