Hi iv5001. Welcome to the board.
I plan to put about $37,000 into the American Century's Ultra.
Is this too much and if so ,what amount would you suggest?
Tom's earlier reply was a good one of course...
If the individual AIM accounts are too small, then your minimum order size will make the Hold Zone too large. So, think of Mr. Lichello's original $10,000 as the minimum "critical mass" for making an account work. One can start an account with smaller amounts and it will work, but the trading will be minimal and therefore AIM's added benefit will be small.
Another suggestion would be to diversify that 37k across 3 or 4 programs that may be more divergent performance-wise than the single fund. This is what Tom did with his sector ETF's
One could also set up 7-9 LD-AIM (Low Down AIM) programs as well. I'm not sure if your in enough of a comfort zone with AIM overall to consider that, but it is another option.
Keep us informed on what you decide.
Have a great day.
Best Regards, Steve (The Grabber)