Categories
Personal Finance

Friday Mini-Post RBC 1% Deal, TSX and a couple o’links

For those of you who took advantage of the 1% deal with RBC – we got a phone call and letter this week indicating that we will be getting the bonus next year. If you didn’t get a letter then give them a call to find out why.

The Amateur Asset Allocator (a great blog) wrote a pretty good post called What’s the problem with Detroit? Referring of course to the car companies.

Strange week in the markets – on Wednesday the TSX shut down and couldn’t get going again.  I can accept that something broke but I would have thought their backup systems would be better.

Here is a good article from the New York Times about bonuses paid out in various investment banks.  One of the problems with big bonuses is that they encourage short term behaviour at the expense of the long term.

Categories
Personal Finance

How to Change Your Financial Personality

This post is written by Jonathan from Master Your Card.  I’ve been reading this blog for a while and it’s pretty good.

Everyone has a financial personality.  Some people go to the extreme with
their financial personalities, such as people who save habitually and
never spend a dime on anything they don’t absolutely need while other
people on the other side of the spectrum go through money like it’s water.
Most of us fall in between these two extremes, leaning in one direction
or the other as far as Spender or Saver.

Your financial personality has a lot to do with your potential for being
financially successful.  Of course, even the idea of being financially
successful varies widely depending on your financial personality.  Someone
who is more of a Spender may define financial success as having enough
money to live comfortably from one paycheck to the next, while a Saver may
define financial success as having a year’s worth of expenses in the bank.

How do you know when you need to make an attempt at changing your
financial personality? The answer is simple: you need to switch it up when
it’s just not working for you.  Perhaps you constantly run out of money
and can’t cover all your bills, or maybe you have a fair amount of money
but you’re too terrified of parting with your money to make an unnecessary
purchase.  Either way, when it’s just not working anymore, it’s time for a
change.

Recognize the need for change.

The first thing you need to do is to actually recognize that it is time
for a change.  One of the best indicators is that your money just isn’t
working for you like it should.  Do you make a decent wage, yet never seem
to have any money to spend? Do you have an impressive amount of money in
the bank
, yet you can’t compel yourself to buy something nice? It’s time
for a change.

Figure out what your financial personality is right now.

It’s probably obvious to you what your financial personality is.  Some
people, however, never make the connection that perhaps they have a hard
time saving money (or spending money) because that’s just the personality
they have adopted over the years.  Behavior can be changed, but the
behavior has to be recognized first.

Force yourself to do something contrary to your current financial
personality.

One of the hardest things about changing behavior is to actually give it a
try.  If you’re a Spender, stash your spending money for the week away in
a savings account and keep it there.  If you’re a Saver, go buy something
that you don’t actually need.  The behavior may seem strange at first, but
you need to prove to yourself that it can be done.

You may not need to change your financial personality.  On the other hand,
if your financial personality causes you grief then it is indeed time for
a switch.  You don’t have to go from one extreme to another.  You might
want to just add a little Spender to your saving tendencies, or just add a
little Saver to your spending tendencies.  It doesn’t have to be a
dramatic switch, but if it makes your life a little more enjoyable (and
your money a little more useful) then there is no reason why you shouldn’t
give it a try.

Categories
Announcements

LinkStuff for Dec 15 + BCE + Auto Bailout

Last week was an interesting one – the BCE deal was finally declared dead after a rather bizarre solvency ruling by KPMG.  From what I understand the solvency test was very strict which seems a bit odd considering that BCE is a pretty solid company.

The auto bailout which I talked about this week – – got rejected by Congress – apparently one of the stumbling points was the reluctance of the union to take a pay cut until 2011.  Hellooo!!  Your company is about to run out of money….idiots!

Luckily for the unions and companies – Bush decided to throw in a few billion to save the bailout.  This hasn’t been finalized yet, but I suspect it’s just a matter of time.  Canada of course has to toss some pesos into the bonfire as well so we are going to donate about $3.5 billion of tax money which of course is only a “loan” or maybe it will be “equity”?  Either way that money is gone – and probably so to are all the Canadian jobs once the car companies emerge from their eventual bankruptcy.

Weight

180.0 – went running twice last week and did ok on the diet.

Rest of the links

Green Panda did a 4-part series on how to have a classy dinner party – this is part 3 – the main meal.

Million Dollar Journey celebrates a second anniversary – congratulations on such a great blog!  He’s giving away some great prizes like cameras, cars….ok not the cars.  Go check it out and comment.

