How Oxford Bond Advantage Works

By The Oxford Club Research Team

Welcome aboard!

This will be the best thing you will ever do with your money. Oxford Bond Advantage is a predictable and reliable way to make exceptional returns outside of the stock market’s craziness and losses.

And before you get your first alert, we wanted to give you a heads-up about how to best use this service.

When you get a recommendation, the first thing you must do is fight the urge to be a rate-pig. A rate-pig is someone who sees a high annual return and buys as much as they can afford.

Seeing returns of 10%, 20%, and as much as 30% a year from these recommendations might seem like too much to resist. But you cannot load up on just a handful of bonds.

Fewer Is Better

In fact, in this service, it’s best to buy smaller positions in a variety of our bond recommendations rather than piling into just a few of them. We know that with a 100% success ratio, it’s easy to assume you’ll be fine… And in most cases, you will be. But we must use all the tools we have available to protect ourselves – and that means limiting our position sizes.

If you are working with a limited amount of money, you can buy as few as one bond. Some brokers will tell you buying one-bond lots is not a good idea. Some will even tell you that you can’t buy one-bond lots.

Baloney! It’s true that the more bonds you buy, the less you’ll pay for them. That’s how the bond market works. But the small increase in price for buying fewer bonds will give you more options, greater safety, and greater diversification. It’s a good trade-off.

If you’re working with larger amounts of money, obviously you can buy larger positions. But no matter how much money you have, plan on owning as many smaller positions as you can. Having 20 different positions is not out of the question. Five should be considered the minimum.

You Can’t Buy Them All

We will be putting out a lot of recommendations. Obviously, you can’t buy all of them. You decide which ones fit you best. We know that with a 100% success ratio, this is a little overkill, but as we’ve said many times, the way to make money is not to lose any.

So let’s use every tool we have to limit any downside by limiting our exposure to any one position.

Ask First

Questions will come up about how to use and implement the trades. Many of you have never used this type of investment before, so you will definitely have questions. Feel free to email us at editor@oxfordbondadvantage.com. This email is also included at the bottom of every alert.

Legally, we are not allowed to give personal advice, but we will respond to your questions in our alerts as long as they do not require personal advice.

Broker Help

In every alert, we list brokers who are bond specialists and can handle any question or problem that comes up. We cannot recommend one broker over another, and you need to know that no one in our company receives any compensation of any kind from them for listing their names.

Note: The Oxford Club is not a broker, dealer, or licensed investment advisor. No person listed below should be considered as permitted to engage in rendering personalized investment, legal, or other professional advice as an agent of The Oxford Club. Additionally, any individual services rendered to Oxford Club Members are considered completely separate from and outside the scope of services offered by The Oxford Club. Therefore, if you choose to contact an individual listed below, such contact – as well as any resulting relationship – is strictly between you and that individual. Members should always perform their own due diligence when selecting professional services.

The following bond advisors are very familiar with Oxford Bond Advantage and have been working with subscribers for years.

Ron McCoy, Freedom Capital Advisors: 407.614.2006, 877.79.mccoy (877.796.2269) or Ron@FreedomCapitalAdvisors.com
Ron Kramer, B. Riley Financial: 917.887.2386, 877.70.bonds (877.702.6637) or RKramer@BRileyWealth.com
George Walters, International Assets Advisory: 321.293.0284 or GWalters@IAAC.com

The brokers are there to help you, and that’s the only reason their names are included in the alerts.

In the past, many of our readers who have had problems finding the bonds we recommend have used the listed brokers to buy them. We make sure before sending out an alert that they have the bonds at the price we list. That’s how we can be certain we’re not sending you on a wild goose chase.

So if your broker says one of our recommendations isn’t available or that they can’t buy small positions for you, give one of these folks a call. We know they can do it.

You can also buy these bonds from your online brokers, but with certain firms, you may have to call and ask to speak to the bond desk to do so.

Additionally, the following Oxford Club Pillar One Advisors can help you with your bond trades. If you want to work with the advisors listed below, you will have to open accounts with them. Each advisor may have their own minimum account size requirements.

Andrew Brookman, Alpha Strategic Advisors: 203.524.0711 or ABrookman@AlphaStrategicAdvisor.com
Josh Newman, Martin Truax, The Investment Planning and Management Group of Raymond James: 770.673.2177 or Josh.Newman@RaymondJames.com
Ron Chandler, Summit Investment Management: 414.291.4488 or RChandler@SumInvest.com

Price Change

Despite all of our best efforts, bonds do jump in price after we send out an alert.

Do not chase the price. We will list a buy limit or a buy range in the alert. Stick to it.

It’s more than likely that the bond price will drop down to more reasonable, recommended levels in a few days – possibly within a week or two. Regardless, have patience. If it doesn’t come back down for some strange reason, then it’s probably not worth it.

Please email us as soon as you can if the price has run up. We will take a look at it. There will be lots of buying opportunities, so don’t force anything. Take your time, and it will pay off.

Read It All

Read the whole alert – not just the part about what to buy. These are designed to educate you about bonds and the bond market and to keep you up to speed about what’s going on in our portfolio.

Look for the alerts every Wednesday. But if something urgent comes up, like a buy or a sell, we will send it out as soon as possible. So watch your inbox.

And please, keep in touch. Even though we can’t reply to you directly, we need to know what you’re thinking, what kind of problems you are encountering, and what questions you may have. Your feedback and questions are the best part of this job.

Look for the email address in every alert: editor@oxfordbondadvantage.com.

This is the best thing you will ever do for your money!

If you follow the few guidelines for the service, we will make money! But you must be disciplined in your buying, and you must pay attention to the information we give in the alerts. Yes, it is that important!

Never Lose Money!

Last but not least, remember the golden rules:

Rule 1: Never lose money.
Rule 2: When in doubt, refer to Rule 1!

We’re serious. For most of us, this is our last window of opportunity to put together enough money to retire. Take your time building your portfolio and stay on top of the alerts. It will pay off.

Thank you for being a subscriber to Oxford Bond Advantage. We’re excited for you to get started!

Editorial Note: From time to time, The Oxford Club will discuss investment ideas that will not be included in the Club’s various portfolios. There are certain situations where we feel a company may be an extraordinary value but may not necessarily fit within the selection guidelines of these existing portfolios. In these cases, the recommendations are to be considered speculative and should not be considered part of any of the Club’s portfolios.

Also, by the time you receive this report, there is a chance that we may have exited a recommendation previously included in one of our portfolios. Occasionally this happens because we use a disciplined “trailing stop” philosophy with the majority of our investments, meaning that anytime a company’s share price falls 25% from its high, we sell the stock. For the most up-to-date look at what is included in our tracked portfolios, visit https://oxfordclub.com.

Legal Note: Nothing published by The Oxford Club should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation.

Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club, LLC, 105 West Monument Street, Baltimore, MD 21201

September 2024.