Update - US Trend Follower - 5/1
May 6th, 2009
The US Trend Follower model portfolio has recently been updated. Changes to the model include as follows:
Buy S&P 500 Index IVV
7.5% Position
Buy Russell 2000 Value Index [[IWN]]
3.75% Position
Buy GSCI Commodity Trust GSG
5.0% Position
Buy Dow Jones US Real Estate Index IYR
6.25% Position
Sell COMEX Gold Trust IAU
2.5% Position; 5% Total Allocation
Sell Cash
20.0% Position; 72.5% Total Allocation
For the complete list of holdings, or for the breakdown of the model portfolio’s asset allocation, as well as its track record, please refer to the US Trend Follower model page.