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%)
Official twitter feed of ValueWalk.com, evergreen and analysis on everything hedge funds and value investing. Under the radar hedge fund ideas - check it out!! http://www.valuewalk.com/2016/02/the-1-goal-of-valuewalk-readers/
Mercenary Trader: Timely market commentary, valuable resources for current and aspiring traders, awesome interviews and free special reports, high quality materials on the psychology, theory and practice of trading, and more.