Why Own Actual Bonds Rather Than Funds?

©2019 BondSavvy

Table of Contents

Click on a summary topic to navigate through the video.
Time Slide Summary
0:00 1 Bond Investing Made Simple
0:56 2 High Return Bond Investments
2:04 3 Vanguard Bond Fund Returns
3:06 4 Individual Bond Investment Returns
3:47 5 Fixed Income Investing Strategy
10:32 6 Understanding Bond Investing
11:01 7 Bond Investment Webinar Agenda
12:17 8 Disclaimer
13:34 9 How Big Is the US Bond Market?
16:23 10 AAII Asset Allocation Survey
17:59 11 iShares AGG ETF Returns
18:59 12 Why Own Actual Bonds Rather Than Funds?
20:50 13 Five Myths of Corporate Bond Investing
21:44 14 Bonds Minimum Investment
24:27 15 Bond Prices for DIY Investors
29:47 16 Low-Cost Bond ETF Returns
31:28 17 Best Fixed Return Investments
35:33 18 Interest Rates' Impact on Bond Prices
38:17 19 After-Tax Bond Returns
39:57 20 Corporate Bond Bid-Ask Spreads
43:46 21 Review of Depth of Book
44:07 22 Individual Bonds vs. Mutual Funds
47:22 23 BondSavvy’s Value Add
48:18 24 Narrowing Down Bond Search Results
50:34 25 Corporate Bonds Example
54:19 28 High Yield Bonds Analysis
1:03:13 31 Before you invest…
1:05:04 32 Closing Remarks

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.

Individual
Investors

Financial
Advisors & RIAs

Family Offices
and
Money Managers

Corporate
Treasurers

Corporate Bond Investing 101

Fixed Income Investments Blog The Bondcast FAQ How to Invest in Corporate Bonds Corporate Bond Investment Tips
View Our March 15 Picks...Plus 24 Others