Week of 11-22-2009

Timing Model = 2.0

90% long, 10% 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 5.0

Composite Internet 3.5

U.S. Banks 2.5

Precious Metals 2.0

U.S. Real Estate 2.0

U.S. Financials 2.0

U.S. Pharmaceuticals 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

MSCI Belgium 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%

Precious Metals 20%

Emerging Markets 20%

U.S. REITs 20%