Greg...
Welcome Back..
Sounded like a good time..Class act Event , that I missed..
I also believe in managing the "down side"... Very important..
You are right that people need to look at more than just the Money they will MAKE...But what will you LOSE on the bad cycles ??
Although I follow a kinda different Portfolio, I do factor in the LOSS I will take , as much as the GAINS I will make...
Part of the diversity, opposing correlating assets, ect.. Factoring RISK, ect...