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 next.
I had the opportunity to speak with Liz Skinner, special projects editor at InvestmentNews, about where wealthy investors can find the greatest opportunities and what lessons investors learned during the 2008 recession that can be put to use now.
In this article, we discuss real estate asset values, public equity markets, oil, financials and more. Most importantly, the value of patience as valuations are expected to get a lot cheaper for some areas by the end of 2020.
- 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!
Call us: 619-481-0379
Email us: email@example.com
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.