Reports | High Net Worth

Dear BondView Client,

Here is your customized portfolio report which provides a comprehensive review of the financial health of your portfolio. Any portfolio should meet the goals of the investor as measured by risk verses return. This report details the composition of your bond portfolio from three perspectives:

1) Evaluation: A report card format using common-sense criteria to evaluate your bond portfolio. We evaluate your portfolio across the following six categories:

A) Credit Risk
B) Interest Rate Risk
C) Income Stability
D) Market Sector
E) Issuer Diversity
F) Geography Distinction

2) Overview - A portfolio summary that includes portfolio characteristics such as market sectors analysis, monthly income, annual maturities, diversity by state and issuer, top 10 holdings and insured bonds.

3) Portfolio Details - A snapshot view of your bonds across multiple brokerage accounts detailing gains & losses, market values, accrued interest, estimated income, yields, ratings, coupons, issuer news and more.

Together these reports will help you evaluate your portfolio to determine if your investment goals are being met by presenting your portfolio's risk and return characteristics. Risk applies primarily to potential issuer defaults, interest rate changes and the diversification of your holdings. Return applies primarily to the stability of the yield income stream and the return of capital upon maturity.

We hope this report provided you actionable information to help you optimize the allocation of bonds in your portfolio to meet your investment objectives. Please contact us with your feedback so that we can improve the type of information that you need.

Sincerely,

The BondView Team