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%)
SmallCapPower.com is the leading resource for small cap investors. Our one-of-a-kind website gives visitors unparalleled engagement and access to smallcap companies, research analysts, subject matter experts.