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Carl Delfeld’s Global ETF Investment News & Advice

Click on each for a sample of past additions for each column.

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.

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...is for investors looking for a fact filled and descriptive picture of a country's people, economy, politics and investment potential.

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...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.

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6 Model ETF Portfolios

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

5-Year Model
Portfolio Average
Annual Returns

Core Conservative

+15.3%

Global

+24.9%

International

+27.7%

Asian

+23.2%

New Global Dividend/Income
and New Venture
portfolios

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©2008 ChartwellETFadvisor.com
Colorado Springs, CO
Toll Free - 877.202.4939
719.264.1503
info@ChartwellETFadvisor.com

ETF XRAY
by Carl Delfeld

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