Bondsavvy

View our October 31 performance report to see how a select portfolio of individual corporate bonds has outperformed the iShares corporate bond ETFs: https://www.bondsavvy.com/corporate-bond-returns

Key Bondsavvy recommendation highlights include:

* 9.40% median annual return of our 85 exited picks vs. 6.39% for iShares
* Across our latest 19 bond picks, we have outperformed iShares by an average 2.48 percentage points per recommendation
* 7.19% average annual return for the not-yet-exited 21 corporate bonds we recommended beginning March 2022 until November 2024



Please see additional disclosures in the above hyperlink.

The term 'bond indenture' can drive fear in many non-lawyers and keep people from investing in bonds. Bondsavvy's new bond indenture blog post seeks to change this by simplifying these filings so investors know how indentures protect and impact bondholders.

What Is a Bond Indenture? A bond indenture is an agreement between bond issuers and bondholders laying out a bond's key terms, including covenants, redemption, and events of default.

Muni bond issuers take 325 days, on average, to file annual audited financials*. Oracle just did it in 18 days. Superior issuer financial transparency is one of the key advantages corporate bonds have over muni bonds. Read our new blog post to learn the other four.


*For years 2010-2023 per the MSRB.

5 Reasons to Own Corporate Bonds vs. Municipal Bonds Investing in corporate bonds vs. municipal bonds offers higher potential after-tax returns, more diversification, greater liquidity, and superior financial transparency. Click to learn more.