Originally named the “Merchants & Brokers Exchange,” the Oxford Club is a privately-held international financial publication. With more than 80,000 members in more than 100 countries, the Club’s goal is to increase and protect their member’ s wealth.
Every month, the Oxford Club publishes a newsletter for its members containing investment research and trading recommendations. The aim is to identify unique worldwide opportunities, which follow the club’s strategy.
Oxford Club officials explain the investment strategy calls for a diversification of a number of stocks, sectors, and risk levels. Following these strategies will prevent the loss of major investments during market pitfalls such as the tech stocks in the late 1990s.
The first strategy is to diversify. Diversification among asset classes means that the investor is not tied up in one class such as equities. The second strategy is to understand the risks. Experts at the Oxford Club point out that diversity by risk means building a portfolio of different low risk, high-return investing in areas like long-term investing, targeted sector assets, and short-term income investments.
The third strategy involves walking away from the investment. The Oxford Club advises that the exit strategy enables investors to understand that it’s crucial to know when to walk away saving the initial investment from one of the biggest perils of the business: getting to close emotionally to the stock.
The fourth investment is all about the formula meaning size matters. The Oxford Club utilizes a position-sizing formula. This way, investors can take the emotion out of investing – a notorious mistake anyone can make when members “fall in love” with a stock. The formula can determine the amount of investment in any stock and can differentiate the risk in that stock.
The Oxford Club will help its members increase the return on their investments by cutting fees. They will also show members how to best address the IRS and to cut any unneeded costs or taxes. All of this translates to an additional four percent in return each year.