In the News: Dallas Business Journal

Last week, Michelle Connell, President and Owner of Portia Capital Management was featured in the Dallas Business Journal. The article highlights the differences and competitive advantages our firm brings to our clients. Michelle’s unique and nationally-recognized background in private equity and alternative investments has not only provided her with the ability to utilize assets typically not used […]

In the News: Bloomberg Australia Daybreak

On June 18th, Michelle Connell, CFA was interviewed by Bloomberg Daybreak Australia. Earlier in the day, Ray Dalio, the founder of Bridgewater Associates, the world’s largest hedge fund, voiced his concerns that equity investors will be looking at a “lost decade” due to the pandemic. Click the link below to check out the interview (starting at […]

In the News: Yahoo! Finance

Following Federal Reserve Chairman Powell’s speech on Congress on Tuesday, Michelle Connell, CFA spoke with Yahoo! Finance and gave her thoughts on what Chairman Powell had to say. Click below to take a listen.

In the News: Where Are the Best Opportunities for Investors in 2020?

As of June 1, the S&P 500 has recovered nearly 80% of its March losses. Are there still good investment opportunities for private investors? Learn more in my interview with InvestmentNews. During these last few months, the market has resembled a roller coaster with its highs and lows. These huge fluctuations leave investors wondering what to do […]

“Investments are cheap! Why aren’t you buying?”

Answering a common question from investors in the current state of the market and why I think we should be cautious before we “load the boat.” By Michelle Connell, CFA | 2 min read “Why aren’t you buying?” It’s an important question, but the answer goes much further than current valuations. Before loading the boat, […]

COVID-19 Market Update: What Are We to Do?

COVID-19 has rocked the stock markets and the global economy. What is the best next step for investors? Here’s what you can do to minimize your downside.

What Investors Need to Watch (and Do) As the End of 2019 Draws Near

Follow the Money By Michelle Connell, CFA | 7 min read It seems that every Wall Street expert has an opinion as to how the investment markets will ring out 2019. One person may say that the market is still cheap and should still be bought. Another expert may site the uncertainty in geopolitics and […]

Taking the Temperature: Just How “Sick” is Our Economy? And What Does It Mean for Your Investments?

Are all the symptoms pointing to a Q4 correction, just as we saw in 2018? Get Michelle’s insight, based on research from top investment experts and analysts.

Does Your Investment Portfolio Need First Aid?

By Michelle Connell, CFA | 7 min read After reaching a year-to-date return of almost 20 percent, the equity markets have been down significantly the last six trading days—almost six percent. Is it possible we have gone into correction mode? If so, should you be doing anything to mitigate the risk to your portfolio? Why […]