Week of 5-17-2009

Timing Model = 0.5
70% long, 30% 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. Health Care 3.5
U.S. Biotechnology 3.0
Composite Internet 2.5
U.S. Pharmaceuticals 2.5
U.S. Oil Equipment, Services & Distribution 2.0
Precious Metals 2.0
U.S. Oil & Gas 1.5

Top Intl. ETFs
MSCI Brazil Index Fund 2
MSCI Emerging Markets Index Fund 2
MSCI All Country Asia ex Japan Index Fund 2
MSCI Taiwan Index Fund 2
MSCI Sweden Index Fund 2
MSCI Singapore Index Fund 2
FTSE China (HK Listed) Index Fund 2
FTSE/Xinhua China 25 Index Fund 2
MSCI South Korea Index Fund 2
MSCI Hong Kong Index Fund 2

Strategy 3
Money Market 20%
Precious Metals 20%
Emerging Markets 20%
Industrial Materials 20%
EAFE 20%

Strategy 4
Precious Metals 25%
Emerging Markets 25%
Agriculture 25%
Industrial Materials 25%