A Bull Market South of the Border

The past 12 months have been unprofitable for most U.S. investors. But things are looking up... especially if you look down south. [Shield] AN OXFORD CLUB PUBLICATION [Wealthy Retirement]( [View in browser]( SPONSORED [92-Year-Old Multimillionaire's Strange Deathbed Regret]( [Old man in garden]( 92-year-old newfound multimillionaire Marvin turned $635K into $3.6M in 9 years. It's a rare example of spectacular financial success, especially at that stage in life. His only regret... he won't live long enough to do it again. YOU still can use his moneymaking secret. See how, [by clicking here.]( Editor's Note: We're breaking all of the rules today... In today's column, we're sharing an article by Research Director Kristin Orman from the May issue of our monthly newsletter, The Oxford Income Letter. In the article, Kristin stresses the importance of diversifying your portfolio geographically. (More on that in a moment...) But smart investors also need to be diversifying when it comes to sectors and assets. If you're a little light on energy exposure, you'll want to look into Chief Income Strategist Marc Lichtenfeld's [No. 1 oil and gas income play](. It's NOT a stock, bond or private company... But this little-known alternative investment could hand you [big monthly income from the oil and gas surge](. [Details here.]( - Rebecca Barshop, Senior Managing Editor [MARKET TRENDS]( [A Bull Market South of the Border]( [Kristin Orman, Research Director, The Oxford Club]( [Kristin Orman]( The past 12 months have been unprofitable for most U.S. investors. However, things are looking up... especially if you look down south. And this column underscores the importance of geographical portfolio diversification. U.S. stocks have given investors a lot to cry about over the past 12 months. But as the chart below shows, Mexican stocks have shareholders shouting "¡Olé!" [Chart: S&P vs. Mexico]( One of the most popular exchange-traded funds (ETFs) for investing in Mexican stocks is the iShares MSCI Mexico ETF (NYSE: EWW). It's the largest country-specific ETF that focuses on Mexican stocks. Its largest holdings include América Móvil, Cemex SAB de CV, Grupo Financiero Banorte and Walmart de México y Centroamérica. Over the last 12 months, the iShares MSCI Mexico ETF returned 20% with dividends reinvested, while the SPDR S&P 500 ETF Trust (NYSE: SPY) lost 4.3%. Mexican stocks were also the surprise winner of 2022. The iShares MSCI Mexico ETF generated a positive 1.26% return, including dividends, while the SPDR S&P 500 ETF Trust went down 18.2%. It was an impressive feat given 2022's market conditions. It was even more impressive given the ETF's massive underperformance in recent years. SPONSORED ["The Single Most Predictable, Profitable, Income-Gushing Investment of My 40-Year Career" - Alexander Green]( [Reach a Golden Star]( Thanks to a major mistake by Vladimir Putin... Wall Street is now projecting a rise from $30 to $280 for one energy stock. The company has seen profits rise 2,400% since 2020... it pays a 10% dividend... and it's now able to make up to $200 million per shipment of its product. [Here's everything you need to know from legendary stock picker Alexander Green...]( Between April 11, 2013, and March 20, 2020, Mexican stocks suffered a brutal bear market. The iShares MSCI Mexico ETF declined a whopping 59.3%, with dividends reinvested. Since March 2020, the Mexican ETF has soared - returning nearly 98%, with dividends reinvested, in three years. Indeed, despite persistent negative headlines about Mexico's crime, public safety and political challenges, Mexican companies and their stocks are outperforming. Why? For one, higher oil export prices have benefited the Mexican economy. The country is also benefiting significantly from the "nearshoring" trend that has U.S. companies looking to Mexico for their manufacturing needs. An uptick in the U.S. economy should benefit Mexico too. Globalization makes the case for geographic diversification even stronger. Proper diversification - including investing across multiple regions - is the best way that I know to build a portfolio that produces consistent and lasting returns. It gives you exposure to different economies with different growth rates, from emerging markets (like Mexico) to more developed ones (like the U.S.). Not that long ago, it was fairly difficult for U.S. investors to find information on foreign companies, let alone invest in them. The good news is that today that's not the case. It's easier than ever to invest globally and find information about foreign companies - even in English. You can thank the internet! From ETFs like the iShares MSCI Mexico ETF to American depositary receipts, there are several ways to gain exposure to companies operating outside of the U.S. without trying to buy them on a foreign stock exchange. You can just say no to currency conversion. So don't forget to double-check your portfolio's geographical diversification. The Oxford Club recommends sticking 30% of your portfolio into investments outside of the U.S. Good investing, Kristin [Leave a Comment]( [The Oxford Club's 2023 Private Wealth Seminar at the Edgewood Tahoe Resort in South Lake Tahoe, September 6-7, 2023. Click here to register.]( RECOMMENDED LINKS [Your Stocks Taken a Beating? See the (Secret) Signal That Separates Big Winners From Painful Losers. Watch the Full Presentation.]( [Yours Free! 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But things are looking up... especially if you look down south.%0D%0A%0D [Push Alert]( [Push Alert]( SPONSORED [Even in this market...]( [Hologram of Brain]( Google, Apple, Microsoft and even the U.S. military are investing billions in XRI... Should you? Citi projects that [this generation-defining technology]( could be 20X bigger than the internet boom. [>> Discover XRI Here]( [The Oxford Club]( You are receiving this email because you subscribed to Wealthy Retirement. Wealthy Retirement is published by The Oxford Club. Questions? Check out our [FAQs](. Trying to reach us? [Contact us here.]( Please do not reply to this email as it goes to an unmonitored inbox. 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