Why everyone should hold speculative positions

It doesn’t matter how old or young you are… you need some speculative positions in your portfolio. Today I explain how to think about risk as you get older… and why you want to pay attention to risk-adjusted returns.While the trade talks between the U.S. and China have stalled… I answer a great listener question: Should we be worried about China eventually shutting out foreign investors?There are a lot of great buys out there after the market’s recent pullback… But after doing a deep-dive into one of the biggest names in the semiconductor industry… you’ll see why it’s a good idea to avoid this company—even after its recent 40% drop.

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Note: I’ve been telling you for months to ignore the financial media’s trade war hype. U.S.-China negotiations will have no impact on most industries. I say “most” because I’ve identified the one area where China could do some damage. And I created a special briefing on it right here.

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