Saturday, July 5, 2008

STYLE ROTATION MODULE - 3rd Gear

OBJECTIVE: To provide above average long term growth potential. This module is designed to complement the core by rotating to the best performing segments of the market. While the core is designed to be held long term, this module can move to the sidelines to reduce market exposure when deemed approaite.

STRATEGY: To rotate betwee investment styles to capture the leadership of the market.

INVESTMENT UNIVERSE: This Module uses a finite universe of exchange traded funds.


DVY.................. iShares Dow Jones Dividend.........................Large-Cap Value
QQQQ............... Nasdaq 100 Tracking Stock......................... Large-Cap Growth
SPY. ..................S&P 500 SPDR................................................ Large-Cap Index
MDY..................MidCap SPDR...................................................MidCap Index
IJS.....................iShares S&P Small-Cap Value.........................Small-Cap Value
IJT.....................iShares S&P Small-Cap Growth.....................Small-Cap Growth
IWM..................iShares Russell 2000........................................Small-Cap Index
EFA...................iShares EAFE......................................................INT'L Developed Markets
EEM..................iShares Emerging Markets...............................INT'L Emerging Markets
SHY...................iShares Barclays 1-3 Year Treasury................Short Term Gov't Bond