Many bond investment newsletters publish lists of hundreds of bonds and leave it up to subscribers to weigh the risk and potential returns of each investment. Other bond newsletters focus on all income products, including preferred stocks, REITs, dividend stocks, muni bonds, you name it. These bond newsletters are jacks of all trades, but masters of none.
BondSavvy is better than a traditional bond newsletter.
BondSavvy only makes recommendations for individual corporate bonds. We narrow down the corporate bond investment universe and make 20-25 corporate bond recommendations each year, which we present during The Bondcast, a subscriber-only webcast we host every quarter.
BondSavvy has many advantages over other investment newsletters and corporate bond research sources:
- All of our corporate bond recommendations are made at the bond, or CUSIP, level
- We have achieved corporate bond returns that have beaten the world's largest corporate bond ETFs
- We make our investment recommendation presentations through The Bondcast, an interactive subscriber webcast where subscribers can ask questions about
each corporate bond recommendation
- We regularly update our previous investment recommendations through our bond newsletter and subscriber webcasts. Our bond recommendations do not get
stale like traditional investment newsletters do
- We analyze all aspects of a corporate bond investment when making a recommendation: potential for capital appreciation, yield relative to comparable bonds, credit risk, interest-rate risk, business and financial analysis of the issuing company, and the trading activity for each bond CUSIP we recommend. This analysis is far more comprehensive and actionable than corporate bond ratings, which only evaluate credit risk and, as we discuss in this blog post, bond rating methodologies are flawed
- BondSavvy subscribers have email and phone access to our founder, Steve Shaw
- Unmatched expertise in evaluating individual corporate bond investments for self-directed investors
Our goal is to maximize the total return of each corporate bond investment recommendation, and this often includes selling bonds before maturity to maximize the capital appreciation and after-tax total return of our corporate bond investments. We recommend when subscribers should buy corporate bonds and when they should sell our previously recommended bonds.