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. Editor of SmallCap Discoveries investment newsletter. I moderate the Microcap Kitchen Canadian Stocks thread on Silicon Investor
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.
Oilprice.com offers extensive coverage of all energy sectors from crude oil and natural gas to solar energy and environmental issues. For opinion pieces and news analysis covering energy technology, trading and sector news, please visit Oilprice.com
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