Inflation: Is This a “Non-Transitory Problem or Will It Put an End to the Investment Markets’ Party?

Recently, Portia Capital Management owner, Michelle Connell, CFA, had the privilege of sharing our opinion on this subject with two news media outlets.  The Asahi Shimbum, one of the top three news papers in Tokyo, is our first quote in the foreign press. CNN was also added to our list of domestic media contributions. On […]

My Worst Investment Ever

I’d like to invite you to listen to my interview with Andrew Stotz, PhD, CFA, CEO of A. Stotz Investment Research and former President of CFA Society Thailand. Stotz is the host of “My Worst Investment Ever” podcast. During the interview, I shared my story of investment loss that motivated me to keep growing and […]

In the News: CNBC with Tyler Mathisen

On Friday, November 6, Michelle Connell, CFA spoke with CNBC’s Tyler Mathisen to discuss the market reaction following the presidential election. What does this mean for stocks? What could potential gridlock with Congress do for the market? How should investors position themselves in the market right now, and what industries can we expect to have upside in […]

In the News: Bloomberg Daybreak Australia

It was a pleasure to be interviewed by Shery Ahn and Haidi Stroud Watts of Bloomberg Daybreak Australia this Monday, Sept. 28. During the interview, we discussed the continued market volatility resulting from the uncertainty of additional U.S. fiscal stimulus for the pandemic and the upcoming contentions U.S. Presidential Election, as well as individual stock ideas in the U.S. […]

Take a Play from the Experts’ Playbook

Since the S&P 500’s March drawdown of nearly 35percent, this index has almost retraced the year’s high and is currently four percent positive for the year. However, now may be the time to reevaluate the risks — and opportunities — within your investment portfolio.  MarketWatch recently asked me to write an article on this subject. […]

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: 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 […]

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 the News: Traders Magazine

A look at what investors should do in the current market environment By Michelle Connell, CFA | 1 min read I recently had the opportunity to talk with John D’Antona Jr., of Traders Magazine about the current market environment amid the coronavirus pandemic. We discussed how investors should navigate the equity market, opportunities for making […]