Michelle Connell – Long-Term Gains Come From Protecting the Downside

<p><a href="https://www.linkedin.com/in/michellepconnell/" rel="noopener noreferrer" target="_blank"><strong>Michelle Connell</strong></a>, CFA, owns Portia Capital Management, LLC, a registered Investment Advisory firm specializing in the investments of foundations, charities, and high net worth individuals. Portia Capital Management is the only investment management firm in the Dallas-Fort Worth area owned by a female CFA charterholder-an important resource in a world where 60% of women retire in poverty.</p><p>Michelle’s expertise is backed by more than 20 years of financial experience in management positions with large investment boutiques and private banks. She is also one of the highest-rated finance professors in the U.S., currently serving as an adjunct professor at The University of Texas at Dallas.</p><p>She works with her students and clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets. In addition to her work with students and clients, Michelle teaches the CFA Review through the DFW CFA Society.</p><p>She also founded “<a href="https://portia-capital.com/kids.html" rel="noopener noreferrer" target="_blank">Portia’s Children</a>,” through which up to 10 percent of her company’s profits are donated to the North Texas Charity, Educational First Steps.</p><p>&nbsp;</p><p class="ql-align-center"><strong>“The only way that you’re going to have any security is by understanding money and finance.”</strong></p><p class="ql-align-center">Michelle Connell</p><p>&nbsp;</p><h2><strong>Worst investment ever</strong></h2><p>Michelle got a job analyzing semiconductor stocks for a private boutique in San Diego in the late 90s. She didn’t have a background in engineering, and because technology stocks can be extremely volatile, it was a struggle for her to handle these stocks.</p><h3><strong>No choice but to learn</strong></h3><p>To save her job and prevent losing too much on the stocks, Michelle quickly learned<a href="https://myworstinvestmentever.