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Money Talk Quiz, May 2021

Dollar Question

Through articles on the Money Talk page and discussions during the weekly Money Talk Podcast, Landaas & Company advisors offer insights into the ever-changing financial markets. They help long-term investors make sense of what is going on and what it means to their portfolios. To see if you’re paying attention, try to provide the context for a sample of what advisors have talked about recently.

1.

“When you look at where valuations are right now, when you look at how better dividend yields tend to be outside the U.S., vs. inside the U.S., I think there’s pretty significant opportunity to be adding there right now.”

In talking about diversifying investments, Kyle Tetting suggested in the April 16 podcast that investors consider paying particular attention to what in the balance of their portfolios? (Choose one.)

  1. Fixed-income investments
  2. Non-U.S. investments
  3. Growth-oriented funds
  4. Cash

(See correct answer below.)

2.

“That’s a big lesson I think for all investors, is why risk what you have to get what you don’t need?”

The comment by Chris Evers on the April 2 podcast applied to a discussion of several news items. Which of these was not mentioned? (Choose one.)

  1. So-called meme stocks, including GameStop and AMC
  2. The ponzi scheme for which Bernie Madoff was convicted
  3. The collapse of a hedge fund manager’s family investment firm, Archegos Capital Management
  4. The popularity of NFTs (non-fungible tokens)

(See correct answer below.)

3.

“Keep balance not only in your portfolio but in your mindset so that you stay an independent, unbiased investor in the way you make decisions and go about your business. And I think in the long run, you’re going to be a lot better off than riding the herd.”

Brian Kilb said this toward the end of the April 9 podcast. What was he referring to? (Choose one.)

  1. Staying away from investment-related infomercials
  2. Focusing not just on technical market analysis but fundamental indicators such as corporate earnings and interest rates
  3. Paying attention to potential concerns such as inflation amid largely positive economic trends
  4. Deciding to both get vaccinated and wear a mask

(See correct answer below.)

4.

“You have to ask yourself two questions:

  1. Do you understand what it is and what its use is?
  2. Do you know how to value it?

And if the answer to either of those questions is no, then it’s not something that you should be investing in.”

Paige Radke made this remark in a discussion about cryptocurrencies during the April 23 podcast. What historical example did she give of investments that should have been scrutinized using those two questions? (Choose one.)

  1. The Dutch tulip bulb mania of the 1600s
  2. The California Gold Rush of the mid-1800s
  3. Mortgage-backed securities based on subprime loans in the mid-2000s
  4. The “dot-com” tech bubble of the late 1990s

(See correct answer below.)

Answers

1.

Answer: b) Non-U.S. investments.

Learn more
Investing away from home, by Kyle Tetting
Over there: Investing in a global economy, a Money Talk Video with Kyle Tetting

2.

Answer: b) The ponzi scheme for which Bernie Madoff was convicted was not mentioned.

Learn more
Making financial sense of “breaking news,” a Money Talk Video with Art Rothschild
Investor trade-off: Risk vs. return, a Money Talk Video with Paige Radke

3.

Answer: c) Paying attention to potential concerns such as inflation amid largely positive economic trends

Learn more
Diversification beats forecasts, a Money Talk Video with Brian Kilb
For What It’s Worth: Grain of Salt, by Joel Dresang

4.

Answer: d) The “dot-com” tech bubble of the late 1990s

Learn more
Thinking about buying the latest new cryptocurrency or token? from Investor.gov
Cryptocurrencies, from FINRA

(initially posted April 29, 2021)

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