Model Portfolio Allocation Changes- This Week
Take Profits in Precious Metals
The Performance Xtender model portfolio is now taking steps to begin locking in profits in the Precious Metals allocation. The position is up 11% in value since the beginning of October and up 34% since it was first established in July.
Portfolio Changes in the Performance Xtender: The model is reducing the Gold Fund allocation in half, going from 20% to 10% of the total portfolio. Proceeds from the sale will be added to the money market fund.
Model Portfolio: Performance 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 | |
| REDUCE Gold Fund | 10% | RYPMX | 7% | PMPIX | 10% | GLD |
| Corporate Bonds, or Money Market |
Place proceeds of sale into Money Market funds. | |||||
| 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 | 10% | RYPMX | 7 % | PMPIX | 10% | GLD |
| Corporate Bonds, or Money Market |
40% Money Market Funds. ProFunds investors only should have a remaining 49% 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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