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The Bondcast March 8, 2018

©2018 BondSavvy

We founded Bondsavvy to empower individual investors. We take the guesswork out of bond investing by presenting actionable, easy-to-understand bond recommendations during The Bondcast. The alternative is spending hundreds of hours researching bonds on your own or relying on bond ratings, which don't speak to whether a bond is a good investment, ignore interest rate risk, and often mis-rate corporate bonds.

This March 8, 2018 edition of The Bondcast included four bonds, of which all have already been sold. All four of the recommended bonds outperformed the benchmark iShares HYG and LQD corporate bond ETFs. The sold bonds include:

Figure 1: Performance of Recommended Bonds from March 8, 2018 Bondcast We Have Sold

BondCUSIPDate SoldTotal ReturniShares HYG/LQD Return
Lennar 4.750% 5/30/25526057BV511/24/2027.18%15.67%
AECOM 5.125% 3/15/2700774CAB36/3/2136.44%19.84%
Alphabet 1.998% 8/15/2602079KAC14/1/195.66%5.58%
Expedia 3.800% 2/15/2830212PAP06/19/2013.85%8.82%

Investment holding periods

Our goal is to maximize the total return for each recommendation over the time we recommend holding a particular bond. 

Locking in capital gain to maximize total returns is a big part of our fixed income investment strategy; however, you will see in our corporate bond returns page that short-term holding periods such as the one with Alphabet '26 are an exception.

View our corporate bond returns page to see the holding periods and investment performance of all previous Bondsavvy corporate bond recommendations. Also, please read our Key Considerations When Selling Bonds Before Maturity blog post. Past performance does not guarantee future results. 

For Informational Use Only

This sample edition of The Bondcast is provided for informational purposes only so that you can see the level of investment analysis Bondsavvy presents in connection with its corporate bond investment recommendations. Based on this information and other information contained on the Bondsavvy website, you can decide whether a Bondsavvy subscription makes sense for you. Please click slide 3 for our full disclaimer.

Once Bondsavvy recommends a corporate bond, we follow the performance of the bond and the issuing company. Each quarter, we then update subscribers on whether we recommend continuing to hold previously recommended bonds, to buy more, or to sell the bond. Since we presented this edition of The Bondcast on March 8, 2018, it is no longer current.

  • How we identify corporate bond investments that can beat bond funds and ETFs
  • What made bonds of Alphabet, Expedia, Lennar, AECOM, Kirby, TransAlta, and RPM Int'l buys
  • When it is time to sell a bond
  • The macro factors that impacted our bond picks
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