According to the text, judge if the following items are righ...

According to the financial adviser, it’s naïve to correlate your portfolio choices to rate guesses. 

"The two move in opposite directions" line 20 and 21.

Thus they are well correlated.

naïve - ingênuo

Ele fala sobre "adivinhações de índices", e não sobre os índices propriamente ditos.

Por isso, item errado.

“It’s a futile game to base portfolio moves on interest rate guesses,” said Milo Benningfield, a financial adviser in San Francisco.

e-
The only "financial adviser" from the text is Milo Benningfield, who clearly states the foolishness of deciding on portfolio moves (set of investments) according to interest rate guesses.