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%)
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, The Age of Convergence (2013).
I look for high growth, reasonable PE and strong technicals. I focus mostly on Canadian small and micro cap companies. I moderate the Microcap Kitchen Canadian Stocks thread on Silicon Investor http://www.siliconinvestor.com/subject.aspx?subjectid=58
I write ideas/thoughts at www.BaseHitInvesting.com . I approach investing methodically. I focus on proven concepts & on executing my investment process one step at a time. I also run RIA called Saber Capital for like-minded clients.
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Founder and managing member of Eyquem Investment Management LLC, and portfolio manager of Eyquem Fund LP. Editor of Greenbackd.com and co-author of Quantitative Value (Wiley, 2012): http://trunc.it/m4fka.