Week of 2-27-2011

Timing Model = 2.0

90% long, 10% cash

Global allocation of long positions

MSCI EAFE Index 30%

MCCI Emerging Markets Index 10%

Russell 3000 Index - U.S. 60%

Top U.S. Sectors

U.S. Oil Equipment, Services & Distribution 5.0

Small Cap Growth 4.5

U.S. Oil & Gas 3.0

U.S. Leisure Goods 2.0

Composite Internet 1.5

U.S. Semiconductor 1.5

Top Intl. ETFs

MSCI Sweden Index Fund 1

Strategy 4

Money Markets 20%

Agriculture 20%

Industrial Materials 20%

U.S. Small Caps 20%

Energy 20%