I'm a Due-Diligence(DD) Fanatic. I NEVER EVER trade a position without serious DD. It all starts and ends with a call to Investor Relations(IR).
I take tremendous pride in finding things out about companies that others are afraid to ask...;)
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%)
Vice President for the American Association of Individual Investors and AAII Journal Editor. Speaker, WSJ Expert Panelist, regular guest on Your MoneyLife (@MoneyLifeShow), author of Better Good than Lucky, and KU alum.