Squawkfox has an amusing post on a rather funny pr email she got pitching a shredder to “get rid of your credit card bills“.  Very amusing and quite sexist as well.

Financial Blogger had an amusing post asking why Brit government bonds are less trustworthy than those of McDonald’s? It’s not because of the food!

Carnivals

Free From Broke hosted the Carnival of Personal Finance.

Carnival of Financial Planning was hosted at the Skilled Investor.

Categories
Personal Finance

Best Free Canadian Rewards Credit Card Award Goes to…MNBA

A while ago I wrote how I used to have a Visa Aerogold credit card which might just be the worst Canadian rewards credit card ever.  I finally made the switch to a no-fee rewards card called the CIBC Dividend Visa which is ok – but it’s not as good as the MNBA Premier Rewards Platinum Plus Mastercard.

1% cash back reward

The main thing I like about this card is the fact that it pays 1% cash back on all purchases from the first dollar.  The Dividend card that I currently own has a sliding scale so I only earn 1% cash back after spending $3,000 annually.

No annual fee

After paying $170/year for the Aerogold – I will never pay annual fees again.  This card has no fees of any sort.

Car insurance and extended warranty

Another great benefit of this card is that it provides extra insurance for car rentals so you don’t have to pay extra for collision when renting.  It also provides extra warranty for most purchases.

I’m signing up

This card looks good to me so I’m going for it.  If you want to sign up for the card then feel free to sign up through one of the affiliate links on this post.

Categories
Personal Finance

The Great American Car Company Bailout

I have mixed feeling about bailing out the big 3 car companies – GM, Ford and Chrysler.  On the one hand I completely support the theory that weak businesses should be allowed to fail so that the industry and general economy can be strengthened.  On the other hand I recognize that excessive disruption in the name of economic theory isn’t always beneficial either.

It appears to me however that the big 3 car companies are past the point of “saving” in their present form so it doesn’t really matter if they get bailed out or not.  They make too many cars, pay too much in wages, their pension obligations are too high, too many dealerships.  They need to do some radical changes in order to survive in any form.  I humbly present some of my ideas for these companies along with a few other thoughts.

The bailout

I think any bailout has to have major strings attached – the status quo clearly isn’t working since the companies are about to run out of cash, so unless the business model of these companies is significantly altered – the bailout money will be a waste.

Over capacity

Of all the problems, these companies have – I think over capacity is the biggest.  In the past few years, there has been an American credit boom like never before.  Because of the resulting easy credit along with rising real estate values (which make people feel wealthier), the average person was spending more money than they should have – especially on cars.

Now that credit has tightened, now that real estate has gone down and now that a recession is in place – the average person is not going to spend as much money on cars as they did up until a couple of years ago.

They are going to consider used cars, cheaper cars, keep their new cars for longer – which will result in a less cars being sold overall.  I would suggest that the car companies plan to cut production by a third or more.

Hybrids and new technology

I hate to sound like a green grinch here but I find it odd that everyone is jumping all over the car companies for not anticipating the need for greener cars.  There is no question that the car companies have been mismanaged but the reality is that they built big cars and trucks because people were buying them.  Toyota and Honda started off with small cars because that’s what sold in their home markets – both of the Japanese car makers tried as hard as they could to break into the more profitable American markets which included SUVs and pickup trucks.  It was more a situation of luck and circumstance rather than lack of foresight that led to the situation where the American companies were making larger vehicles than the Japanese companies.

As for the question of the car companies trying to develop alternative cars – hybrids are not very profitable and they are not a large percentage of overall sales.  I think more fuel efficient cars should be part of every car companies long term goals but if you are staring bankruptcy in the face then you need to worry about short term profits – not about saving the world.

What’s wrong with bankruptcy?

The big 3 need to make some major changes and I personally think they would be better served by going in to bankruptcy.  This will force all the parties to make their concessions relatively quickly and the new leaner companies can get on with things.

One of the comments that the auto executives like to parrot is that bankruptcy is not an option because then nobody will buy the cars because of a lack of confidence in the warrantees.  I have news for those executives – when you have to go to your government and ask for a handout and talk about how little time until your company runs out of cash….you are, for all intents and purposes already in bankruptcy.  Nobody in their right mind has confidence in your companies now – bankruptcy won’t change that.

