A Smarter Way to Build
A Global Portfolio
 
 
  • ETFs are low cost, tax efficient ways to manage your portfolio.
  • International investment opportunities abound and ETF’s are the SAFEST and SMARTEST way to invest in global markets.
  • Chartwell Advisor Global ETF Report gives you all the tools and specific advice needed to invest in red HOT markets in established and emerging markets overseas.

Why Investing Overseas is So Important TODAY.

In the good old days, investing primarily in the United States made sense. The U.S. produced more than half the world’s output, the U.S. dollar was king, our manufacturing base vibrant and, for the most part, the rest of the world was behind.

To use such an approach today would be a mistake.

  • The United States accounts for only 25% of global output.
  • The dollar has fallen against the Euro by more than 40% during the past two years.
  • More than 75% of all publicly traded companies are located outside the U.S.
  • Growth rates in other countries can be two to three times higher than the U.S.

In the last ten years, the U.S. has never been the world’s best performing stock market.

In fact, it has never ranked higher than fourth place.

  • During the 1980’s alone, the Europe, and Far East Index grew 27% per year compared to 16% for the S&P 500 Index.
  • During the 1990’s, the slowdown in Japan and the U.S. technology boom left many investors thinking they didn’t need international exposure but than the S&P 500 dropped 44% in two years.
  • In 2003, the S&P 500 index rebounded nicely but it was still beaten by 30 international markets. Here’s a few: Sweden, up 61%, Germany, up 60%, Austria, up 54%, Spain, up 55%, India, up 75%.

Here’s a shocker. During the past 25 years, a blended portfolio of 60% U.S. stocks and 40% international stocks was less volatile than a S&P 500 index fund.

Meanwhile, the U.S. has more workers in state and local government than in manufacturing, the last monthly merchandise trade surplus occurred during the Ford Administration and our budget and trade deficits together will exceed $1 trillion this year. America’s total debt now exceeds $31 trillion, more than three times our GDP.

This means the U.S. dollar will have to continue to decline in value.

Let’s be blunt here. Even if you believe (as I do) that the United States is the best country in the history of the world, it makes about as much sense to invest in only one country as it does to invest in only one company or one industry.

Over the last decade, American markets have become increasingly volatile and tumultuous. The U.S. stock markets are now hypersensitive to even the smallest earnings disappointments and surprises. From the boom to bust moves of Nasdaq during dot-com fever, to the terrorism risks and corporate scandal upheavals that can jolt stocks and funds at any time, putting one’s eggs in a single market – even one as large as the U.S. - is no longer the most prudent and profitable path.

Recently there has tremendous growth of global investment opportunities. Building a portfolio that is globally diversified essential to reducing the overall risk of investing.

For years some of the world’s foremost investment minds have created mountains of wealth by shrewdly investing in select overseas markets. Billionaires from George Soros to Warren Buffett and John Templeton have always put a high value on seeking the best investments in markets around the world.

Did you know that an investor who put $10,000 in his Sir John Templeton’s flagship internationally-oriented Templeton Growth fund at its launch in 1954 would have nearly $7 million today?

Fortunately for individual investors, it has never been safer and easier to invest in overseas markets thanks to the boom in tax-efficient, low-cost ETFs (exchange-traded funds.)

Forbes is pleased to announce that it has partnered with the Chartwell Advisor Global ETF Report because it is the leading authority on exchange traded fund investing in overseas markets.

Just look at how well investors in Chartwell Advisor’s 7 ETF Model Portfolios have done recently:


As a subscriber to The Chartwell Advisor Global ETF Report you‘ll gain access to 4 proven portfolios, including Asian Opportunities, with specific by and sell recommendations in the leading Exchange Traded Funds. You will also get detailed expert independent advice and commentary on investment hotspots around the globe and detailed company and country reports.

Here is what you can expect each month:

  • Model Portfolios built mainly from ETFs for you to use and modify in your own portfolio
  • The Chartwell Advisor ETF Report, which contains an update on portfolio performance and strategy as well as highlights on holdings.

You will also get a 69-page Special Report, The New Global Investor: Using ETFS to Build Smarter, Simpler and Safer Portfolios, which will explain exactly why you should use Exchange Traded Funds (ETFs) as your Core Investment Tool.

 
 

         

  Meet our Forbes Guru: Carlton Delfeld

Carl Delfeld has over twenty years of experience in the global investment and financial publishing business. In addition to publishing The Chartwell Advisor Global ETF Report, he is a columnist on global investing with Forbes Asia: Global Gambits and author of global investor primer, The New Global ETF Investor. He is also President of the global investment advisory firm Chartwell Partners and Chairman of the global economic strategy think tank ChartwellAmerica.

He is a former member of both the Board of Directors of the Asian Development Bank and the U.S. Asia Pacific Economic Cooperation Committee and is an Asian specialist with the U.S. Joint Economic Committee and the U.S. Treasury.

In the past he was an investment executive at both Robert Baird & Company and UBS and graduated from the Fletcher School of Law & Diplomacy with an economics scholarship from the U.S.- Japan Friendship Commission. Carl has spoken in fourteen countries including conferences sponsored by organizations such as the Union Bank of Switzerland, Institutional Investor, the World Bank, and the World Money Show.
 



 
 

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