7 Model Global ETF Portfolios
Gain access to 7 Model Global ETF Portfolios that yield consistently superior results.
When you utilize low cost, tax efficient Exchange Traded Funds (ETFs) in your portfolios, diversify your investments globally, and base your strategies on unbiased, independent ETF advice the results have to be better than what your getting now.
Model ETF Portfolio Overview
The following is a brief description of the Chartwell Advisor Model ETF Portfolios available to both eNewsletter Subscribers and Web Site Members. The goal in building these portfolios is to incorporate the investment edge principles of The New Global ETF Advisor. There are risks of loss in all of these portfolios. The intent is for investors to first allocate a portion of their investments modeling the Core Conservative Portfolio and to choose, dependent on their individual situation and advice of their advisors, which and to what degree the other growth portfolios are appropriate given their higher risk.
Core Conservative ETF Portfolio
2003 |
2004 |
2005 |
2006 |
2007 |
+25.4% |
+18.6% |
+6.15% |
+20.8% |
+5.8% |
|
+8.1 |
+1.5 |
+11.2% |
+5.2% |
Benchmark (60%MSCI/40% Lehman) |
This ETF portfolio has as its first goal, capital preservation and secondarily, capital appreciation. There is no guarantee that this will be accomplished but it is a well diversified portfolio with substantial allocations of fixed income, inflation-protection investment vehicles, limited international exposure, investments expected to be negatively correlated to U.S. equity markets, income/ dividend oriented investments and non-dollar currency ETFs to protect against a weak dollar. |
Global ETF Portfolio
2003 |
2004 |
2005 |
2006 |
2007 |
+41.3% |
+27.6% |
+12.8% |
+24.7% |
+12.3% |
|
+12.8% |
+7.56% |
+18.1 |
+7.1% |
Benchmark (MSCI World Index/US dollar) |
This capital growth ETF portfolio seeks attractive and undervalued markets throughout the world. Currently, it tilts toward Asia where we expect continued strong economic growth. It includes some global sector iShares, over weights some European and emerging market countries as well as global multinational companies and under weights Europe. Instead of using the broad based indices, it attempts to select the most promising countries but caps exposure to any one country at 10% of the model portfolio. |
International ETF Portfolio
2003 |
2004 |
2005 |
2006 |
2007 |
+45.4% |
+27.7% |
+16.3% |
+27.3% |
+8.0% |
|
+17.6% |
+10.9% |
+23.4% |
+8.6% |
Benchmark (MSCI EAFE) |
The International ETF Portfolio will to a great degree follow the strategy of the Global ETF Portfolio with the exception that it will not include direct U.S. exposure. There will be some exposure to U.S. markets through global sector and multinational funds. There will be a marginal over weighting of the model portfolio to Asia for reasons that will be explained in some detail in the description of the Asian Opportunity Model Portfolio. |
Asia ETF Portfolio
2003 |
2004 |
2005 |
2006 |
2007 |
+43.5% |
+25.0% |
+9.98% |
+21.9% |
+15.6% |
|
+15.2% |
+22.4% |
+7.4% |
-1.2% |
Benchmark (MSCI Far East Free) |
The Asia ETF Portfolio offers great potential with commensurate risk for investors placing a bet on India China and the Asia-Pacific region. The scenario we believe that is most likely is that India and China will continue to move ahead economically but that it will be a rocky road with plenty of dislocations and disappointments along the way. This region has exciting prospects and daunting challenges but investing in the greater Asia economic growth story is the core theme of this model portfolio. |
New Venture ETF Portfolio
2006 |
2007 |
+9.5% |
+6.1% |
+10.0% |
+9.8% |
Benchmark (NASDAQ) |
The New Venture ETF Portfolio is an aggressive portfolio with allocations to forward looking sectors such as water, nanotechnology, clean energy, pharmaceuticals and media. A sizable number of the companies in the ETFs are small and mid-cap companies with high growth prospects and a fair amount of volatility. |
Global Dividend/Income ETF Portfolio
2007 |
+5.4% |
+5.2% |
Benchmark (60%MSCI/40% Lehman) |
The Chartwell Global Dividend/Income ETF portfolio is for investors needing to generate retirement income beyond what their current fixed income can provide. Investors need the prospect for capital appreciation plus some downside protection from high dividend lower volatility stocks. |
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Investing in foreign securities may involve certain additional risks, including exchange rate fluctuations, less liquidity and less regulation. Single country and sector funds may be subject to a higher degree of market risk than diversified funds because of concentration in a specific industry, sector, or geographic location.
Investors will need to be prepared to weather the storms and need to realize the investments in China and emerging countries are speculative. To somewhat reduce risks, the portfolio will limit investments in China and primarily focus on indirect plays on countries in the region that benefit from China’s and the regions growth and development. It will also include some fixed income and because iShares currently do not offer enough options in this region, we will select some active managers with deep historical ties to the region.
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