Inherited & invested $2M in May 2009, portfolio now ~$8.5M. Purchased basket of Growing, "Brand like", High Quality, Fundamentally Strong, High % Domestic Revenue companies w LONG TERM outlook. Try to keep LONG TERM perspective & invest, not trade.
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%)
I construct charts to help people capitalize on the excess fear and greed of global investors.
My goal: provide research to help investors enlarge their portfolios regardless of market direction. My approach - TBNM or Tops, Bottoms, No Middles