If Berkshire Hathaway (BRK.A 0.16%) (BRK.B 0.79%), Annaly Capital Management (NLY 1.46%), and other financial companies make up 30% of your portfolio, are you diversified enough? In this segment from The Motley Fool's everything-financials show, Where the Money Is, banking analysts David Hanson and Matt Koppenheffer take a few questions from their mailbox and try to provide some guidance.