Week of 12-6-2009

Timing Model = 1.0

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. Real Estate 4.0

Composite Internet 3.5

U.S. Basic Materials 2.5

U.S. Semiconductor 2.5

U.S. Industrials 2.5

Mid Cap Value 2.0

Top Intl. ETFs

MSCI Brazil Index Fund 3

S&P Latin America 40 Index Fund 3

MSCI Australia Index Fund 3

MSCI Mexico Index Fund 3

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%

Industrial Materials 20%

Precious Metals 20%

Emerging Markets 20%

U.S. REITs 20%