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, "Tools for a New Trade"
I look for high growth, reasonable PE and strong technicals. I focus mostly on Canadian small and micro cap companies. Editor of SmallCap Discoveries investment newsletter. I moderate the Microcap Kitchen Canadian Stocks thread on Silicon Investor
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Author of Deep Value (http://trunc.it/qim41 ) and Quantitative Value (http://trunc.it/m4fka ). Find undervalued activist and takeover targets using the deep value stock screener at www.acquirersmultiple.com