Week of 3-15-2009

Timing Model = -1.0
40% long, 60% 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. Semiconductor 3.5
U.S. Health Care 3.5
U.S. Pharmaceuticals 3.0
Composite Internet 2.5
Precious Metals 2.5
U.S. Mobile Telecommunications 2.5
U.S. Technology 2.5
U.S. Telecommunications 2.5
U.S. Biotechnology 2.5

Top Intl. ETFs
MSCI Malaysia Index Fund 1
MSCI Brazil Index Fund 1
FTSE China (HK Listed) 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%