Canslim style, You only learn thru experience(15 years). Mkt is like poker/chess. Know the hand your dealt and manage risk accordingly. I use ST to talk to myself and journal. Id like to also help along the way if you can follow my nonsense! :)
Trend follower, portfolio manager, market technician. Former sales trader to hedge funds/institutions, research analyst, prop trader, buy-side head of desk. Only took 25 years to find what works for me. Always learning.
I am breaking all the diversification rules right now by keeping almost 90% of my money in AIG. I used to hold ARR or AGNC, but I have switched to AIG in Sept 2012.
Portfolio contents at 12/31/2013
AIG (92%) BAC(4%) BRK.B(2%), AGNC (2%) ARR(1.5%)