I head up the team at INK Research and edit the daily Morning INK and weekly Market INK reports. INK stands for Insider News and Knowledge. All ideas subject to our disclaimer available on our INK Research website.
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%)
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