Week of 12-28-2009

Timing Model = 2.0

90% long, 10% cash

Global allocation of long positions

MSCI EAFE Index 10%

MCCI Emerging Markets Index 50%

Russell 3000 Index - U.S. 40%

Top U.S. Sectors

U.S. Real Estate 4.0

Composite Internet 4.0

U.S. Basic Materials 3.5

U.S. Oil Equipment, Services & Distribution 3.0

U.S. Semiconductor 2.5

U.S. Technology 2.5

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

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%

U.S. Small Caps 20%