Thanks for the replies everyone, you've given me some good things to think about.
Appreciate the feedback!
Default User BR wrote:The procedure varies by custodian. Contact yours to find out.
livesoft wrote:You gotta start somewhere if you are going to tilt, so starting at 5% is OK just to see how things work out. In any event, 5% is not a serious overweight. It may take quite a while for the "increased expected return" to reappear, if ever.