Model Portfolio Allocation Changes- This Week
Models Turn Bearish
The model portfolios have both issued sell signals for all stock market index funds.
Portfolio Changes in the Performance Xtender: This model is selling the previous 40% position in International Large Cap stocks and putting the proceeds into money market. This will leave the portfolio with only a 10% remaining position in Precious Metals stocks and 10% in an Energy stock fund.
Portfolio Changes in the Max Xtender: This model is selling both of the 50% positions in an OTC Stock Fund and an International Stock Fund and putting the proceeds into money market funds.
Model Portfolio: Performance Xtender
Model Portfolio: Max Xtender
New Model Portfolio Allocations
Model Portfolio: Performance Xtender
Model Portfolio Details
The tables below provide the percentage allocation details and mutual fund ticker symbols for investors following the Model Portfolios by using funds from either of the Rydex Investments or ProFunds mutual fund companies -- or alternatively, investors using exchange traded funds (ETFs).
'Performance Xtender'
(A model portfolio that invests selectively in stock market index funds, plus certain market sectors such as Energy, Gold and Real Estate, and in an Inverse Fund ("Bear Fund"), depending on current market trends for each type of investment. The allocation mix is designed to beat the market significantly during both bull and bear markets with only limited risk of volatility.)
| Model Portfolio Changes for this week | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| SELL International | 40% | RYEUX | 40% | UEPIX | 40% | IEV |
| Corporate Bonds, or Money Market |
Place proceeds in money market funds. | |||||
| New Model Portfolio Allocations | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| Energy Sector Fund | 10% | RYEIX | 10% | ENPIX | 10% | XLE |
| Precious Metals Fund | 10% | RYPMX | 10% | PMPIX | 10% | GDX |
| Corporate Bonds, or Money Market |
80% Money Market Funds. | |||||
'Max Xtender'
(A model portfolio that invests selectively in stock market index funds and in an Inverse Fund ("Bear Fund"), depending on current market trends for each type of investment. During strong market trends ... either bullish or bearish ... the model uses up to 2-to-1 leverage to magnify returns. The allocation mix is designed to beat the market substantially during both bull and bear markets but results in a relatively high risk of volatility.)
| Model Portfolio Changes for this week | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| SELL International | 50% | RYEUX | 50% | UEPIX | 50% | IEV |
| SELL OTC Stock Fund | 50% | RYOCX | 50% | OTPIX | 50% | QQQQ |
| Corporate Bonds, or Money Market |
Place proceeds in money market funds. | |||||
| New Model Portfolio Allocations | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| International Fund | 50% | RYEUX | 50% | UEPIX | 50% | IEV |
| OTC Stock Fund | 50% | RYOCX | 50% | OTPIX | 50% | QQQQ |
| Corporate Bonds, or Money Market |
100% Money Market Funds. |
|||||
