Model Portfolio Allocation Changes- This Week
Increase Precious Metals Allocation
This week the Performance Xtender model portfolio triggered an increase in the Gold stock fund allocation.
Portfolio Changes in the Performance Xtender: The model is doubling the Gold Fund allocation from 10% to 20% of the total portfolio. The money market fund allocation is reduced in order to fund the new purchase. ETF investors should note that either "GLD" or "GDX" can be used for this allocation. GDX is more volatile than GLD and will provide more leverage if that is desired.
Model Portfolio: Performance Xtender
REDUCE ____________ Money Market Fund
BUY _______________ Gold Stock Fund
Model Portfolio: Max Xtender
No Change
New Model Portfolio Allocations
Model Portfolio: Performance Xtender
30 % Large Cap Stock Fund
20 % Energy Sector Fund
20 % Gold Stock Fund
30 % Money Market Fund
Model Portfolio: Max Xtender
100 % Un-Leveraged Large Cap 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 | |
| BUY Gold Fund | 10% | RYPMX | 7% | PMPIX | 10% | GLD |
| Corporate Bonds, or Money Market |
. | |||||
| New Model Portfolio Allocations | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| Large Cap Stock Fund | 30% | RYZAX | 30% | BLPIX | 30% | SPY |
| Energy Stock Fund | 20% | RYEIX | 14% | ENPIX | 20% | XLE |
| Gold Stock Fund | 20% | RYPMX | 14% | PMPIX | 20% | GLD |
| Corporate Bonds, or Money Market |
30% Money Market Funds. ProFunds investors only should have a remaining 42% allocation in 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 | |
| LargeCap Fund | 100% | RYZAX | 100% | BLPIX | 100% | SPY |
| Corporate Bonds, or Money Market |
. |
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