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%)
Jeff Fishman has been working in the entertainment industry for 25 years. Jeff is a great believer in obstacles being self-imposed reactions. A challenge is something to overcome and grow by, but an obstacle is a self-imposed road-block.