Sunday, January 23, 2011

Week of 1-23-2011

Timing Model = 1.0
80% long, 20% cash

Global allocation of long positions
MSCI EAFE Index 25%
MCCI Emerging Markets Index 30%
Russell 3000 Index - U.S. 45%

Top U.S. Sectors
U.S. Micro Cap 2.5
U.S. Oil & Gas 2.5
Small Cap Growth 2.5
U.S. Oil Equipment, Services & Distribution 2.5
Mid Cap Growth 2.5
U.S. Real Estate 2.5

Top Intl. ETFs
MSCI South Korea Index Fund 3
MSCI Taiwan Index Fund EWT 2
MSCI Hong Kong 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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