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You are here: Home / Plus Episodes / 406 Plus: More on SVOL, Active Bond Funds, Vanguard Risk Rates, and Purchasing Real Estate in IRAs

406 Plus: More on SVOL, Active Bond Funds, Vanguard Risk Rates, and Purchasing Real Estate in IRAs

October 15, 2022 by David Stein · Updated October 22, 2022

In Plus Episode 406, David provides more detail on why he sold the Simplify Volatility Premium ETF. We discuss how all bond investing involves some active decisions and why an investor would consider an active bond mutual fund.

We compare two Vanguard mutual funds with different risk ratings. Does a conservative fund losing more money this year than a more aggressive fund signify Vanguard’s risk ratings are wrong?

Finally, we explore how to purchase real estate using the funds in an individual retirement account.

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Filed Under: Money Plus Tagged With: active bond funds, active vs passive investing, IRA, PUTW, real estate, self-directed IRA, SVOL, Vanguard, VIX

J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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