Week of 11-15-2009

Timing Model = 3.0

100% long, 0% 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

U.S. Basic Materials 4.5

Composite Internet 3.5

U.S. Oil Equipment, Services & Distribution 3.0

U.S. Real Estate 3.0

U.S. Technology 2.5

Precious Metals 2.0

U.S. Biotechnology 2.0

U.S. Banks 2.0

Top Intl. ETFs

MSCI Brazil Index Fund 3

S&P Latin America 40 Index Fund 3

MSCI Austria Index Fund 3

MSCI Australia Index Fund 3

MSCI Pacific ex-Japan Index Fund 3

Strategy 3

Money Markets 9%

Industrial Materials 9%

International Real Estate 9%

Precious Metals 9%

U.S. REITs 9%

Emerging Markets 9%

Energy 9%

EAFE 9%

Agriculture 9%

U.S. Large Cap 9%

U.S. Small Caps 9%

Strategy 4

Money Markets 20%

Industrial Materials 20%

Internatiional Real Estate 20%

Precious Metals 20%

U.S. REITs 20%