The Oxford Income Letter Review

The Oxford Income Letter is a financial newsletter published by The Oxford Club, a private investment club with over 150,000 members worldwide. The newsletter offers investment advice on a range of income-producing assets, such as dividend-paying stocks, bonds, and options. In this review, we will delve into the content and value proposition of The Oxford Income Letter.

The Oxford Income Letter Review
The Oxford Income Letter Review

Background and History

The Oxford Club was founded in 1989 by William Bonner, who is also the founder of Agora Inc., a publishing company that specializes in financial and health-related content. The Oxford Club aims to help its members achieve financial freedom through investment education, research, and networking. The club’s flagship newsletter is The Oxford Communiqué, which provides macroeconomic insights and investment ideas. The Oxford Income Letter was launched in 2007 to cater to the growing demand for income-oriented investments.

Content and Features

The Oxford Income Letter is a monthly newsletter that provides a mix of investment recommendations, market analysis, and portfolio management strategies. The newsletter is written by Marc Lichtenfeld, a seasoned financial journalist with over 25 years of experience in the industry. Lichtenfeld is also the chief income strategist of The Oxford Club and manages several income-oriented investment services, such as the Oxford Bond Advantage and the Oxford Income Alert.

The newsletter’s main focus is on dividend-paying stocks, which are companies that distribute a portion of their profits to shareholders in the form of regular cash payments. Dividend-paying stocks are a popular choice among income investors as they provide a steady stream of income and have historically outperformed non-dividend-paying stocks. The Oxford Income Letter provides a list of recommended dividend stocks, along with their dividend yields, payout ratios, and other relevant metrics. The newsletter also covers other income-producing assets, such as real estate investment trusts (REITs), master limited partnerships (MLPs), and high-yield bonds.

In addition to investment recommendations, The Oxford Income Letter includes market commentary and analysis. Lichtenfeld provides his views on the current state of the economy and the financial markets and how they may impact income investors. The newsletter also covers macroeconomic indicators, such as interest rates, inflation, and GDP growth, and how they may affect income-producing assets.

The Oxford Income Letter also provides portfolio management strategies for income investors. The newsletter advises investors on how to construct a diversified income portfolio and how to manage risk. The newsletter also provides updates on the recommended stocks and assets, including when to buy, hold, or sell.

Subscription and Cost

The Oxford Income Letter is available by subscription only. The annual subscription cost is $99, which includes 12 monthly issues of the newsletter, access to the online archive, and several bonus reports, including the “Dividend Calendar” and the “Guide to Dividend Reinvestment Plans.” The newsletter also comes with a 365-day money-back guarantee.

Pros & Cons

Pros

  • The Oxford Income Letter provides in-depth analysis and research on income-producing assets, particularly dividend-paying stocks, which can help income investors make informed investment decisions.
  • Marc Lichtenfeld, the chief income strategist of The Oxford Club, is a seasoned financial journalist with over 25 years of experience in the industry, which lends credibility to the newsletter’s content.
  • The newsletter covers a range of income-producing assets, including stocks, bonds, REITs, and MLPs, which provides a diversified set of investment options for income investors.
  • The subscription cost of $99 per year is relatively affordable compared to other financial newsletters and investment services.

Cons

  • The newsletter’s focus on income-producing assets may not be suitable for investors who are primarily interested in capital appreciation.
  • The newsletter’s investment recommendations may not be suitable for all investors, as they may vary depending on an investor’s risk tolerance, financial goals, and investment horizon.
  • The newsletter may not provide enough actionable ideas for experienced investors who already have a well-diversified income portfolio.

Conclusion

Overall, The Oxford Income Letter is a valuable resource for income investors looking for in-depth analysis and research on income-producing assets. The newsletter’s focus on dividend-paying stocks and other income-oriented assets provides a range of investment options for income investors. Marc Lichtenfeld’s extensive experience in the financial industry adds credibility to the newsletter’s content, and the subscription cost is relatively affordable compared to other financial newsletters and investment services. However, investors should keep in mind that the newsletter’s investment recommendations may not be suitable for all investors, and it may not provide enough actionable ideas for experienced investors with a well-diversified income portfolio. Overall, The Oxford Income Letter is worth considering for income-oriented investors looking to diversify their portfolios and generate a steady stream of income.