Week of 10-11-2009

Timing Model = 1.5

80% long, 20% 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 4.0

U.S. Banks 2.5

U.S. Semiconductor 2.5

U.S. Financials 2.0

U.S. Technology 2.0

U.S. Basic Materials 1.5

U.S. Leisure Goods 1.5

U.S. Biotechnology 1.5

Top Intl. ETFs

MSCI Brazil Index Fund 3

S&P Latin America 40 Index Fund 3

MSCI Australia Index Fund 3

MSCI Pacific ex-Japan Index Fund 3

MSCI Belgium Index Fund 2

MSCI Singapore 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%

Emerging Markets 20%

EAFE 20%

Internatiional Real Estate 20%

Industrial Materials 20%