Expose yourself to quality setups and you can make money in any market. Be early to locate relative strength, then exit when things get heated. Shorts are also okay. Find weak stocks and position yourself for continuation.
Entrepreneur, former HF manager, active trader, trading mostly US equity mkt via stocks, ETF and options, following closely syndicate calendar for IPOs & secondary deals. Pattern recognition human. Frenchman. Active in markets for more than 15 years.
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%)
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