Week of 5-11-2008

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. Oil Equipment, Services & Distribution 5.0
U.S. Oil & Gas 4.5
U.S. Biotechnology 3.5
U.S. Basic Materials 2.5
Precious Metals 2.5

Top Intl. ETFs
S&P Latin America 40 Index Fund 3
MSCI Brazil Index Fund 3
MSCI Taiwan Index Fund 1
FTSE/Xinhua China 25 Index Fund 1
MSCI Canada Index Fund 1
MSCI Emerging Markets Index Fund 1
MSCI Sweden Index Fund 1
MSCI Spain Index Fund 1
MSCI Singapore Index Fund 1
MSCI Austria Index Fund 1
MSCI Mexico Index Fund 1
MSCI Belgium Index Fund 1
MSCI South Africa Index Fund 1
MSCI Netherlands Index Fund 1
MSCI France Index Fund 1

Strategy 3
Money Market 16.7%
Agriculture 16.7%
U.S. Long Bonds 16.7%
Industrial Materials 16.7%
Energy 16.7%
Emerging Markets 16.7%
U.S. REITs 0.0%
EAFE 0.0%
Precious Metals 0.0%
U.S. Large Cap 0.0%
U.S. Small Cap 0.0%
Intl Real Estate 0.0%