How to Invest in Corporate Bonds: Review of Depth of Book

©2019 BondSavvy

Table of Contents

Click on a summary topic to navigate through the video.
Time Slide Summary
0:00 1 Kick-Off
0:56 2 Achieve Equity Upside Without the Equity Downside
2:04 3 The Unremarkable Returns of Mega Bond Funds
3:06 4 My Recent Bond Investment Returns
3:47 5 How I Think Differently About Bond Investing
10:32 6 My Goal for This Presentation
11:01 7 Agenda
12:17 8 Disclaimer
13:34 9 Importance of Becoming a Strong Corporate Bond Investor
16:23 10 Current Investor Asset Allocation
17:59 11 My Bond Returns vs. iShares AGG ETF
18:59 12 Why Own Actual Bonds Rather Than Funds?
20:50 13 Five Myths of Corporate Bond Investing
21:44 14 Myths #1 & #2: An Opaque Market for the Super-Rich
24:27 15 Are You Getting a Fair Price?
29:47 16 Myth #3: You Can’t Beat Low-Cost Funds
31:28 17 Myth #4: Low After-Tax Returns Given Low-Rate Environment. Also, a review of a 54% bond investment return
35:33 18 Interest Rates Are NOT the Primary Driver of Bond Prices
38:17 19 An 8.94% After-Tax Return on a Microsoft Bond
39:57 20 Myth #5: You’ll Get Ripped Off if You Sell
43:46 21 Review of Depth of Book
44:07 22 Advantages of Individual Bonds vs. Bond Funds
47:22 23 BondSavvy’s Value Add
48:18 24 Narrowing Down Bond Search Results
50:34 25 Review of Recent Investment Recommendation
54:19 28 Financial Analysis of Recommended Bond
1:03:13 31 Before you invest…
1:05:04 32 Closing Remarks

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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.

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Corporate Bond Investing 101

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