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Suggested Portfolios
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Market-Timed Portfolios
Buy-and-Hold Portfolios
RYDEX-MODERATE
MERRIMAN MODEL PORTFOLIO
RYDEX-GROWTH
SCHWAB EQUITY
RYDEX-LEVERAGED
SCHWAB BALANCED
RYDEX-FIXED INCOME
E*TRADE EQUITY
ETF-MODERATE
E*TRADE BALANCED
FIDELITY EQUITY
FIDELITY BALANCED
ETF-GROWTH
Firstrade EQUITY
ETF-LEVERAGED
Firstrade BALANCED
ETF-FIXED INCOME
TD AMERITRADE EQUITY
TD AMERITRADE BALANCED
T.ROWE PRICE EQUITY
T.ROWE PRICE BALANCED
VANGUARD EQUITY
VANGUARD TAX MANAGED EQUITY
VANGUARD MONTHLY INCOME
VANGUARD BALANCED
EMERGENCY FUNDS
ETF EQUITY
ETF BALANCED
Market Timing Model Frequently Asked Questions
Equity Timing Models Explained
Bond Timing Models Explained
Current Timing Signals
Asset Class Abbreviations
Large Cap Blend
LCB
Large Cap Growth
LCG
Large Cap Value
LCV
Mid Cap Blend
MCB
Mid Cap Growth
MCG
Mid Cap Value
MCV
Small Cap Blend
SCB
Small Cap Growth
SCG
Small Cap Value
SCV
Real Estate Investment Trust
REIT
I
nternational Large Cap Blend
In'tl LCB
I
nternational Large Cap Growth
Int'l LCG
I
nternational Large Cap Value
Int'l LCV
I
nternational Small Cap Blend
Int'l SCB
I
nternational Small Cap Growth
Int'l SCG
I
nternational Small Cap Value
Int'l SCV
Emerging Markets
EM
Short Term Bond
Short Bond
Intermediate Term Bond
Inter. Bond
Long Term Bond
Long Bond
Treasury Inflation Protected Securities
TIPS
RYDEX MODERATE - TIMING
($25,000 minimum)
System
Allocation
Fund
Ticker
Asset Class
#1
25%
Large Cap Value
(
RYZAX
)
LCV
#2
25%
Mid Cap Growth
(
RYBHX
)
MCG
#3
25%
Small Cap Value
(
RYAZX
)
SCV
#4
25%
Mid Cap Value
(
RYAVX
)
MCV
RYDEX GROWTH - TIMING
($25,000 minimum)
System
Allocation
Fund
Ticker
Asset Class
#1
25%
Nova
(
RYNVX)
)
LCB
#2
25%
Mid Cap Growth
(
RYBHX
)
MCG
#3
25%
OTC
(
RYOCX
)
LCG
#4
25%
Small Cap Value
(
RYAZX
)
SCV
RYDEX LEVERAGED - TIMING
($25,000 minimum)
System
Allocation
Fund
Ticker
Asset Class
#1
25%
Titan 500
(
RYTNX
)
LCB
#2
25%
Medius
(
RYMDX
)
MCB
#3
25%
Velocity 100
(
RYVYX
)
LCG
#4
25%
Mekros
(
RYMKX
)
SCB
RYDEX-FIXED INCOME
($25,000 minimum)
Bond Model
100% U.S. Government Bond
(
RYGBX
)
Long Bond
ETF-MODERATE - TIMING
System
Allocation
Fund
Ticker
Asset Class
#1
25%
S&P Depository Receipts-S&P 500
(
SPY
)
LCB
#2
25%
S&P Mid Cap 400 SPDRS
(
MDY
)
MCB
#3
25%
S&P Small Cap 600
(
IJR
)
SCB
#4
25%
S&P Mid Cap 400/BARRA Value Index
(
IJJ
)
MCV
ETF-GROWTH - TIMING
System
Allocation
Fund
Ticker
