Week of 1-10-2010

Timing Model = 2.0

90% long, 10% cash

Global allocation of long positions

MSCI EAFE Index 20%

MCCI Emerging Markets Index 50%

Russell 3000 Index - U.S. 30%

Top U.S. Sectors

U.S. Oil Equipment, Services & Distribution 5.0

Composite Internet 3.5

U.S. Basic Materials 3.5

U.S. Technology 3.0

U.S. Semiconductor 3.0

Precious Metals 3.0

Top Intl. ETFs

MSCI Brazil Index Fund

S&P Latin America 40 Index Fund

MSCI Australia Index Fund

MSCI South Korea Index Fund

MSCI Pacific ex-Japan Index Fund

MSCI Taiwan Index Fund

iShares MSCI Thailand Invest Mkt Index

Strategy 3

Money Markets 9%

Industrial Materials 9%

Precious Metals 9%

Emerging Markets 9%

International 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%

Emerging Markets 20%

Precious Metals 20%

Energy 20%