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Jan Stein Comment On Regulatory Notice 22-08

Jan Stein
N/A

While I do not extensively use leveraged and inverse funds I do on occasion use these types of funds at time on limited basis for example I am currently using the TBT, leveraged and inverse, fund along side the TLT shares that I currently hold to reduce the need to exit my position in TLT to collect the monthly dividend and minimize the loss in the value of the long position of the bond during the current cycle.

I would like to continue to use such an inverse, and in this case a leveraged, funds (ETFs) as part of my investment strategy.