High-Yield Bond Investment Risk Assessment
Investor Name
Date
Bond Issuer
Bond Name / Series
1. Credit Risk
Issuer Credit Rating
Rating Agency
Default Probability (if available)
2. Liquidity Risk
Average Daily Trading Volume
Bid-Ask Spread
3. Interest Rate Risk
Duration
Yield to Maturity (%)
4. Sector/Industry Risk
Sector / Industry
Key Sector Risks
5. Issuer Financial Health
Revenue Trend
Leverage Ratio
Interest Coverage Ratio
6. Other Considerations
Covenants/Protective Provisions
Event Risks / Special Situations
Analyst Notes