Hi TF, Sorry for the late reply, I was directing the weather at the Philly Airport on Thursday and stuck around for the weekend there.
Depending upon the history of your current accounts, by making the change as you've described, you could end up with each of your AIM accounts being somewhat beyond the limits of either the buy or sell sides. I'll assume the accounts are down in value and therefore you may get buy signals in all of them at once.
When I changed over my IRA to ETF holdings (it was profitable, so I wasn't concerned about "recovery" there) I just started each one up as a new AIM holding with the Portfolio Control set at the value of the equity side on the day I started. In my case I erased the original profits that would have been indicated there, but that's easy enough for me to track if I want.
In your case, you may want to keep track of original investment costs, too so you will know when you break out to the profit side of the equation.
I'm not sure there's a "right" way to do this switch. Whatever feels comfortable is probably the best. Mr. Lichello always told us to keep the PC value the same even when we changed horses. This was to keep the overall profitability target about right for the account. I guess your method will do that.
As long as there's some cash available, you'll be able to do some buying at each of the ten sectors if necessary. However, when I studied the ten sectors of the SPY recently, I found that some of the sectors were actually UP over the last 2+ years while most were down. Obviously the ones that were UP should currently have a healthier cash reserve than the ones (like TECH) that are down severely. You may want to proportion the cash based upon where the ten sectors have been in the last couple of years.
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