Week of 9-6-2009

Timing Model = 0.5

60% long, 40% cash

Global allocation of long positions

MSCI EAFE Index 30%

MCCI Emerging Markets Index 40%

Russell 3000 Index - U.S. 30%

Top U.S. Sectors

Precious Metals 4.0

Composite Internet 2.5

U.S. Oil Equipment, Services & Distribution 2.5

U.S. Semiconductor 2.0

U.S. Biotechnology 2.0

U.S. Technology 1.5

U.S. Banks 1.5

U.S. Leisure Goods 1.5

Top Intl. ETFs

MSCI South Korea Index 3

MSCI Spain Index Fund 3

MSCI Sweden Index Fund 3

MSCI Australia Index Fund 3

MSCI Austria Index Fund 3

MSCI Mexico Index Fund 3

MSCI Belgium Index Fund 2

MSCI Pacific ex-Japan Index Fund 2

Strategy 3

Money Markets 11%

Emerging Markets 11%

Precious Metals 11%

Industrial Materials 11%

EAFE 11%

U.S. Large Cap 11%

International Real Estate 11%

U.S. REITs 11%

U.S. Small Caps 11%

Energy 11%

Strategy 4

Money Markets 20%

Emerging Markets 20%

Industrial Materials 20%

EAFE 20%

Precious Metals 20%