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.