Asset Class
#1
25%
S&P Depository Receipts-S&P 500
(
SPY
)
LCB
#2
25%
S&P Mid Cap 400 SPDRS
(
MDY
)
MCB
#3
25%
NASDAQ 100 Index Tracking Stock
(
QQQ
)
LCG
#4
25%
S&P Small Cap 600
(
IJR
)
SCB
ETF-LEVERAGED- TIMING
System
Allocation
Fund
Ticker
Asset Class
#1
50%
S&P Depository Receipts-S&P 500
(
SPY
)
LCB
#2
50%
S&P Mid Cap 400 SPDRS
(
MDY
)
MCB
#3
50%
NASDAQ 100 Index Tracking Stock
(
QQQ
)
LCG
#4
50%
S&P Small Cap 600
(
IJR
)
SCB
ETF-FIXED INCOME- TIMING
System
Allocation
Fund
Asset Class
Bond Model
100% iShares Lehman Aggregate Bond Index
(
AGG
)
Inter. Bond
Buy-and-Hold Portfolios
MERRIMAN MODEL PORTFOLIO-ALL EQUITY
($100,000 minimum)
10%
Fidelity Spartan 500 Index
(
FSMKX
)
LCB
10%
Vanguard Value Index
(
VIVAX
)
LCV
10%
Vanguard Small Cap Index
(
NAESX
)
SCB
10%
Vanguard Small Cap Value Index
(
VISVX
)
SCV
10%
Vanguard REIT Index
(
VGSIX
)
REIT
10%
Fidelity Spartan International Index
(
FSIIX
)
Int'l LCB
10%
Vanguard International Value
(
VTRIX
)
Int'l LCV
10%
Tocqueville International Value
(
TIVFX
)
Int'l SCV
10%
T. Rowe Price International Discovery
(
PRIDX
)
Int'l SCG
10%
Vanguard Emerging Market Index
(
VEIEX
)
EM
SCHWAB EQUITY - BUY-AND-HOLD
($100,000 minimum)
10%
Schwab 1000
(
SNXFX
)
LCB
10%
Soundshore Fund
(
SSHFX
)
LCV
10%
Schwab Small Cap Index
(
SWSMX
)
SCB
10%
Heartland Value Plus
(
HRVIX
)
SCV
10%
Cohen Steers Realty Shares
(
CSRSX
)
REIT
10%
Schwab International Index
(
SWINX
)
Int'l LCB
10%
I-Shares EAFE Value Index
(
EFV
)
Int'l LCV
10%
Lazard Int'l Small Cap Open
(
LZSMX
)
Int'l SCV
10%
Tocqueville International Value
(
TIVFX
)
Int'l SCV
10%
American Century Emerg. Mrkt
(
TWMIX
)
EM
SCHWAB BALANCED - BUY-AND-HOLD
($166,667 minimum)
6%
Schwab 1000
(
SNXFX
)
LCB
6%
Soundshore Fund
(
SSHFX
)
LCV
6%
Schwab Small Cap Index
(
SWSMX
)
SCB
6%
Heartland Value Plus
(
HRVIX
)
SCV
6%
Cohen Steers Realty Shares
(
CSRSX
)
REIT
6%
Schwab International Index
(
SWINX
)
Int'l LCB
6%
I-Shares EAFE Value Index
(
EFV
)
Int'l LCV
6%
Lazard Int'l Small Cap Open
(
LZSMX
)
Int'l SCV
6%
Tocqueville International Value
(
TIVFX
)
Int'l SCV
6%
American Century Emerg. Mrkt
(
TWMIX
)
EM
20%
Am . Century Gov. Bond
(
CPTNX
)
Inter. Bond
12%
Am. Century Short-Term Government
(
TWUSX
)
Short Bond
8%
Am. Century Inflation Adjusted Bond
(
ACITX
)
TIPS
E*TRADE All Equity - BUY-AND-HOLD
($25,000 minimum)
10%
E*TRADE S&P 500 Index
(
ETSPX
)
LCB
10%
Amer Cent Income and Growth Inv
(
BIGRX
)
LCV
20%
E*TRADE Russell 2000 Index
(
ETRUX
)
