Oxford Club’s Investment Advice

Founded in 1989 as the Passport Club and in 1991 changed to its current moniker, The Oxford Club is a group of international investors whose sole purpose is to gather and discuss ways to increase and protect their wealth. Over the course of nearly 30 years, the group’s strategists and researchers have steadily shared their findings with the membership on a monthly basis. They look for unique opportunities around the world for those with the greatest potential for gain and the least risk.

They have identified four basic strategies which include a well-balanced investment diet, an exit strategy before entering, the size of investment, and cutting investment expenses. Let’s take a closer look at each one.

Well Balanced Investment Diet

As with the nutritional diet pyramid, the Oxford Club uses the same principle. Beginning with “set it and forget it” long-term investments, specific sector investments, short-term income, and speculative early-stage investing.

Exit Strategy

Before purchasing any stock, they say, the best investors know when to sell prior to buying. Always know when and how you plan to sell before you buy. This takes out the guesswork and protects your profit and principal.

Size of Investment

Position-sizing is critical as it reduces the risk of losses within a portfolio (money management). There are several methods for figuring position-sizing. The Club’s philosophy is to never “fall in love” with a stock or investment. Investing based on emotion is the worst mistake for an investor.

Cutting Expenses

Oxford Club investments avoid front-end load, back-end load and other fees, as well as surrender penalties. By cutting fees, net profits are increased. They also advise members on how to set up their investments to reduce the amount due the IRS.

Learn more about this club of successful investors and entrepreneurs at https://www.oxfordclub.com. They have a global membership exceeding 157,000 in over 130 countries.