Financial Adviser Portfolio Review Quiz

What was the primary goal of the narrator's experiment with financial advisers on Fiverr?

• To find the cheapest financial adviser

• To determine if more expensive advice is better

• To create a perfect investment portfolio

• To learn about cryptocurrency investments

What type of investment was included in the sample portfolio to test the advisers?

• Real estate

• Bonds

• Cryptocurrency

• Commodities

How did the first financial adviser rate the sample portfolio?

• 6 out of 10

• 5 out of 10

• 7 out of 10

• 8 out of 10

What was a major critique of the first adviser's recommendations?

• He recommended too much cryptocurrency

• He suggested selling all stocks

• He did not address the riskiness of leveraged ETFs

• He focused too much on real estate

What was the narrator's opinion on the value of the first adviser's service?

• It was not worth the money

• It was the best advice received

• It was surprisingly valuable for the cost

• It was overpriced

What was a key issue with the second adviser's advice?

• It was too generic

• It was too specific

• It was overly complex

• It focused only on cryptocurrency

How did the second adviser respond to the request for a portfolio rating?

• She rated it poorly

• She rated it as the best portfolio

• She gave a rating of 8 out of 10

• She declined to give a specific rating

What distinguished the third adviser's approach from the others?

• He focused only on cryptocurrency

• He asked detailed questions about the client's profile

• He recommended selling all assets

• He provided a generic template

What was the third adviser's recommendation for the brokerage account?

• Increase cryptocurrency holdings

• Liquidate funds and use a money market fund

• Buy real estate

• Invest in more stocks

What was the narrator's overall impression of the third adviser's service?

• It was thorough and valuable

• It was not worth the cost

• It was overly complex

• It was too generic