Timing Model = 3.0
100% long, 0% cash
Global allocation of long positions
MSCI EAFE Index 20%
MCCI Emerging Markets Index 40%
Russell 3000 Index - U.S. 40%
Top U.S. Sectors
Composite Internet 4.0
U.S. Semiconductor 3.5
U.S. Basic Materials 3.0
U.S. Technology 2.5
U.S. Pharmaceuticals 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 Australia Index Fund 2
MSCI Mexico Index Fund 2
MSCI South Korea Index Fund 2
MSCI Pacific ex-Japan Index Fund 2
Strategy 3
Money Markets 9%
Industrial Materials 9%
Precious Metals 9%
Emerging Markets 9%
Internatiional Real Estate 9%
U.S. REITs 9%
EAFE 9%
U.S. Large Cap 9%
Energy 9%
Agriculture 9%
U.S. Small Caps 9%
Strategy 4
Money Markets 20%
U.S. REITs 20%
Industrial Materials 20%
Emerging Markets 20%
Precious Metals 20%
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