Premium Website Membership >

Just $250/quarter
Purchase Now >

30 Day Money Back Guarantee

Click Here for your
FREE Copy of...

ETF Press Sources

Free Global ETF Investment Guide

“The New Global ETF Investor” A 75 page eBook to Building a Simpler, Smarter and More Tax Efficient Portfolio using Exchange Traded Funds. by Carl T. Delfeld President, Chartwell Partners, Inc. Contents Click on any of the contents listed below to continue. Introduction: A Tale of Two Investors A New Tool for a New Era Bottom Line Investment Edge Principle #1 Chapter 1: From Then to Now The Good Old Days Changing Landscape End of an Era Unhappy Life of a Financial Advisor Investor Wants it All The Independent Investor The Independent Mutual Fund Investor Search for a Better Alternative Evolution of Index Funds Chapter 2: A World of Opportunity Awaits You The Case for Global Investing Perception of U.S. Dominance in the World Economy Perception of Political and Currency Risk Lack of Corporate Governance Lack of Promotion of Global Markets A Different Approach to Global Investing The Case for an Asian Tilt China: The State vs. Private Sector India: Asia’s Investment Jewel Japan: Back in the Game Europe: World Class Companies Emerging Markets Show Strength and Value Eight Country Highlights Global Competitiveness Report Bottom Line Investment Edge Principle #2 Chapter 3: What on Earth are ETF’s A Remarkable Asset Allocation Tool Significantly Lower Expense Ratios The Tax Efficiency You Need Trading Flexibility of a Stock U.S. Market iShares U.S. Specialty iShares International iShares Fixed Income iShares Other ETF Options Such as Powershares ETF Innovations Examples of ETFs in Action Another Useful Tool: Closed-end Funds Chapter 4: ETF Portfolio Basics Bottom Line Investment Edge Principle #3 The Importance of Asset Allocation The Key Issue: Conservative Core vs. Satellite Growth Case Studies in Asset Allocation Bottom Line Investment Edge Principle #4 Value vs. Growth Large Company vs. Smaller Company Bottom Line Investment Edge Principle #5 Market Timing vs. Fully Invested Bottom Line Investment Edge Principle #6 Chapter 5: Managing Country Risk Step #1: Liquidity First Step #2: Separate Portfolios Step #3: Meaningful Diversification Step #4: Country Investment Guidelines Step #5: Minimize Company Risk Step #6: Monitor Country Exposure Step #7: Trailing Stop Loss Policy Step #8: Rebalance Portfolio Bottom Line Investment Edge Principle #7 Chapter 6: Moving Forward Summary of Investment Edge Principles Chartwell Model ETF Portfolios Conservative Core ETF Portfolio Global ETF Portfolio International ETF Portfolio Asia ETF Portfolio New Venture ETF Portfolio Chapter 7: A Time to Choose Investor Trust at Low Levels Know your outcom: Setting Reasonable Goals Using an Index: Master or Servant? Helping you Harness the Power of ETFs An Investment Success Choosing a Brokerage Partner Building Your Financial Team Looking Forward, Not Through the Rear-View Mirror Appendices Glossary Frequently Asked Questions Enter your name and eMail address to receive your FREE Complete ETF Guide! First name Last name eMail Your name and email address will be kept completely confidential.

To Sir John Templeton The Dean of Global Investing “If you search worldwide, you will find more bargains than  by studying one nation.” About the Author   Carl Delfeld has been in the investment business for nearly twenty years: as a stockbroker with a major firm in New York, Tokyo, Hong Kong and Sydney, as an international banker in London and Boston, as a consultant to the U.S. Treasury, international economist with the U.S. Senate, and member of the Executive Board of Directors of the Asian Bank in Manila. He is currently President of Chartwell Partners, an investment advisory firm helping investors build global portfolios using ETFs as a core investment tool. He is the author of “Think Global, Grow Rich” and is a frequent speaker and commentator on global investment trends as well as a columnist with Forbes Asia. For more information about Carl Delfeld, visit ChartwellETFadvisor.com

Carl Delfeld
Investment Advisor

• ETF Specialist with Union Bank of Switzerland

• U.S. Representative,
  Asian Development Bank

• Forbes Asia Columnist

• Stockbroker in Tokyo, Hong Kong & Sydney

• U.S. Treasury consultant

• Graduate of Fletcher School of Law & Diplomacy

• Fellow at Keio and Sophia University, Tokyo, Japan

Here's what Members are saying...

"Carl is the John Templeton of ETFs"

– J. Santiago, Aspen, CO

“I’ve been in the investment field for over 13 yrs and I don’t like to read stuff from many, but you are another story. Keep up your good work. You make a lot of sense.”

– Adam W.

"Great reading, very interesting & a lot of common sense!! "

– Aidan F.

"Your service is first class and your global approach has been very profitable to me. "

- Conrad F.

"Carl's ETF consulting advice was worth every penny"

– Juliann S.Tokyo

“I am profiting both literally and figuratively from your keen insights.”

– David Horwich

"Your ETF selection is excellent. I believe what separates your service from all the others is your experience with global investing - your service has saved me a lot of time"

– Michael McCarthy

“I will soon be giving each of my ten grandchildren gifts and am inclined to set them up with your global portfolio.”

– Howard Chilton

“You are really taking an international, strategic and sensible low-cost view of investing”

– Ernest Porter

“Thanks for the straightforward, simple approach rather than the usual gobbledygook”

– Malcolm Ward