Our goal is to provide advisors with access to our recommendations at a fee comparable to – or lower than – a low-cost bond ETF. We charge based on the advisor’s individual corporate bond AUM and reduce our fee in the first year since it may take several quarters for an advisor to incorporate our recommendations into client portfolios.
Steve Shaw founded Bondsavvy on April 28, 2017 to empower individual investors to benefit from the income, growth, and capital preservation individual corporate bonds can provide. The company launched its website in June 2017 and made its first set of corporate bond recommendations during an in-person edition of The Bondcast on September 26, 2017.
We founded Bondsavvy to empower our subscribers to achieve returns higher than the leading bond funds and ETFs. We provide new recommendations and updates via live webinars and subscriber emails. We discuss the frequency and additional details of our subscriber communication in the below table:
|Interactive webcast where we present new corporate bond recommendations||
After quarterly earnings
109 bond picks presented since inception. We presented new picks March 8, 2023.
|Interactive webcast where we update prior buy/sell/hold bond recommendations based on issuing companies' financial performance and price performance of our recommended bonds||
After quarterly earnings. Most recent update was April 6, 2023.
|Bond investment newsletter emailed to subscribers with further buy/sell/hold updates, new recommendations, tender offer recommendations, etc.||Regularly throughout the year.|
|Q&A webcasts where BondSavvy founder Steve Shaw answers subscriber corporate bond investing questions||
3-4 times each year
Before Bondsavvy, bond investors had two unappealing choices: 1) sift through thousands of individual corporate bonds and guess which ones to buy and 2) invest in bond funds that often have weak returns and understate bond fund fees by not disclosing fund trading costs to investors. Bondsavvy empowers subscribers to make direct investments in bonds, which reduces costs, increases transparency, and enables investors to maximize returns. Our bond recommendations take the guesswork out of bond investing and save time, as subscribers access thoroughly researched bond recommendations they can add to their portfolios.
Our goal with each new corporate bond recommendation is that our
subscribers can buy or sell the bonds as close to the recommended price
Generally speaking, while our recommendations have caused significant
volume increases in our recommended bonds, for bond recommendations
first set of recommendations on September 26, 2017, we have only seen
material immediate pricing increases for two new buy recommendations,
made December 17, 2020. Since then, we have taken several actions
to limit the market impact of new bond recommendations, which have been successful. Click to view a preview of our best bonds blog post, which shows the trading activity of recommendations made September 9, 2021.
In fixed income, market impact is not a concept limited to investors buying individual bonds. Large institutional investors grapple with this issue every day. The challenge is that, due to the lack of transparency of bond funds vs. individual bonds, bond fund investors don't know the magnitude of the market impact caused by bond funds buying and selling securities since these investors only see that fund's net asset value per share. Investors in individual corporate bonds know the exact price at which they buy and sell each bond.
We recommend subscribers buy bonds online and hold accounts at Fidelity and E*TRADE, which helps ensure subscribers can see all available bond quotes and execute trades at competitive prices and with low commissions. Corporate bonds trade in a dynamic marketplace, and, while corporate bond prices are typically not as volatile as stocks, there can be market-driven price movements that can result in subscribers transacting above or below our recommended prices.
As soon as you subscribe to Bondsavvy, you gain immediate access to all of our current and previous bond investment recommendations. This includes access to all prior editions of The Bondcast, where we present new bond recommendations, and The Super Bondcast, where we update existing investment recommendations. Subscribers receive a tremendous amount of value immediately. As a result, we do not offer free trials.
Steve Shaw founded Bondsavvy to empower investors to benefit from owning
individual corporate bonds. We want individual investors to know
the world's largest institutional investors know about bond
investing. We host Bondsavvy Live, formerly known as
Bondsavvy Office Hours three times each year where subscribers
submit questions regarding corporate bond investing. Steve then
reviews his answers to each subscriber
question during the Bondsavvy Live webcast.
Click here to watch a previous edition of BondSavvy Live.
Bondsavvy has recommended 109 individual corporate bonds since our first set of recommendations on September 26, 2017. Through April 6, 2023, we had recommended “sells” on 53 previously recommended bonds. The below charts show how many recommended bonds fall into each indicated category across the 56 bonds we currently rate “buy” or “hold.”
Data are as of April 5, 2023.
We Present New Bond Picks Every Quarter Following Company Earnings Releases
Watch Founder Steve Shaw preview the premier of The Bondcast in September 2017