The Oxford Club, a private network of international knowledgeable entrepreneurs and investors, has a mission of helping its members grow and protect their wealth. It implements time-tested and proven methods help members out-perform the market and yield returns that beat average returns. With nearly three decades of experience and recommendations that cover the spectrum of bonds, securities, and other investments, The Oxford Club has four main strategies:
- Smart Diversification
A well-balanced portfolio is key to maintaining and growing a portfolio’s value. The Oxford Club’s method advises diversifying among risk levels, sectors, and asset classes. While including equities as part of a healthy portfolio, the Club does not exclude other asset classes. Bonds, mutual funds, exchange traded funds, or ETFs, among others are all a part of an investor’s diversified portfolio.
- Cultivate an Exit Strategy
Buying a stock or a bond is one matter. Knowing when to sell it is another. The Oxford Club only provides “buy” recommendations with clear, precise exit strategies. This strategy ensures that profit and principal are protected without having to guess about when to make an exit.
- Position Sizing
The Oxford Club considers position sizing necessary to successful investing. The Club uses a special position-sizing formula to accomplish how much to invest in a particular stock or in classes of assets as differentiated by risk. The Oxford Club members’ success is due in part to re-balancing.
- Cutting Investment Costs
Smart moves that guarantee a healthier portfolio are cutting fees from fund managers and finding efficient methods of tax management. The Oxford Club fund investments do not have traditional front-end load, back-end load and other fees or surrender penalties. Additionally, The Oxford Club shows members how to legally reduce their tax exposure to the IRS.
These four strategies are earning The Oxford Club’s 157,000 members growing portfolios with methods they can trust.