Model Portfolio Allocation Changes- This Week
Sell Energy
The Performance Xtender model portfolio is selling its previous 10% allocation in an Energy sector fund and placing the proceeds in money market funds.
Model Portfolio: Performance Xtender
SELL ___________ Energy Sector Fund
BUY ___________ Money Market Fund
Model Portfolio: Max Xtender
No Change
New Model Portfolio Allocations
Model Portfolio: Performance Xtender
90% Money Market Fund
10% Precious Metals Sector Fund
Model Portfolio: Max Xtender
100% Money Market Fund
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 Energy Sector | 10% | RYEIX | 10% | ENPIX | 10% | XLE |
| Corporate Bonds, or Money Market |
Put sale proceeds into money market funds. | |||||
| New Model Portfolio Allocations | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| Precious Metals Fund | 10% | RYPMX | 10% | PMPIX | 10% | GDX |
| Corporate Bonds, or Money Market |
90% 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 | |
| - | - | - | - | - | - | - |
| Corporate Bonds, or Money Market |
-. | |||||
| New Model Portfolio Allocations | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| - | - | - | - | - | - | - |
| Corporate Bonds, or Money Market |
100% Money Market Funds. |
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