The Oxford Income Letter is a subscription-based newsletter that provides income investing strategies.
Investors have been using dividend-paying stocks for income for over one hundred years. Even Warren Buffet’s portfolio includes many dividend stocks.
But with thousands of stocks to choose from, it can be daunting to do the research and find the right picks yourself.
That’s the target of The Oxford Income Letter. Their newsletter is focused on those who want to get passive income and take advantage of dividend strategies, but without spending hours in front of stock charts to find those stocks yourself. They do the research for you, so you don’t have to.
What is The Oxford Income Letter
Written by Marc Lichtenfeld, The Oxford Income Letter delivers investment analysis to your inbox every month. It also includes a weekly update of their four investing portfolios.
Marc has been in investment research for over twenty years and has worked for some top companies. He has written several books, including Get Rich With Dividends, which became a bestseller. Marc specializes in dividend stocks and income strategies, and is famous for the 10-11-12 strategy.
The 10-11-12 strategy is an approach that aims to find stocks that will, for 10 years, provide 11% yields, and 12% annual returns.
The Oxford Income Letter is part of The Oxford Club, which is one of the longest running investment clubs around. They have several newsletters, including the Oxford Communique, which includes a variety of stock picks.
The Oxford Income Letter Pricing Options
The newsletter has three levels of subscription service.
Standard Subscription: $79 per year
The standard plan provides a digital subscription to the letter. The first year of standard is $49, but then jumps to $79 per year after that.
Deluxe Subscription: $129 per year
Includes email and website access to the letter.
Premium Subscription: $249 per year
The premium subscription plan starts out at $79 per year and then rises to $249 after that.
This plan includes digital access to the letter as well as a physical copy mailed to you every month.
In addition, the premium plan gives you access to four portfolios: the Instant Income Portfolio, the Compound Income Portfolio, the High Yield Portfolio and the Fixed Income Portfolio.
Finally, the premium plan also includes the Ultimate Dividend Package. This package comes with 2 special reports: “Retire Rich With Five Small Cap Dividend Stocks,” and “101 Ways to Grow and Protect Your Retirement Savings”
All of the subscription options have a 365 day money back guarantee. So, you can try out 12 newsletters to see how you like the advice before you are on the hook for the full annual cost.
The Oxford Income Letter Investment Performance
The letter mostly utilizes dividend stock strategies, and they claim the advice has outperformed the S&P 500.
In the ultimate dividend package, included with the premium subscription, the letter says they will show you an investment strategy with an “ultra-safe 8% yield.”
They also show that dividends have accounted for 90% of the return of US stocks, and that they have less risk than non-dividend stocks.
Pros and Cons
The Oxford Income Letter is one of many digital investment strategy tools. As with anything, it has both its strengths and weaknesses. You’ll want to compare several options to see which fits you best.
- Proven dividend strategies
- Four portfolios to choose from
- Stock picks made for you
- High subscription costs
- Doesn’t have advances strategies or tools
Is The Oxford Income Letter Right for You?
We know that investing has historically rewarded investors with high returns and income, but many don’t have the time to search out strategies for themselves.
That’s where a resource like The Oxford Income Letter comes in. They do the hard work of investment research and analysis for you. Marc Lichtenfeld has been in the business many years and is a well-respected authority. So you can read his analysis and act on his recommendations with confidence.
Not only that, but they provide proprietary investment portfolios that you can’t get access to anywhere else.
However, if you’re looking to day trade stocks, or if you want less-common alternative investments, The Oxford Income Letter might not be the best fit. They don’t provide you with options for doing your own investment research.
For those who want a powerful research tool with advanced screeners, you’ll want to look at something like Market Chameleon.
Additionally, the letter concentrates on dividend stock strategies, so if you’re looking for a wider variety of strategies, you may want to look at a platform such as The Motley Fool.
But if you’re a long-term investor that wants high-quality analysis delivered to your email every month, then you should check out The Oxford Income Letter here.