In the News: Forbes’ Editors Pick

How investors are to proceed in the post-COVID economy

“The ability to estimate earnings for 2020 just went out the window.”

Have you or your organization been wondering what your next investing move is in this volatile, COVID-19 economy? What’s the smartest move? Is now the time to buy? Check out this recent Editors’ Pick article in Forbes featuring our President and Owner, Michelle Connell, CFA for tips and answers to these very important questions.

The May 4 article, 7 Investing Rules of Thumb You Should Retire Right Now, takes a look at old rules and generalizations investors should reconsider as they navigate this unprecedented recession in order to protect their portfolio from the effects of the market downturn. In Connell’s comments, she urges investors to exercise caution when using Price-to-Earnings (P/E) ratios as guides for investment purchases. There is simply too much uncertainty regarding companies’ earnings and ability to pay on their debts.

  • Would you like to learn more about how we have protected our clients’ portfolios in this time of heightened volatility?
  • Are you concerned about optimizing your portfolio and meeting your long-term goals?

Contact us today!
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About Portia Capital Management
Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC, the only Registered Investment Advisory firm in DFW to be founded by a female CFA. Ms. Connell is one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas in Dallas and teaching the CFA Review for the DFW CFA Society. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. 

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