Portfolio Stock Selection

Hi All,

Stormchaser (nice name btw) got me thinking, it would be helpful to know which other companies investors in FBR are investing in, and where they are seeing vale at the moment.

Before any of the cry babies cry to moderators that this post has no relevance to FBR, hear me out. I only say this because it has happened before. I am trying to understand the risk profile of the type of investor that would invest in a high risk/high reward type of investment like FBR.
Do they invest in FBR as their only risky stock but have a portfolio otherwise full with blue chip stable companies.
Or do they invest in FBR and a handful of other risky bets in more of a high risk high reward style portfolio.

Also, I think it would be helpful to share some name that people might like to look into to help them expand their universe of possible investment opportunities.

I am happy to get the ball rolling on this with my current holdings.
These are my current holdings quoted in order of decreasing size:
FBR (FBR) - largest position
ASML
GOOGL
COST
INTU
MSFT
AMZN
CVS
CHTR
CMRE - smallest position

If you would like to share, so we can all gain worldly wisdom, please provide your list of stocks in order of decreasing size. This will help us gauge your level of conviction to your stated names. ps Go FBR!!!

As usual, this is in no way investment advice, etc. etc. Do your own research, etc. etc. etc...........etc.