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%)
Darcy Keith is Investment Editor of Canada's Globe and Mail and has covered financial markets for 23 years. He was previously Yahoo Canada's senior finance editor, Canwest's national biz editor, and a correspondent for Knight-Ridder Financial News.
Hedge fund portfolio management, active trader, trading mostly US equity mkt via stocks, ETF & options, following closely syndicate calendar for IPOs & secondary deals. Pattern recognition human. Frenchman. Active in markets for more than 15 years.
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