Hi SF
I will address the issue of an account is too big a position. That will actually help you, i will explain.
You have $20,000 in a security. 1000 shares that cost you $30 / share. So cost basis of $30,000.
Cut account in half. Present stock value $10,000 . Set PC to 1/2 cost basis or $15,000. Run Aim program. The stock you sell will give you the cash to buy more stock. Well that Iis sort of stupid so just do it on paper and only sell the stock AIM wouldnt have you immediately by back.
So lets say Aim would have you immediately buy back 200 shares. In that case only actually sell 300 shares.
You could use any % reduction you want. If you had $100,000 invested and want to go to $20,000 then use 20% ( an 80% reduction). Left over money can be used to diversify in to other securities.
Just my thoughts
Toofuzzy
Take the road less traveled. It will make all the difference.