Frank Curzio
By Frank CurzioOctober 19, 2018

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 stalledI 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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