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 Corporate Bond Prices Online
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

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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.

Individual
Investors

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Advisors & RIAs

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Treasurers

Corporate Bond Investing 101

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