The unions

The UAW (United Auto Workers) union has been criticized for being too greedy and helping to bring the car companies to their current situation.  All I can say is that I will never fault anyone for wanting more money.  The reality is that the union executives have done a far better job for their members than the auto executives have done for their shareholders.  It was the lack of will of the auto companies to stand up to the unions when times were good that lead up to current events.

At this point the unions need to forget about their past successes and do the best they can for themselves going forward.  They are going to lose a lot of jobs…a LOT of jobs.  The remaining jobs will be paying less than currently.  The ridiculous “job bank” will be gone and unfortunately the pension obligations to retired workers will have to reduced as well.

Pensioners

Currently retired auto workers are screwed.  While they might have made many a sacrifice in the past for their union – once the auto workers realize how much of a hit they will be taking – the union pensioners will be tossed overboard like yesterday’s dinner.  They have no leverage except maybe a bit of public opinion.  My advice – get going on the PR machine.  If the auto execs can give up their private jets because of embarrassment, then maybe a good pr campaign will help you guys get a bigger slice of whatever is left of the pie.  In Canada pensioners should be calling on their local retiree associations like CARP and tell them to stop worrying about useless causes like RIF payments and help those who need help.

Dealerships

I have no idea why the big 3 have so many dealerships but what I do know is that if a company like GM has 14,000 dealer franchises and 20% market share compared to 1,600 for Toyota with 17% market share – then there is something seriously wrong.  A lot of dealerships have to go.

Congress

I thought it was unfortunate that when the auto execs travelled to Washington the first time for a handout – some of the congressmen chose to use the air time for comedy routines.  Yes, it was amusing to comment on the fact that the execs flew private jets but so what?  They are highly paid executives with billion dollar companies on the brink of bankruptcy – would you rather they be planning strategy aboard a jet that costs a few thousand per trip?  Or spending all kinds of time on a car trip arguing about which fast food joint to stop at?  Given the way they have run their companies into the ground – my argument doesn’t really hold water, but you know what I mean.

Summary -‘tude change

All the different parties involved in this mess have to accept one fact – things are going to get much worse no matter what they do.  They can take their licks now and move forward or they can do nothing and when the companies eventually fail – it will be a lot worse for everyone.

Categories
Announcements

LinkStuff – Saturday Night Edition

Weight

179.0 pounds.  I did well this week – went running 3 times and observed a fairly strict diet (ie no late night snacks).

Rest of the links

Brip Blap wrote a great post about working from home with kids.  Normally I would give a sarcastic “good luck” and roll my eyes for several minutes, but he sounds like he might be able to make it happen.

Money Grubbing Lawyer got into the Xmas spirit early this year (at least he waited until Dec.) with a great how to write a letter to Santa.  Very enjoyable.

Money Ning says that investing in stocks this year (or any year) was not a mistake.

Million Dollar Journey had a neat post on frugal billionaires.  I don’t think I would be all that frugal if I were a billionaire.  Some of the Richie Rich’s mentioned seem to be still working pretty hard so they don’t have time for shopping and vacations.

CrackerJack Greenback (great name) wrote about the merits and risks of having a 100% equity portfolio.

Clever Dude had an interesting post on the big three Detroit car companies called did Detroit oversell?

Blunt Money had a post on re-gifting rules.  I like the one about not re-gifting any gifts that you haven’t inspected.  A camera box might not contain a camera, but rather some Christmas cake for example.

My Two Dollar has 5 tips for optimizing credit card rewards.

Financial Blogger tells a story about how he worked his way out of a financial problem.

Squawkfox has come up with a very useful and frugal idea – 6 printable holiday gift tags, Christmas cards, thank you notes and greeting cards.

Canadian Capitalist did a TFSA FAQ.  If you are Canadian, over 18 and have some cash then check it out!

The Intelligent Speculator wrote about the French sovereign wealth fund.

Investing School has 25 ways to spend time during the financial crisis.  #3 Turn on tv parental control – Switch it on and block the financial channels.

ABCs of Investing explains what exchange traded funds are.  What is market cap?

Carnivals

Carnival of personal finance was hosted by Might Bargain Hunter.

Carnival of Financial Planning.

Categories
Investing

Free Stock Trend Analysis By Email

This service by INO offers a free trend analysis of any stock you desire to help you with your technical analysis. All Canadian and American stocks are eligible – all you have to do is enter the stock symbol or name, your first name (Homer?) and an email – that’s it!  No cost or obligation.

