Week of 1-25-2009

Timing Model = -4.5
0% long, 100% cash

Global allocation of long positions
MSCI EAFE Index 20%
MCCI Emerging Markets Index 10%
Russell 3000 Index - U.S. 70%

Top U.S. Sectors
U.S. Health Care 4.5
U.S. Pharmaceuticals 4.5
U.S. Biotechnology 4.0
U.S. Oil & Gas 3.0
Precious Metals 2.5
U.S. Semiconductor 2.0
Composite Internet 2.0
Small Cap Value 2.0

Top Intl. ETFs
MSCI Japan Index Fund 2
MSCI Switzerland Index 1
MSCI Malaysia Index Fund 1
MSCI South Africa Index 1
S&P Latin America 40 Index Fund 1
MSCI Brazil Index Fund 1
MSCI Mexico Index Fund 1
MSCI South Korea Index Fund 1

Strategy 3
Money Market 50%
U.S. Long Bonds 50%

Strategy 4
U.S. Long Bonds 25%
Agriculture 25%
Precious Metals 25%
U.S. Small Caps 25%

Sentiment continues to cycle down and the only factors in play with my timing model right now is the 75 day moving average of the S&P 500 and Value Line Composite Index.