Is there an upside to inflation for investors?

Inflation may not be going anywhere anytime soon, and while we all feel that pain at the pump and at the grocery store, there may actually be an upside for investors. In this video with MarketWatch, Michelle Connell, CFA and President of Portia Capital Management discusses the stickiness of inflation, as well as three areas […]

Yahoo Finance Market Close – July 23, 2021

As the Dow exceeded 35,000 for the first time on Friday, I had fun discussing the (ir)relevance of investment fundamentals and if returning to past gigs as restaurant servers would make sense on Yahoo Finance’s Market Close program. Thank you, Yahoo Finance and anchors, Seana Smith and Adam Shapiro, for giving me the opportunity to […]

Will Feds raise interest rates? MarketWatch Update – Aug. 4, 2021

The stock market’s anxiety appears to be increasing and today’s markets were off almost 300 points earlier today. Yesterday, MarketWatch invited Michelle Connell, CFA to share her opinion on the current climate of investment markets, as well as prudent tactical recommendations. Learn more about our services. Would you like to learn more about we have […]

Sell in May and Go Away?

Does the old adage “Sell in May and go away” still apply? Last Friday, April 30, Portia Capital Management owner, Michelle Connell, CFA, had the privilege to speak with Yahoo Finance’s Sibile Marcellus and Alexis Christoforous on the current state of the investment markets. During the interview, Michelle explained why we think it would be […]

“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, […]

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 […]

May Market Update and Why You Need Active Investment Management

By Michelle Connell, CFA | 6 min read Markets are up 17.5 percent year-to-date! That’s a lot for a four month investment return, right? Perhaps not when we consider that the S&P 500 is basically back to zero from the fourth quarter correction. While you are probably happier looking at your April 30 investment statements, […]