I am breaking all the diversification rules right now by keeping almost 90% of my money in one stock. I used to hold ARR or AGNC, but I have since switched to AIG.
Portfolio contents at 5/29/2013:
AIG (88%), BAC(4%), AGNC (3%), BRK.B(2%), ARR(2%)
B.S. in Economics. Wharton School of Business. University of Pennsylvania. I use an extreme focus strategy. Up to 100% of portfolio per position. Eye on Technical, Fundamental, Momentum. Wont trade position if I don't like it In multiple time frames.