Week of 1-30-2011

Timing Model = -1.5
20% long, 80% cash

Global allocation of long positions
MSCI EAFE Index 30%
MCCI Emerging Markets Index 20%
Russell 3000 Index - U.S. 50%

Top U.S. Sectors
U.S. Oil Equipment, Services & Distribution 4.5
U.S. Oil & Gas 2.5
U.S. Basic Materials 2.5
U.S. Real Estate 2.5
U.S. Micro Cap 2.0

Top Intl. ETFs
MSCI South Korea Index Fund 3
MSCI Taiwan Index Fund 3

Strategy 4
Money Markets 20%
Agriculture 20%
Industrial Materials 20%
U.S. Small Caps 20%
U.S. REITs 20%