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2024/01/18

Wanna Go Fishin'? 🎣

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AN OXFORD CLUB PUBLICATION

 
Liberty Through Wealth

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127%... 275%... Up to 410%... Massive VIP Wins to Start the Year!

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Take a look at these winners in '24!

January 2: 127% on Insmed in one month
January 3: 275% win on CyberArk in four months
January 3: 410% win on CrowdStrike in three months
January 4: 118% on Semrush in five weeks

How Big Will the Next VIP Wins Be?

January 22: ?
January 23: ?
January 24: ?
January 25: ?
January 26: ?

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CALLING ALL INVESTORS!

The Oxford Club is opening its doors to all investors (and you're invited)!

Join us for our first-ever VIP All-Access Week (while space remains)!

We're giving aways thousands of dollars' worth of prizes...

Plus, FREE VIP trade recommendations from the Club's top experts...

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BRIEF FROM THE CHIEF

Each week in this section, Chief Investment Strategist Alexander Green responds to reader questions. It's your direct line to the Chief!

Have a question for Alex? Drop him a line at mailbag@oxfordclub.com.

Reader: I started the Gone Fishin' Portfolio two years ago in January 2022, and I am in the red on all funds. Down 10.4% in almost two years. How do you rebalance the portfolio when the entire portfolio is in the red? I don't have any winners in the green per se, just funds that lost less than the others. This would be a good question for a mailbag. I'm sure I'm not the only investor in this predicament who started this model allocation in the last two years. I'm not sure what to do here. - D.B.

Alex: It's true that you had the bad luck of funding this portfolio at the very peak of the market. But the key is to rebalance annually, regardless of the performance of the assets in the portfolio. For example, rebalancing at the end of 2022 - meaning adding to underperforming stocks - would have set you up for a better 2023, when stocks bounced back more than bonds. The strategy here is to stay invested in all 10 asset classes and rebalance annually regardless of whether the funds are up, down or mixed. Doing that for the last 20 years would have allowed you to quadruple your original investment.

If you're interested in accessing the Gone Fishin' Portfolio (as well as FOUR other model portfolios), go here for more information.

YOUR WEEK IN WEALTH

In Case You Missed It...

On Monday, the markets and our offices were closed in observance of Martin Luther King Jr. Day.

But that didn't stop Alex from celebrating the 20th century's most influential civil rights activist.

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FRIDAY FEATURE

Below we're sharing a sneak preview of tomorrow's edition...

In Monday's column, I discussed the many ways that life has improved for Black Americans since the era of Martin Luther King Jr.

These include economic improvements.

Fewer Black Americans are poor than 50 years ago, and more than twice as many are rich.

Over the past 50 years, according to a new study by the Pew Research Center, the proportion of Black Americans who are high-income (more than $156,000 a year) has risen from 5% to 12%.

Yet Black poverty in this country remains disproportionate.

Keep an eye out for tomorrow's Liberty Through Wealth article to read on...

BUILD AND PROTECT YOUR WEALTH

WEEK IN REVIEW

Here are the highlights from this week in Liberty Through Wealth:

 
 
 

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