I thought it would be fun to try it out on one of my latest purchases (BCE) and see what it says.  According to the email I got – there is a strong downtrend in place (no kidding) and the last price is below the 20 day moving average.

Given that the BCE deal just fell through – this probably wasn’t the best stock to do submit for analysis, but it was fun to see what the service would provide.

You can sign up to receive stock trend analysis on as many stocks as you like.  A stock trend analysis email will arrive in your inbox after every trading day.

Also – check out my write up on free stock trading videos.

Categories
Investing

Comparing Market Cap ETF vs Dividend ETF – How Much Duplication?

I had a reader question the other day where they mentioned buying both XIU (iShares Cdn Large Cap 60 ETF) and XDV (iShares Cdn Dividend Index Fund ETF) for their portfolio.  I had responded that although I wasn’t sure, I suspected that might be a lot of duplication in the two funds since XIU has all the biggest public Canadian companies – a lot of which are good dividend stocks and would probably also be in XDV.

Duplicate holdings is a common problem in mutual funds – especially in a market like Canada where there are not a lot of different companies to buy for the larger funds.

I decided to do a bit research and find out if there was as much duplication as I suspected in the two funds.  The question I want to answer is if it is worthwhile to own both funds for diversification purposes or will just one do.

Number of companies in common

The first and simplest criteria was how many companies are in both ETFs.  This isn’t necessarily all that meaningful since one ETF might have a lot of XYZ company whereas the other might only have a small holding.

XIU 60 has 61 holdings (can’t they count?), XDV dividend has 31 holdings, there are 15 companies that they have in common.  This seems like quite a bit since it means that half of the companies in the dividend ETF are also in the XIU ETF.

Amount of market cap in common

What I did here is take the companies that are in both ETFs and compare the percentage holdings and add up the smaller number.  For example if CIBC was 9% of the dividend fund and 5% of the XIU then I counted that as 5% in common (by market cap).   This totalled up to 31%.  This was a smaller number than I expected which means that a good portion of the dividend ETF is not represented in the XIU 60.

Measuring correlation between the ETFs

The next test I did, which should have been the first and only test since it is the only one that has any real meaning is to measure the amount of correlation between the two ETFs.   Correlation is a measure of the relationship between the prices of the two ETFs.

A measure of 1 means that they always move in price exactly the same way, a measure of 0 means they are completely uncorrelated and a measure of -1 means they always move in price in exactly the opposite direction.  One of the main concepts behind building a portfolio is to try to find different assets that are not correlated with each other.

To accomplish this I needed some historical price data which I managed to find at Yahoo Finance.  To figure out the correlation I used the Excel correl function (is there anything Excel can’t do?).  XDV dividend has only been around since the end of 2005 so the data is only for a bit less than 4 years.  Not being a stats guy I’m not sure if this is a long enough period to be meaningful but it’s all I’ve got.  Regardless, the correlation “r” number was 0.72 which implies some benefit for diversification but not a whole lot.

Performance

The last thing I looked at was performance.  Since the time period is fairly short I’m not looking to see which ETF did better but rather to look at the difference in performance.  Ishares.ca website has a handy calculator just for this purpose.  I choose the last 3 years since the next category was 5 years which wouldn’t work for XDV dividend.

3 year total return

  • XIU Large Cap 60 = -12.98%
  • XDV Dividend = -18.19%

From what I’ve read the XDV dividend has a higher ratio of financials than the XIU 60 which is probably one of the reasons for the big performance difference.  The XDV dividend has a higher mer (0.5%) than XIU 60 (0.17%) which would account for about 1% of the 5% difference.

Conclusion

I looked at 4 categories to see how different XIU and XDV are:

  • Similar companies – half of the XDV dividend companies are in XIU.
  • Similar companies by stock market capitalization – 31% of the companies market cap are in both ETFs.
  • Correlation – over the last 4 years the correlation is 0.72.
  • Performance – the two ETFs were about 5% off in terms of total performance over 3 years.

What does it all mean?   Hard to say – there are much better ways to diversify your portfolio – REITs, small cap, foreign holdings would likely all have correlations that are less than 0.72.  I’m also not crazy about the higher mer of the dividend ETF.

I think if you want to have most of your equity in Canada then buying partially overlapping ETFs might be the only way to diversify without getting into individual stocks.  Personally I like to be diversified over the whole world so for me, the XIU Large Cap 60 by itself is good enough – in my case adding XDV would not increase my diversification enough to make the higher mer worthwhile.  XIC (TSX 300) is also a good choice.