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%)
battle-tested trader/investor since 1996. Managing Partner Rosemarkie Capital Partners, managed a Barron's recognized small cap newsletter. By day, a Director of Software Engineering at a firm in Northern VA.
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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).