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%)
I first started trend following 18 years ago. I wanted to know who was succeeding and what they were doing. My broker told me the most successful client of his company was a dentist who trend followed.
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