“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.
A Tale of Two Investors
A New Tool for a New Era
Bottom Line Investment Edge Principle #1
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
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
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
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
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
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
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
Glossary
Frequently Asked Questions
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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 ChartwellETF.com |
