Individual investors deserve better than opaque, underperforming bond funds and bond ratings that don’t speak to whether a bond is a good investment. We founded BondSavvy to make bond investing easy and more profitable and to put individual investors in control of their investment portfolios.Subscriber Calendar See Our Strategy
To empower individual investors to own bonds direct and to benefit from the income, growth, and safety of individual corporate bonds through comprehensive, easy-to-understand bond recommendations.
BondSavvy's individual corporate bond recommendations empower subscribers to own bonds direct and to achieve returns higher than bond funds and ETFs. BondSavvy recommends 4-6 new corporate bonds each quarter during The Bondcast, an interactive subscriber investment webinar. We closely monitor our recommended corporate bonds and issue quarterly buy/sell/hold updates. Our subscribers own their bonds direct and follow the below three steps when investing in individual corporate bonds:
BondSavvy presents new buy recommendations during The Bondcast, a quarterly subscriber-only investment webinar, where we present the investment analysis that supports each new recommendation. Each edition of The Bondcast includes 4-6 new corporate bond recommendations.Watch Free Sample
You decide which of our recommended bonds to buy and make direct investments through your own online brokerage. Investing in bonds online is an efficient and competitive marketplace, where individual investors can invest at bond prices that are competitive with large bond funds.How To Invest Online
To maximize total returns and mitigate risk, we update our bond recommendations during quarterly subscriber webcasts and our emailed bond investment newsletter. Our buy/sell/hold updates evaluate a corporate bond issuer's financial performance and each bond's value relative to other corporate bonds in the marketplace.When To Sell Bonds
Very few investors own individual corporate bonds in spite of their advantages vs. bond funds. We founded BondSavvy to solve the key problems investors face so more investors can benefit from owning individual corporate bonds:
|Weak returns of overdiversified, inefficient bond funds and ETFs|
|Biased Moody's and S&P ratings that also ignore price, yield, and interest-rate risk|
|Difficult to select from 9,000 available corporate bonds|
|Many investors believe corporate bonds are too hard to understand|
|Investment returns that have outperformed the leading corporate bond funds and ETFs|
|Comprehensive investment analysis that picks bonds with high total return potential|
|4-6 new corporate bond picks presented every quarter following earnings releases|
|Educating and empowering investors is central to everything we do|
Investors who want income, protection of principal, capital appreciation, and transparency can find all of these benefits with individual corporate bonds. Corporate bonds offer many advantages over bond funds, dividend stocks, and municipal bonds:
With blue-chip companies such as Boeing, Disney, and Ford suspending dividends, corporate bond investing has never been more important. Individual corporate bonds provide investors with income they can rely on, opportunities for capital appreciation, and greater principal protection than dividend stocks.
BondSavvy has built a better mousetrap for corporate bond investing. We combine a proven bond investing strategy with a second-to-none subscriber experience.
With over 23 years of experience in the financial markets, BondSavvy founder Steve Shaw has created an investing strategy that provides subscribers an edge. Key parts of this strategy include:
We recommend corporate bonds that have attractive yields relative to their risk and have the opportunity for capital appreciation and strong total returns.See our full investment strategy
We make new corporate bond recommendations after quarterly earnings releases and as opportunities present themselves. This enables us to capitalize on opportunities over the course of time.Learn why our approach beats bond ladders
After making an initial recommendation, we regularly update our analysis based on new company financial reports and the performance of our recommended bonds
We sell previously recommended bonds when little upside remains based on the financial performance of the company and the price of the recommended bond relative to comparable bondsWhen To Sell Bonds
We provide subscribers unmatched expertise and objective and unbiased recommendations, which have driven investment returns that have outperformed the leading bond funds and ETFs. Subscribers pay BondSavvy a subscription fee for access to our corporate bond recommendations and updates, and they execute trades through bond trading platforms such as Fidelity.com and E*TRADE. We don’t earn trading commissions and are not a broker-dealer selling you bonds, so we can provide subscribers with unbiased investment recommendations that can outperform the market.
Our sole focus is individual corporate bond investments for individual investors. Founder Steve Shaw has presented to the SEC on the state of retail bond investing. He has also presented his bond investing strategy on Fidelity and E*TRADE webinars and to over 20 nationwide chapters of the American Association of Individual Investors (AAII).Read Steve's Full Bio Here
BondSavvy makes corporate bond recommendations solely on their merits. We conduct a comprehensive investment analysis where we recommend a small number of individual corporate bonds from the 9,000 available. This is different from many traditional financial advisors who recommend bonds primarily because those same bonds are owned by their firm’s trading desk and the firm earns money on the corporate bond bid-ask spread and a juicy financial advisor commission.Learn More
BondSavvy has shown how owning a select portfolio of corporate bonds can outperform the leading bond ETFs. Through January 31, 2023, the investment returns of 75% of our exited corporate bond recommendations have beaten their benchmark corporate bond ETF.See Our Returns
As soon as you subscribe to BondSavvy, you immediately gain access to every corporate bond recommendation we have made since September 2017. You will also see our current buy/sell/hold recommendations and the presentations and reports that support each recommendation.
April 06, 2023 5:00pm EDT
Bondsavvy updates the buy/sell/hold ratings on its 56 corporate bond recommendations. Exclusive one-hour interactive webinar for Bondsavvy subscribers only. Recording available to Bondsavvy subscribers shortly after event concludes.
April 18, 2023 12:00pm EDT
BondSavvy founder Steve Shaw discusses today's corporate bond market on a Fidelity investor education webinar. Registration page coming shortly.