Week of 10-4-2009

Timing Model = 1.0

70% long, 30% 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. Technology 2.5

U.S. Leisure Goods 2.5

U.S. Semiconductor 2.0

U.S. Oil Equipment, Services & Distribution 2.0

U.S. Biotechnology 1.5

Top Intl. ETFs

MSCI South Korea Index Fund 3

MSCI Brazil Index Fund 3

S&P Latin America 40 Index Fund 3

MSCI Australia Index Fund 2

MSCI Austria Index Fund 2

MSCI Netherlands 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%

Emerging Markets 20%

Precious Metals 20%

International Real Estate 20%

Industrial Materials 20%