ETF Web Site Membership – $495/year

For Financial Advisors
& More Active ETF Investors

Membership to the ChartwellETFadvisor web site is for investors and advisors that need to know right away when and why changes are made to our model portfolios as well as kept abreast of the latest investment news effecting ETFs and the global market.

Financial Advisors, click here for a special message.

Web site Members receive…


Instant Web site Access
Instant access to our member web site with the most recent portfolio updates and ETF Investment Articles from Carl Delfeld, including archives to past articles and portfolio updates.


Carl Delfeld’s Global ETF Investment News & Advice

Chartwell Global Investment Letter
…describing model portfolio performance, allocation changes, updates on global markets and economic and political trends that I am watching closely. This section also summarizes strategies outlined throughout the web site
Chartwell Asia
…zeros in on an under the radar screen investment theme and then lays out several creative options to capitalize on it.
ETF Focus
…concentrates on new ETF product developments and highlights strategies to get the most out of your ETF portfolios.
Regional Survey
…offers business and political information that cuts across borders and provides investors with a better feel for investment opportunities and risks.
Country Insight
…is for investors looking for a fact filled and descriptive picture of a country’s people, economy, politics and investment potential.
ETF News & Products
…catches up on the latest trends and new products from ETF sponsors such as iShares, Power shares, State Street, Rydex, Fidelity, First Investors, Pro Funds and more.

7 Model ETF Portfolios


 

7 ETF portfolios for you to choose from and manage that have consistently out-performed their benchmarks.

3-Year Average
Annual Returns
(2003-05)
2006
11/1/7
Core Conservative
+16.7%
+20.8%
+6.1%
Global
+27.2%
+24.7%
+9.8%
International
+29.8%
+27.3%
+20.8%
Asian
+26.2%
+21.9%
+23.5%
New Venture
NEW
+9.5%
+11.7%
Gone Fishing
+10.4%
+16.2%
+9.5%
Global Dividend/Income
NEW
+7.9%
Click on each portfolio for details.

 

eMail Portfolio Alerts
Be notified by eMail of the most recent updates to each of Carl’s 7 Model ETF Portfolios so that you can act on the information, immediately.

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eMail Article Alerts
Be notified by eMail about the most recent ETF investment news and advice posted to the Member Web site

article