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. His notes are here & in his book, "Tools for a New Trade"
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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%)
Interested in trading systems since 1996... in early to mid 2016, I completely stopped trading individual stocks barring a few small trades in long term accounts. After much research & backtesting, I now trade a SPY option spread system. Good luck!
Expose yourself to quality setups and you can make money in any market. Be early to locate relative strength, then exit when things get heated. Shorts are also okay. Find weak stocks and position yourself for continuation.
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