Week of 3-23-2008

Timing Model = 0
50% long, 50% cash

Global allocation of long positions
MSCI EAFE Index 20%
MCCI Emerging Markets Index 30%
Russell 3000 Index - U.S. 50%

Top U.S. Sectors
U.S. Oil & Gas 6.0
U.S. Basic Materials 3.5
U.S. Semiconductor 3.0
U.S. Technology 3.0
U.S. Industrials 3.0
U.S. Oil Equipment, Services & Distribution 2.5
U.S. Consumer Goods 2.5
Precious Metals 2.5

Top Intl. ETFs
MSCI Taiwan Index Fund 3
S&P Latin America 40 Index Fund 2
MSCI Brazil Index Fund 2
MSCI Mexico Index Fund 2

Strategy 3
Money Market 25%
Agriculture 25%
Precious Metals 25%
U.S. Long Bonds 25%
Industrial Materials 0.0%
Emerging Markets 0.0%
EAFE 0.0%
U.S. Large Cap 0.0%
U.S. Small Cap 0.0%
U.S. REITs 0.0%