Crossmark's Doll Says Some Cash in Portfolio 'Not a Stupid Idea'

Crossmark's Doll Says Some Cash in Portfolio 'Not a Stupid Idea'

Assessment

Interactive Video

Business

University

Hard

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The video discusses investment strategies focusing on equities, cash, and bonds. It highlights the importance of having cash in a portfolio, adjusting exposure in balanced accounts, and evaluating bond investments. The discussion also covers reinvestment risks and potential rate cuts, emphasizing a diversified approach to managing investments.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What risks does the speaker associate with short-term investments?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How does the speaker view the changes in treasury yields over the past 18 months?

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