Sunday, January 16, 2011

Week of 1-16-2011

Timing Model = 1.0
80% long, 20% cash

Global allocation of long positions
MSCI EAFE Index 20%
MCCI Emerging Markets Index 40%
Russell 3000 Index - U.S. 40%

Top U.S. Sectors
U.S. Micro Cap 4.0
Small Cap Growth 2.5
Composite Internet 2.5
U.S. Basic Materials 1.5
U.S. Oil Equipment, Services & Distribution 1.5
U.S. Biotechnology 1.5

Top Intl. ETFs
MSCI South Korea Index Fund 2
MSCI Taiwan Index Fund 2

Strategy 4
Money Markets 20%
Agriculture 20%
Industrial Materials 20%
International Real Estate 20%
U.S. Small Caps 20%

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