I construct charts to help people capitalize on the excess fear and greed of global investors.
My mission...provide research that could help investors enlarge their portfolios regardless of market direction.
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%)
Dan has been active in finance, strategy & business building for more than two decades. He has focused on technology & media for most of that time. He is founder/CEO of CoRise (a merchant banking firm) & author of The Age of Convergence (2013).
Leveraged Commentary & Data provides leveraged loan/high-yield bond, distressed debt news, analysis, trends in the US and Europe. High-grade bond news and analysis, too. Disclaimer: http://ht.ly/3CQQd