Week of 12-9-2007

Timing Model = 0
50% long, 50% cash


Global allocation of long positions
MSCI EAFE Index 30%
MCCI Emerging Markets Index 30%
Russell 3000 Index - U.S. 40%

Top U.S. Sectors
U.S. Technology 4.5
U.S. Oil & Gas 4.0
U.S. Basic Materials 4.0
Composite Internet 4.0
U.S. Semiconductor 3.5
U.S. Health Care 3.0
U.S. Utilities 3.0
Precious Metals 3.0
U.S. Oil Equipment, Services & Distribution 2.5


Top Intl ETFs
S&P Latin America 40 Index Fund 3
MSCI Brazil Index Fund 3
FTSE/Xinhua China 25 Index Fund 3
MSCI Emerging Markets Index Fund 3
MSCI Pacific ex-Japan Index Fund 3
MSCI Hong Kong Index Fund 3
MSCI Australia Index Fund 3
MSCI Spain Index Fund 3
MSCI Germany Index Fund 3
MSCI South Africa Index Fund 3


Strategy 3
EAFE 14.3%
Emerging Markets 14.3%
Money Market 14.3%
Industrial Materials 14.3%
Agriculture 14.3%
Precious Metals 14.3%
U.S. Large Cap 14.3%
U.S. Small Cap 0.0%
U.S. Long Bonds 0.0%
U.S. REITs 0.0%