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%)
Non professional investor; in a NIAC investment club for 18 years. Love it!! Retired university professor and teaching physical therapy for over 30 years. Have two Westies which are very dear to me. Wish I could make some money!! Love my life!.