SCB
10%
SSgA Tuckerman Act Reit
(
SSREX
)
REIT
20%
E*TRADE International Index
(
ETINX
)
Int'l LCB
20%
Tocqueville International Value
(
TIVFX
)
Int'l SCV
10%
Vanguard Emerging Market VIPERs
(
VWO
)
EM
E*TRADE BALANCED - BUY-AND-HOLD
($41,667 minimum)
6%
E*TRADE S&P 500 Index
(
ETSPX
)
LCB
6%
Amer Cent Income and Growth Inv
(
BIGRX
)
LCV
12%
E*TRADE Russell 2000 Index
(
ETRUX
)
SCB
6%
SSgA Tuckerman Act Reit
(
SSREX
)
REIT
12%
E*TRADE International Index
(
ETINX
)
Int'l LCB
12%
Tocqueville International Value
(
TIVFX
)
Int'l SCV
6%
Vanguard Emerging Market VIPERs
(
VWO
)
EM
20%
AmerCent Gov't Bond Inv
(
CPTNX
)
Inter. Bond
12%
AmerCent S/T Gov't Bond Inv
(TWUSX
)
Short Bond
8%
AmerCent Inflation Adj. Bond Inv
(ACITX
)
TIPS
FIDELITY EQUITY - BUY-AND-HOLD
($100,000 minimum)
10%
Fidelity Spartan 500 Index
(
FSMKX
)
LCB
10%
Fidelity Structured Large Cap Value
(
FSLVX
)
LCV
10%
Fidelity Small Cap Independence
(
FDSCX
)
SCG
10%
Fidelity Small Cap Value
(
FCPVX
)
SCV
10%
Fidelity Real Estate
(
FRESX
)
REIT
10%
Fidelity Spartan International Index
(
FSIIX
)
Int'l LCB
20%
Fidelity Int'l Small Cap Opportunity
(
FSCOX
)
Int'l SCG
10%
Fidelity International Value
(FIVLX)
Int'l LCV
10%
Fidelity Emerging Markets
(
FEMKX
)
EM
FIDELITY BALANCED - BUY-AND-HOLD
($166,667 minimum)
6%
Fidelity Spartan 500 Index
(
FSMKX
)
LCB
6%
Fidelity Structured Large Cap Value
(
FSLVX
)
LCV
6%
Fidelity Small Cap Independence
(
FDSCX
)
SCG
6%
Fidelity Real Estate
(
FRESX
)
REIT
6%
Fidelity Small Cap Value
(
FCPVX
)
SCV
6%
Fidelity Spartan International Index
(
FSIIX
)
Int'l LCB
12%
Fidelity Int'l Small Cap Opportunity
(
FSCOX
)
Int'l SCB
6%
Fidelity International Value
(FIVLX)
Int'l LCV
6%
Fidelity Emerging Markets
(
FEMKX
)
EM
20%
Fidelity Intermediate Gov't.
(
FSTGX
)
Inter. Bond
12%
Fidelity Spartan Short-Term Bond
(
FSBIX
)
Short Bond
8%
Fidelity Inflation Protected
(
FINPX
)
TIPS
Firstrade EQUITY - BUY-AND-HOLD
Please see our ETF Portfolios
Firstrade BALANCED- BUY-AND-HOLD
Please see our ETF Portfolios
TD AMERITRADE EQUITY- BUY-AND-HOLD
($40,000 minimum)
10%
Northern Stock Index
(
NOSIX
)
LCB
10%
AmerCent Inc & Growth Inv
(
BIGRX
)
LCV
10%
Northern Small Cap Index
(NSIDX
)
SCB
10%
Northern Small Cap Value
(
NOSGX
)
SCV
10%
SSgA Tuckerman Act Reit
(
SSREX
)
REIT
10%
Dreyfus Int'l Stock Index
(
DIISX
)
Int'l LCB
10%
American Beacon Int'l Equity
(AAIPX)
Int'l LCV
10%
Forward Int'l Small Company
(
PISRX
)
Int'l SCB
10%
Wisdom Tree Int'l Sm. Cap Div.
