Events/Stowe/Stove VT 2016 07 18 Nathan
Maximizing Your Investment Future Nathan Hurd Director of Trading Services
WEALTH: The abundance of valuable resources.
The way you define wealth determines how wealthy you are.
What is your “why” for investing? I could achieve my “why” faster if only I had _________.
The clearer you are about why you invest, the more success you’ll have. My why…
Headlines • “This is why you can expect another global stock market meltdown” • “Dow Dives 508.32 Points In Panic on Wall Street • “What Recovery? The Five Myths About the Economy” • “Wall St. In Panic as Stocks Crash” • “Talk about a low bar — What could be the ugliest earnings season since 2009 began” • “Former Goldman Analyst: A major war is coming at the end of 2012” • “Crazy Stox like a hooker’s drawers…UP, DOWN, UP”
Headlines • “Stocks extend gains as oil rallies ahead of earnings season start” • “Historic pattern says the risk of a 2016 bear market is zero” • “Brokers Believe Worst Is Over and Recommend Buying of Real Bargains” • “Stocks Soar As Bank Aid Ends Fear of Money Panic” • “A rare sign of strong momentum occurred over the past two weeks” Mark Hulbert
“Where focus goes energy flows.”
Assuming 10% Return and 100k investment…. Time
2.5%
1 year
-$2,500
3 years
-$8,870
5 years
-$17,488
8 years
-$36,011
10 years
-$53,271
What % of Managed Funds beat the indexes over 10 yrs? >5%
Why does The Oxford Club exist?
“Help our members and employees achieve a rich life”
“A Rich Life” • • • • • •
Monetary Gain & Financial Freedom Extraordinary Experiences Philanthropy Personal Achievement Legacy Strong Relationships with Successful and Independent Minded People
What else?
Perspective
Who we are… •The Oxford Club is an independent financial organization with members in more than 100 different countries and affiliated Clubhouses around the world. •Founded in 1989, we are the longest running financial publisher under Agora Inc.
The Big Picture: Agora Inc: (Parent Company) Founder-Bill Bonner
The Oxford Club
Communique, Oxford Income Letter, Etc.
Momentum Alert, Insider Alert, True Value Alert, Oxford Systems Trader, Lightning Trend Trader, Prime Systems Trader, Bond Advantage
Early Investing
Start Up Investor
“Investment Newsletters”: 1. Oxford Club Communiqué 2. Oxford Income Letter 3. Oxford Resource Explorer
“Trading Services” 1.The Momentum Alert 2.The Insider Alert 3.The True Value Alert 4.Oxford Systems Trader 5.Lighting Trends Trader 6.Prime Profits Trader 7.VIPER Alert 8.Oxford Bond Advantage 9.Advanced Energy Strategist 10.Gold and Resource Profit Hunter
How does it all fit together? Oxford Wealth Pyramid
Curse of Mediocrity
Inside the Services • Limit Order Vs. Market Order
• Trailing Stop Vs. Sell Stop
Benefits of Lifetime Membership ✓Expanded Perspective ✓Comprehensive ✓Goal Alignment ✓No Pressure ✓Legacy
✓Tax Benefit ✓Elite Group ✓Caps your research investment
Chairman’s Circle Service for Life ✓ ✓ ✓ ✓ ✓ ✓ ✓
Oxford Club Communiqué Oxford Income Letter Oxford Resource Explorer Momentum Alert True Value Alert Insider Alert Lightning Trends Trader
✓ ✓ ✓ ✓ ✓ ✓ ✓
Oxford Systems Trader Oxford Bond Advantage Advanced Energy Strategist VIPER Alert Prime Profits Alert Gold and Resource Profit Hunter Chairman’s Circle Breakout Alert
Everything we publish now and in the future… forever!
Conference Pricing for Chairman’s Circle • Normally each of these services are between $1k-$4,000 each year. • The Chairman’s Circle retails for $9,995 • At this conference the one-time fee is just $4,900
How can I make best use of all my research? 1. Don’t try to trade everything… 2. The most successful Members, find a comfortable balance between long-term buy-and-hold investing, and short-term trading. 3. Focus on the Oxford Wealth Pyramid/Pillars of Wealth 4. Do your own due diligence. 5. Re-evaluate every 6 months. 6. We can customize your membership.
Regulation D (SEC) Regulation D (or Reg D) contains the rules providing exemptions from the registration requirements, allowing some companies to offer and sell their securities without having to register the securities with the SEC.
Regulation D (SEC) A Regulation D offering is intended to make access to the capital markets possible for small companies (Start Ups), that could not otherwise bear the costs of a normal SEC registration.
What is an Accredited Investor? In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence… Or have generated income of at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year.
Private Placements: For you ONLY! • Early Investing has arranged exclusive access to private placement deals for their members ONLY. • These deals will be set up through a highly reputable venture capital firm with an excellent track record for success.
• Late Stage FUND • Minimum investment $10,000 • Extremely limited: This fund will be limited to 99 total investors.
• Detailed Report on the Exclusive Late Stage PreIPO Fund • Contact Information and Online Access to the Broker/Dealer • Equity Crowd-funding Crash Course • Immediate Access to Startup Investor • A Portfolio of individual Startup Investments • 2 additional fund investments yearly.
• Normally $5,900 • Special Conference Pricing $4,500 • Chairman’s Circle Members $3,900/ life • You’ll gain access to this PreIPO Fund at this conference.
SUMMARY • The way you define wealth determines how wealthy you are. • The clearer you are about why you’re investing, the more successful you’ll be. • Where focus goes energy flows.
