BondSavvy challenges the status quo on long-held beliefs to uncover unique corporate bond investment opportunities.
Who we work with
BondSavvy believes owning individual corporate bonds can help investors achieve higher returns and better principal protection than bond funds. We make
25 to 30 bond-level recommendations annually for the below client groups. Click a box to learn more.
* The blended return achieved on all investment-grade corporate bonds Steve Shaw owned for the substantial part of 2017 was 15.1%. He owned the Microsoft and Apple bonds the entire year, and he purchased the Jefferies and Discovery bonds on January 19, 2017. BondSavvy recommended the Albertsons bond on Sep 26, so this return was achieved over a three-month period. Click here for more detailed returns data.
Of the bonds we recommended Sept 26 and Dec 13, Albertsons is the only pick we have disclosed to people who have not yet subscribed to BondSavvy. We have disclosed the returns for our Sept 26 picks to BondSavvy email list subscribers.
1: Trends That Make Corporate Bond Investing So Important 4:43
2: Advantages of Individual Bonds over Bond Funds 2:19
3: Starting a New Bond Search 1:47
4: How Credit and Interest Rate Risk Impact Your Investment Decisions 5:22
5: First Steps in Focusing Your Bond Investment Search 1:56
6: How to Profit from the Bond Marketplace 5:02
7: Your Yield Just Went Down 2 Points: The Impact of Markups 3:55
8: Weighing Yields, Maturities, Sectors and Market Pricing into Your Investment Decisions 4:46