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BEA Disclaimer

Disclaimers – General

InvestorG2 LLC d/b/a Bondsavvy is not registered as an investment adviser under the Investment Advisers Act of 1940, as amended (“Advisers Act”), or the securities laws of any state or other jurisdiction, nor is such registration contemplated. All opinions expressed by Steven Shaw and Bondsavvy through the website, videos and publications are solely Shaw's opinions.

As Bondsavvy operates under the publishers' exemption of the Advisers Act, the investments, analysis, and strategies discussed on the website and in the videos and publications do not take into account an investor's particular investment objectives, financial situation or needs. In making an investment decision, each investor must rely on its own examination of the investment, including the merits and risks involved, and should consult with its investment, legal, tax, accounting and other advisors and consultants.

The information on the website and in the videos and publications is based on data currently available to Shaw, as well as various expectations, estimates, projections, opinions and beliefs with respect to future developments, and is subject to change. Neither Shaw nor any other person or entity undertakes or otherwise assumes any obligation to update this information.

There are risks inherent in investing, which may adversely affect investment returns. These risks include, for example, market decline, interest rate fluctuations, inflation, default, liquidity, and asset class risks. There is no guarantee that investors will be able to meet their investment objectives. Past performance is not indicative of future results. Investors could lose all or part of their investment in a bond, particularly when investing in a high yield bond. Investing in bonds could also produce lower returns than investing in other securities. Investing in bonds does not constitute a complete investment program.

I founded Bondsavvy to empower individual investors and to make individual corporate bonds an even stronger alternative to bond funds and ETFs.

Money market yields recently hit 21-month lows, and the paltry 1.2% S&P 500 dividend yield has fallen to 24-year lows. As of December 26, 2024, 35 of Bondsavvy’s 62 bond recommendations had YTMs of at least 5.75%.

We cut through the clutter and market noise to identify individual corporate bonds that can outperform bond funds and ETFs over the long term.

Let’s get Bondsavvy!

Steve Shaw
Steve Shaw Founder & President
Bondsavvy - Making You a Better Bond Investor