Week of 2-28-2010

Timing Model = 2.0

100% long, 0% cash

Global allocation of long positions

MSCI EAFE Index 15%

MCCI Emerging Markets Index 30%

Russell 3000 Index - U.S. 55%

Top U.S. Sectors

U.S. Real Estate 5.5

U.S. Consumer Services 3.5

Mid Cap Value 2.5

U.S. Leisure Goods 2.5

U.S. Biotechnology 2.0

U.S. Health Care 2.0

U.S. Semiconductor 2.0

Composite Internet 2.0

U.S. Oil Equipment, Services & Distribution 2.0

Top Intl. ETFs

MSCI Mexico Index Fund 2

MSCI Brazil Index Fund 2

S&P Latin America 40 Index Fund 2

Strategy 3

Money Markets 9%

U.S. REITs 9%

U.S. Small Caps 9%

International Real Estate 9%

U.S. Large Cap 9%

Industrial Materials 9%

Emerging Markets 9%

U.S. Long Bonds 9%

Energy 9%

Precious Metals 9%

EAFE 9%

Strategy 4

Money Markets 20%

U.S. REITs 20%

U.S. Small Caps 20%

International Real Estate 20%

U.S. Large Cap 20%