How to Use Each of My Four Specialized Model Income Portfolios

Welcome to The Oxford Income Letter! I’m Marc Lichtenfeld, Chief Income Strategist here at The Oxford Club. I’m excited to have you onboard!

I’ve designed The Infinite Income Master Plan video series to get you up to speed on my strategy as quickly as possible. I want to make sure that you get the most out of your subscription. That way, you can begin maxing out your retirement income immediately.

As a subscriber to The Oxford Income Letter, you’ll have access to The Oxford Income Letter website and all of my special reports and dividend investing tools.

I’ll get to those in the following videos.

But first, let me introduce my four specialized model income portfolios.

Your Oxford Income Letter subscription includes recommendations in four separate portfolios. Each portfolio was created to help you meet specific income goals.

They’re called the Instant Income Portfolio, the Compound Income Portfolio, the High Yield Portfolio and the Fixed Income Portfolio.

The Instant Income Portfolio was designed to provide you with income for today.

So if you’re looking for cash to pay for everyday expenses, you may want to consider investing in positions in the Instant Income Portfolio. This is where you should start if you need money right now.

But if you have a longer time horizon for your investments and want to build your wealth through dividend reinvestment, you’ll want to check out the Compound Income Portfolio.

The Compound Income Portfolio amplifies the growth of your money through the power of compounding. In order to make it work, you must keep reinvesting your dividends and hold on to all of your shares.

If you’re in the position to take on a little more risk for slightly higher dividend yields, the High Yield Portfolio may be right for you.

Finally, if you want to generate reliable interest income from big, stable companies, the Fixed Income Portfolio has you covered. This portfolio was designed to provide conservative fixed income for the future.

Remember, before deciding which portfolio or portfolios to invest in, you’ll want to think about your own personal income goals.

Are you looking to grow your wealth, generate income by receiving regular payments, or achieve stability and protection of your invested capital?

Your investment time horizon is important, too. How long can you afford to hold a stock or bond?

Matching up your time horizon and your investment goals will help maximize your chances of turbocharging your retirement income.

Now, you need to keep in mind that I follow The Oxford Club’s customary 25% trailing stop in the Instant Income and Retirement Catch-Up/High Yield portfolios.

If a position falls below my stop, we’ll sell the stock.

We use trailing stops to help you protect your capital. Trailing stops give you control over your downside risk.

They’re easy to set up. If you need help, just ask your broker.

We don’t use trailing stops in the Compound Income Portfolio. Since this portfolio uses a long-term approach, we’re less concerned about short-term dips.

That’s because we’re reinvesting our dividends. If the stock falls, that means we have the chance to buy more shares with our dividends at lower prices.

As long as the fundamentals of the business haven’t changed and the company continues raising its dividend, we’ll hold on to the stock.

But if the fundamentals or dividend growth heads south, I’ll tell you to sell the position.

Don’t worry. I’ll make it easy for you.

I’ll always tell you when it’s time to buy. And I’ll always tell you when it’s time to sell.

In the next video of my series, I’ll talk to you about dividend safety and why it’s important to know how safe a company’s cash payouts are.

Keep watching to find out more.