Timing Model = 0.0
50% long, 50% 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
Composite Internet 4.0
U.S. Technology 3.5
U.S. Oil Equipment, Services & Distribution 3.0
U.S. Semiconductor 2.5
U.S. Biotechnology 2.5
U.S. Basic Materials 2.5
Top Intl. ETFs
MSCI South Korea Index Fund 3
MSCI Brazil Index Fund 2
S&P Latin America 40 Index Fund 2
MSCI Australia Index Fund 2
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%
International Real Estate 20%
EAFE 20%
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