Archive for November, 2009

Update - Select Countries - 11/5

Nov 10th, 2009 by A.I. Research | 0

The Select Countries model portfolio has recently been updated. Changes to the model are:
Buy MSCI Peru Index [[EPU]]
     Raise from 0.0% to 5.0%
Buy MSCI Singapore Index EWS
     Raise from 0.0% to 5.0% 
Sell MSCI South Africa EZA
     Reduce from 10.0% to 0.0%
 
For the complete list of holdings, or for the breakdown of the model portfolio’s asset allocation, as well as its track record, [...]

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Update - US Trend Follower - 11/2

Nov 9th, 2009 by A.I. Research | 0

The US Trend Follower model portfolio has recently been updated. Changes to the model are:
Buy COMEX Gold Trust IAU
      Raise from 12.5% to 15.0%
Buy GSCI Commodity Index GSG
      Raise from 10.0% to 30.0%
Sell S&P 500 Index IVV
      Reduce from 32.5% to 22.5%
Sell Russell 2000 Value Index [[IWN]]
      Reduce from 17.5% to 11.25%
Sell DJ US Real Estate Index IYR
      Reduce from 27.5% [...]

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Update - Int’l Trend Follower - 11/2

Nov 9th, 2009 by A.I. Research | 0

The Int’l Trend Follower model portfolio has recently been updated. Changes to the model are:
Buy COMEX Gold Trust IAU
      Raise from 12.5% to 15.0%
Buy GSCI Commodity Index GSG
      Raise from 10.0% to 30.0%
Sell MSCI EAFE Index EFA
      Reduce from 32.5% to 22.5%
Sell MSCI EAFE Small Cap Index SCZ
      Reduce from 17.5% to 11.25%
Sell DJ Int’l Real Estate Index [[RWX]]
      Reduce from 27.5% [...]

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