(
DLS
)
Int'l SCV
10%
Northern Emerging Equity
(
NOEMX
)
EM
TD AMERITRADE BALANCED- BUY-AND-HOLD
($66,667 minimum)
6%
Northern Stock Index
(
NOSIX
)
LCB
6%
AmerCent Inc & Growth Inv
(
BIGRX
)
LCV
6%
Northern Small Cap Index
(NSIDX
)
SCB
6%
Northern Small Cap Value
(
NOSGX
)
SCV
6%
SSgA Tuckerman Act Reit
(
SSREX
)
REIT
6%
Dreyfus Int'l Stock Index
(
DIISX
)
Int'l LCB
6%
American Beacon Int'l Equity
(AAIPX)
Int'l LCV
6%
Forward Int'l Small Company
(
PISRX
)
Int'l SCB
6%
Wisdom Tree Int'l Sm. Cap Div.
(
DLS
)
Int'l SCV
6%
Northern Emerging Equity
(
NOEMX
)
EM
20%
AmerCent Gov't Bond Inv
(
CPTNX
)
Inter. Bond
12%
AmerCent S/T Gov't Bond Inv
(TWUSX
)
Short Bond
8%
AmerCent Inflation Adjusted Bond Index
(CPTNX
)
TIPS
T.ROWE PRICE EQUITY - BUY-AND-HOLD
($25,000 minimum)
10%
T.Rowe Price Equity Index 500
(
PREIX
)
LCB
10%
T.Rowe Price Value
(
TRVLX
)
LCV
20%
T.Rowe Price Div. Small Cap
(
PRDSX
)
SCG
10%
T. Rowe Price Real Estate
(
TRREX
)
REIT
20%
T.Rowe Price International Discovery
(
PRIDX
)
Int'l SCG
10%
T.Rowe Price International Equity Index
(
PIEQX
)
Int'l LCB
10%
T.Rowe Price International Growth & Income
(
TRIGX
)
Int'l LCV
10%
T.Rowe Price Emerging Market Stock
(
PRMSX
)
EM
T.ROWE PRICE BALANCED - BUY-AND-HOLD
($41,667 minimum)
6%
T.Rowe Price Equity Index 500
(
PREIX
)
LCB
6%
T.Rowe Price Value
(
TRVLX
)
LCV
12%
T.Rowe Price Div. Small Cap
(
PRDSX
)
SCG
6
T. Rowe Price Real Estate
(
TRREX
)
REIT
12%
T.Rowe Price International Discovery
(
PRIDX
)
Int'l SCG
6%
T.Rowe Price International Equity Index
(
PIEQX
)
Int'l LCB
6%
T.Rowe Price International Growth & Income
(
TRIGX
)
Int'l LCV
6%
T.Rowe Price Emerging Market Stock
(
PRMSX
)
EM
20%
T.Rowe Price US Treasury Intermediate
(
PRTIX
)
Inter. Bond
12%
T.Rowe Price Short Term Bond
(
PRWBX
)
Short Bond
8%
T.Rowe Price Inflation Protected Bond
(
PRIPX
)
TIPS
VANGUARD EQUITY - BUY-AND-HOLD
($30,000 minimum)
10%
Vanguard 500 Index
(
VFINX
)
LCB
10%
Vanguard Value Index
(
VIVAX
)
LCV
10%
Vanguard Small Cap Index
(
NAESX
)
SCB
10%
Vanguard Small Cap Value Index
(
VISVX
)
SCV
10%
Vanguard REIT Index
(
VGSIX
)
REIT
20%
Vanguard Developed Markets Index
(
VDMIX
)
Int'l LCB
20%
Vanguard International Value
(
VTRIX
)
Int'l LCV
10%
Vanguard Emerging Market Index
(
VEIEX
)
EM
VANGUARD
TAX MANAGED
EQUITY - BUY-AND-HOLD
($80,000 minimum)
12.5%
Vanguard Tax Managed Growth
(
VTGIX
)
LCB
12.5%
Vanguard Value Index
(
VIVAX
)
LCV
12.5%
Vanguard Tax-Managed Small Cap Index
