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%)
A tech geek who ended up studying business at grad school. I cover the IT industry for Bidness Etc, arguing the merits and demerits of modern technology. I Love crunching numbers on my laptop while sipping coffee.