Model Portfolio Allocation Changes- This Week
Exit Energy and Precious Metals
After holding an allocation in the Energy and Precious Metals sectors for several months, the Performance Xtender model portfolio has now triggered a signal to exit both. The 6-month investment in the Energy sector fund yielded a return of about 14%. The 4-month allocation in Precious Metals stocks produced a return of about 11%.
All of our model portfolios are now 100% in money market funds and positioned to avoid any further deterioration in the stock or bond markets.
Portfolio Changes in the Performance Xtender: The model is selling the previous allocations in both the Energy and Precious Metals sectors funds and placing the proceeds in money market funds.
Model Portfolio: Performance Xtender
New Model Portfolio Allocations
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 Fund | 20% | RYEIX | 14% | ENPIX | 20% | XLE |
| SELL 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 | |
| - | - | - | - | - | - | - |
| Corporate Bonds, or Money Market |
100% 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 Large Cap Fund | 100% | RYZAX | 100% | BLPIX | 100 | SPY |
| 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. |
|||||
