Jim Collins is the Founding Partner of Portfolio Guru. Collins researches small stocks in his newsletter, MicroCap Guru, and uses income-investing principles to manage money for individuals on a fee-only, separately-managed account basis.
Previously, Collins spent 10 years as an equity analyst in New York and London covering the automotive sector for Lehman Brothers, Donaldson, Lufkin & Jenrette and UBS. He holds an A.B. in Economics and History from Duke University and has completed the academic requirements for the CFA designation.
Recent Articles By The Author
Reallocating your portfolio to reflect the new reality impacting the global economy isn't panicking.
From shrinking the balance sheet to growing it. From raising rates to cutting them. The Fed has no ability to effect such change now, and thus my complete and utter disdain for the imminent rate cut.
It's no illusion, you need a little patience and pushing to be that one in a million investor.
Sentiment on U.S. stocks has changed, and you need to plan accordingly.
Inserting some measure of market timing into your asset allocation decisions is essential.