Founder at Linvest Research.com, provides the best independent research , trading and hedging strategies on North American securities and global market , using behavioral, technical and seasonality analysis. No advice here, just information.
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%)
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.
Founder and President Dragonfly Capital. Managed Accounts, Premium Service and free blog at Dragonflycap.com, Professional Stock and Option trader, Author, Get my book here http://amzn.to/1gKxEVv, Adjunct Prof at Case Weatherhead School of Management