Every now and then, someone comes along who shifts the way you think.
For me, Alexander Green is one of those people.
He’s not the only one – I’ve been blessed to learn from many great voices over the years. But Alex is one I’ve followed closely for a long time, and for good reason.
It started with his incredible success in the markets. His track record speaks for itself, and he’s helped thousands grow their wealth with wisdom and discipline.
But what really set him apart for me was something deeper.
Alex helped me step back from the grind and see life from a higher view. He showed me that building wealth is important – but it’s not everything. A truly rich life is about purpose, peace, and the people we care about most.
That’s why his Beyond Wealth articles hit home every time. They’re thought-provoking, practical, and often exactly what I need to hear.
Today, I’m sharing one of those articles with you. I’m also including a way to follow Alex and the seven stocks he believes could be “The Next Magnificent Seven” – his top picks for what’s ahead in the market.
If you’re looking to grow your wealth and your life, this is a great place to begin.
To Your Legacy,
Chris Witmer
Why You Should Invest in the NEXT Magnificent Seven
By: Alexander Green /// Chief Investment Strategist, The Oxford Club
The Oxford Club is dedicated to showing its Members the shortest, most direct route to achieving their most important investment goals, whether that’s retiring early or living the life of their dreams.
How do we do this? Let me count the ways…
We have an asset allocation model that shows Members how to divide their portfolio among growth and value stocks, foreign and domestic stocks, small- and large-caps, and high-grade and high-yield bonds.
We have various portfolios – including our Oxford Trading Portfolio, Oxford All-Star Portfolio, Ten-Baggers of Tomorrow Portfolio, and Gone Fishin’ Portfolio – that have delivered high returns in both good times and bad.
That’s because we work within a battle-tested investment system.
For example, our stocks must meet certain strict criteria before we recommend them, including sales and earnings growth, profit margins, return on equity, institutional sponsorship, etc.
We also have strict sell criteria. Best known are our trailing stops, which protect both our profits and our principal.
We have a position-sizing strategy. For example, we recommend that Members never invest more than 4% of their equity portfolio in any single stock.
If it works out well, it might become a much larger percentage of your portfolio. But that gain will be protected by a trailing stop, so it never slips through your fingers.
What if a stock recommendation doesn’t work out?
Well, if you took our maximum loss (25%) on our maximum position size (4%), your stock portfolio would be worth 1% less.
That’s not bad for a worst-case scenario.
Unlimited upside potential with only 1% downside risk is smart risk management, which is what we specialize in.
I’ve been Chief Investment Strategist of The Oxford Club for 24 years. (For 16 years before that, I was a research analyst and portfolio manager on Wall Street.)
Our portfolios have beaten the market by a considerable margin over those 24 years.
That doesn’t mean much, unfortunately, because everyone in our industry claims that they are slaying the market.
But are they really? (There’s a reason the PGA requires another player to attest to each player’s scorecard.)
Everyone has investment ideas that work out. And everyone has investment ideas that don’t work out.
We are no different. But we never let a small loss turn into an unacceptable loss.
And when our ideas work out, the returns are often extraordinary.
For instance, a year ago I warned readers here that The Magnificent Seven was becoming the most overcrowded trade on the planet.
And while I conceded that these seven companies – Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla – were likely to remain dominant, it was not possible for them to continue the fabulous returns over the next few years that they gave over the past few.
(Their trillion-dollar-plus market caps make that a virtual certainty.)
I recommended that Oxford Club Members invest instead in a group of smaller, up-and-coming technology firms that I dubbed “The Next Magnificent Seven.”
A year later, the S&P 500 is up 13%. The Magnificent Seven are up 21%. And The Next Magnificent Seven?
They’re up 86%. Seven times as much as the market. And four times as much as the original Magnificent Seven.
Now that’s serious outperformance. And a big reason why so many Liberty Through Wealth readers have become Oxford Club Members.
If you’d like to become a provisional member of the Club, an annual membership costs $49.
And we’re happy to refund your money if you’re not completely satisfied.
However, there’s another important factor that sets The Oxford Club apart from the competition.
And it’s this: We understand that money is not the most important thing in your life. It’s the people you care about.
That’s why I write a column in our flagship newsletter The Oxford Communiqué each month called “Beyond Wealth.”
Over the years, it’s generated more positive feedback than anything we publish – including The Next Magnificent Seven.
Over the next couple weeks, I’m going to be out of the country. And my editor – Nicole Labra – said she’d like to run a few of these columns here in Liberty Through Wealth.
I’m happy to share them with you.
(If it also encourages you to become a dues-paying Oxford Club Member, even better!)
Because we focus on just one thing at the Club: ideas that lead to a richer life.
That’s what sets us apart. And it’s another reason you should join the Club if you haven’t already.
