Day 1: What Exactly is a “Fed-Proof” Portfolio?
Hey,
It’s Alexander Green, Chief Investment Strategist at The Oxford Club.
First off, I just want to say…
Congratulations on joining How to Build the Perfect Fed-Proof Portfolio!
I wanted to start off explaining why I decided to do this event.
In short, the last two years have been a very difficult market to make sense of.
In 2022, we saw a rare “double decline” in stocks and bonds. Together, their combined return was the worst since 1872…
That’s 150 years!
In 2023, we’ve seen a rebound. (Especially over the last few weeks)
But investors still feel uneasy.
Why exactly?
Well… rapid inflation has driven the cost of living in America much higher over a short period.
And higher interest rates have hurt bond funds… and brought many growth stocks crashing back down to Earth.
Beyond that, economists warn that the Fed’s moves to throw cold water on inflation will eventually put us into recession… though it hasn’t happened yet.
As a result, investors feel worried.
They see 5-6% safe returns in Treasuries and CDs… and they ask themselves, “why should I have my money in stocks when I can get a guaranteed 6%?”
It’s a reasonable question.
But here’s the reason why.
November was a huge month for stocks… the best since mid-2022. And the S&P 500 for the year is up 19% – far more than the 6% you might get from a Treasury.
In short, over the long haul, stocks can deliver much bigger gains.
And that’s exactly why I created this training, How to Build the Perfect Fed-Proof Portfolio.
I wanted to design a portfolio that could help you stay in stocks, no matter what was going on, and radically beat the market.
I tested dozens of different metrics and formulas, looking for the very best.
And in the end, I found a set of four simple metrics that seemed to outperform in every timeframe I tested.
Over the past year, when stocks were up, it still grew 9 times faster than the S&P 500.
Over the last two years, when stocks and bonds were down, this portfolio still more than doubled – up 126%.
It went up 16 times the market over the last three years.
It beat the market over 5 years… 10 years… 15 years.
And over 20 years, it delivered a total return of 6,570% versus just 491% for the S&P 500.
You can see why I have made this approach a top priority for all of my readers.
I believe that if you are going to succeed in stocks going forward, this is the best recipe for success.
It’s essentially Fed-proof.
It worked when interest rates were zero. It worked when the Fed drove rates higher.
It worked in bull markets and bear markets.
It worked in all kinds of different political conditions.
And yet, it is so simple.
It just requires four metrics.
In our historical testing, those four metrics eliminated more than 15,000 potential stocks from contention. And brought it down to just 15 top-level stocks poised to dominate the markets.
So that’s what I’m going to teach you coming up.
I’ll give you all four metrics for free during the training.
The big event starts on December 13 at 1 P.M. ET
Do everything you can to make sure you do not miss it.
We get emails from people all the time who forgot to attend big events like this and really regret it.
Don’t let that be you!
Tomorrow, we will be back with another message highlighting how I came upon the four simple metrics.
Keep an eye on your inbox for that.
Good investing,
Alexander Green