Week of 4-13-2008

Timing Model = 2.5
100% long, 0% 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. Oil Equipment, Services & Distribution 5.5
U.S. Biotechnology 4.5
U.S. Basic Materials 4.5
U.S. Oil & Gas 4.5
Precious Metals 3.5
U.S. Semiconductor 3.0

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

Strategy 3
Money Market 20.0%
Agriculture 20.0%
Precious Metals 20.0%
U.S. Long Bonds 20.0%
Industrial Materials 20.0%
Emerging Markets 0.0%
EAFE 0.0%
U.S. Large Cap 0.0%
U.S. Small Cap 0.0%
U.S. REITs 0.0%