(
VTMSX
)
SCB
12.5%
Vanguard Small Cap Value Index
(
VISVX
)
SCV
20.0%
Vanguard Tax-Managed International
(
VTMGX
)
Int'l LCB
20.0%
Vanguard International Value
(
VTRIX
)
Int'l LCV
10.0%
Vanguard Emerging Market Index
(
VEIEX
)
EM
VANGUARD MONTHLY INCOME - BUY-AND-HOLD
($12,000 minimum)
25%
Vanguard Short-Term Investment Grade/td>
(
VFSTX
)
Short Bond
25%
Vanguard GNMA
(
VFIIX
)
Inter. Bond
25%
Vanguard High-Yield Corporate
(
VWEHX
)
Inter. Bond
25%
Vanguard L/T Corporate Bond
(
VWESX
)
Long Bond
VANGUARD BALANCED - BUY-AND-HOLD
($50,000 minimum)
6%
Vanguard 500 Index
(
VFINX
)
LCB
6%
Vanguard Value Index
(
VIVAX
)
LCV
6%
Vanguard Small Cap Index
(
NAESX
)
SCB
6%
Vanguard Small Cap Value Index
(
VISVX
)
SCV
6%
Vanguard REIT Index
(
VGSIX
)
REIT
12%
Vanguard Developed Markets Index
(
VDMIX
)
Int'l LCB
12%
Vanguard International Value
(
VTRIX
)
Int'l LCV
6%
Vanguard Emerging Market Index
(
VEIEX
)
EM
20%
Vanguard Intermediate Term US Treasuries
(
VFITX
)
Inter. Bond
12%
Vanguard Short Term Treasuries
(
VFISX
)
Short Bond
8%
Vanguard Inflation Protected Securities
(
VIPSX
)
TIPS
EMERGENCY FUNDS - BUY-AND-HOLD
($3,000 minimum)
100%
Vanguard Short Term Investment Grade Bond
(
VFSTX
)
Short Bond
ETF EQUITY BUY-AND-HOLD
10%
S&P Depository Receipts (SPDR) S&P 500
(
SPY
)
LCB
10%
Vanguard Value VIPERs
(
VTV
)
LCV
10%
I-Shares Russell Microcap Index
(
IWC
)
SCB
10%
Vanguard Small Cap Value VIPERs
(
VBR
)
SCV
10%
Vanguard REIT Index ETF
(
VNQ
)
REIT
10%
I-Shares MCSI EAFE
(
EFA
)
Int'l LCB
10%
I-Shares MSCI EAFE Value Index
(
EFV
)
Int'l LCV
10%
SPDR S&P Int'l Small Cap
(
GWX
)
Int'l SC
10%
WisdomTree Int'l Small Cap Div Fund
(
DLS
)
Int'l SCV
10%
Vanguard Emerging Markets VIPERs
(
VWO
)
EM
ETF BALANCED BUY-AND-HOLD
6%
S&P Depositary Receipts (SPDR) S&P 500
(
SPY
)
LCB
6%
Vanguard Value VIPERs
(
VTV
)
LCV
6%
I-Shares Russell Microcap Index
(
IWC
)
SCB
6%
Vanguard Small Cap Value VIPERs
(
VBR
)
SCV
6%
Vanguard REIT Index ETF
(
VNQ
)
REIT
6%
I-Shares MSCI EAFE
(
EFA
)
Int'l LCB
6%
I-Shares MSCI EAFE Value Index
(
EFV
)
Int'l LCV
6%
SPDR S&P Int'l Small Cap
(
GWX
)
Int'l SC
6%
WisdomTree Int'l Small Cap Div Fund
(
DLS
)
Int'l SCV
6%
Vanguard Emerging Market VIPERs
(
VWO
)
EM
20%
I-Shares Lehman 7-10 yr
(
IEF
)
Long Bond
12%
I-Shares Lehman 1-3 yr
(
SHY
)
Short Bond
8%
I-Shares Lehman TIPS Bond
(
TIP
)
TIPS
Last update: November 19, 2007
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