Partner at JLFMI, RIA & founder of My401kPro.com I Long-Term Growth Through Active Risk-Mgmt l Original YahooFinance Contributor: jlfmi.tumblr.com l Husband, Father of 3 (oldest is 4)
Wharton/Penn FB l
Posts≠recommendation to buy or sell anything
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Trend follower, portfolio manager, market technician. Former sales trader to hedge funds/institutions, research analyst, prop trader, buy-side head of desk. Only took 25 years to find what works for me. Always learning.
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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%)