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%)
trader - specialize in trading structured products, global equities, and options.....feel free to follow trades on twitter or here on stocktwits
THESE TRADES ARE NOT RECOMMENDATIONS, JUST PERSONAL TRADES. THIS IS NOT INVESTMENT ADVICE.
Tsachy Mishal is the Portolio Manager at TAM Capital Management Inc.. He holds an MBA from Columbia University in Investment Management. He is the author of the investment blog Capital Observer.
Michael Bigger is an investor and a trader who has been involved with trading technologies for more than twenty years. He runs the Bigger Capital Fund, LP and he manages money for many institutional investors.
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).
A simple man leading a simple life with a good woman, good friends, a good dog and a good internet connection.
Full time day/swing trader on private accounts after 25+ years in the financial services and brokerage industry.