billgatesisevilportfolio

one of the best investors I know on the Internet, Boston Bill is up 22 percent year to date. These are what he reports as the largest positions in his portfolio.
31% ASI
27.6% KSK
18.1% YRCW
15.1% ELN
4.2% CMO-B

hmm, may have to buy some more ASI. It's a reinsurer that does things like construction liability. It's been hot lately.