Week of 9-20-2009

Timing Model = 2.0

90% long, 10% cash

Global allocation of long positions

MSCI EAFE Index 20%

MCCI Emerging Markets Index 50%

Russell 3000 Index - U.S. 30%

Top U.S. Sectors

Composite Internet 4.5

U.S. Semiconductor 2.0

U.S. Real Estate 2.0

U.S. Biotechnology 2.0

U.S. Oil Equipment, Services & Distribution 2.0

Mid Cap Value 1.5

U.S. Technology 1.5

U.S. Basic Materials 1.5

Top Intl. ETFs

MSCI Netherlands Index Fund 3

MSCI South Korea Index Fund 2

MSCI Sweden Index Fund 2

MSCI Spain Index Fund 2

MSCI Australia Index Fund 2

MSCI Belgium Index Fund 2

Strategy 3

Money Markets 8.3%

Emerging Markets 8.3%

Precious Metals 8.3%

Industrial Materials 8.3%

EAFE 8.3%

U.S. Large Cap 8.3%

International Real Estate 8.3%

U.S. REITs 8.3%

U.S. Small Caps 8.3%

Energy 8.3%

Strategy 4

Money Markets 20%

Industrial Materials 20%

Emerging Markets 20%

Precious Metals 20%

International Real Estate 20%