Questions?
WEALTH: The abundance of valuable resources.
The way you define wealth determines how wealthy you are.
What is your “why” for investing? I could achieve my “why” faster if only I had _________.
The clearer you are about why you invest, the more success you’ll have. My why…
Headlines • “This is why you can expect another global stock market meltdown” • “Dow Dives 508.32 Points In Panic on Wall Street • “What Recovery? The Five Myths About the Economy” • “Wall St. In Panic as Stocks Crash” • “Talk about a low bar — What could be the ugliest earnings season since 2009 began” • “Former Goldman Analyst: A major war is coming at the end of 2012” • “Crazy Stox like a hooker’s drawers…UP, DOWN, UP”
Headlines • “Stocks extend gains as oil rallies ahead of earnings season start” • “Historic pattern says the risk of a 2016 bear market is zero” • “Brokers Believe Worst Is Over and Recommend Buying of Real Bargains” • “Stocks Soar As Bank Aid Ends Fear of Money Panic” • “A rare sign of strong momentum occurred over the past two weeks” Mark Hulbert
“Where focus goes energy flows.”
Assuming 10% Return and 100k investment…. Time
2.5%
1 year
-$2,500
3 years
-$8,870
5 years
-$17,488
8 years
-$36,011
10 years
-$53,271
What % of Managed Funds beat the indexes over 10 yrs? >5%
Why does The Oxford Club exist?
“Help our members and employees achieve a rich life”
“A Rich Life” • • • • • •
Monetary Gain & Financial Freedom Extraordinary Experiences Philanthropy Personal Achievement Legacy Strong Relationships with Successful and Independent Minded People
What else?
Perspective
Who we are… •The Oxford Club is an independent financial organization with members in more than 100 different countries and affiliated Clubhouses around the world. •Founded in 1989, we are the longest running financial publisher under Agora Inc.
The Big Picture: Agora Inc: (Parent Company) Founder-Bill Bonner
The Oxford Club
Communique, Oxford Income Letter, Etc.
Momentum Alert, Insider Alert, True Value Alert, Oxford Systems Trader, Lightning Trend Trader, Prime Systems Trader, Bond Advantage
Early Investing
Start Up Investor
“Investment Newsletters”: 1. Oxford Club Communiqué 2. Oxford Income Letter 3. Oxford Resource Explorer
“Trading Services” 1.The Momentum Alert 2.The Insider Alert 3.The True Value Alert 4.Oxford Systems Trader 5.Lighting Trends Trader 6.Prime Profits Trader 7.VIPER Alert 8.Oxford Bond Advantage 9.Advanced Energy Strategist 10.Gold and Resource Profit Hunter
How does it all fit together? Oxford Wealth Pyramid
Curse of Mediocrity
Inside the Services • Limit Order Vs. Market Order
• Trailing Stop Vs. Sell Stop
Benefits of Lifetime Membership ✓Expanded Perspective ✓Comprehensive ✓Goal Alignment ✓No Pressure ✓Legacy
✓Tax Benefit ✓Elite Group ✓Caps your research investment
Chairman’s Circle Service for Life ✓ ✓ ✓ ✓ ✓ ✓ ✓
Oxford Club Communiqué Oxford Income Letter Oxford Resource Explorer Momentum Alert True Value Alert Insider Alert Lightning Trends Trader
✓ ✓ ✓ ✓ ✓ ✓ ✓
Oxford Systems Trader Oxford Bond Advantage Advanced Energy Strategist VIPER Alert Prime Profits Alert Gold and Resource Profit Hunter Chairman’s Circle Breakout Alert
Everything we publish now and in the future… forever!
Conference Pricing for Chairman’s Circle • Normally each of these services are between $1k-$4,000 each year. • The Chairman’s Circle retails for $9,995 • At this conference the one-time fee is just $4,900
How can I make best use of all my research? 1. Don’t try to trade everything… 2. The most successful Members, find a comfortable balance between long-term buy-and-hold investing, and short-term trading. 3. Focus on the Oxford Wealth Pyramid/Pillars of Wealth 4. Do your own due diligence. 5. Re-evaluate every 6 months. 6. We can customize your membership.
Regulation D (SEC) Regulation D (or Reg D) contains the rules providing exemptions from the registration requirements, allowing some companies to offer and sell their securities without having to register the securities with the SEC.
Regulation D (SEC) A Regulation D offering is intended to make access to the capital markets possible for small companies (Start Ups), that could not otherwise bear the costs of a normal SEC registration.
What is an Accredited Investor? In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence… Or have generated income of at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year.
Private Placements: For you ONLY! • Early Investing has arranged exclusive access to private placement deals for their members ONLY. • These deals will be set up through a highly reputable venture capital firm with an excellent track record for success.
• Late Stage FUND • Minimum investment $10,000 • Extremely limited: This fund will be limited to 99 total investors.
• Detailed Report on the Exclusive Late Stage PreIPO Fund • Contact Information and Online Access to the Broker/Dealer • Equity Crowd-funding Crash Course • Immediate Access to Startup Investor • A Portfolio of individual Startup Investments • 2 additional fund investments yearly.
• Normally $5,900 • Special Conference Pricing $4,500 • Chairman’s Circle Members $3,900/ life • You’ll gain access to this PreIPO Fund at this conference.
SUMMARY • The way you define wealth determines how wealthy you are. • The clearer you are about why you’re investing, the more successful you’ll be. • Where focus goes energy flows.
Questions?
