Model Portfolio Allocation Changes- This Week
New Stock Market Allocations
Based upon last Friday's market close, the models have now moved to a "Neutral" setting from "Bearish". The change triggers both models to move back into the market.
Portfolio Changes in the Max Xtender: The model is establishing a new 50% allocation in an Over-the-Counter (OTC) fund that tracks the Nasdaq composite and a 50% allocation in a Large Cap International Stock fund. The model portfolio will now be 100% invested in the stock market but not using any leverage.
Portfolio Changes in the Performance Xtender: This model is establishing a new 40% allocation in a Large Cap International Stock fund. 60% of the model portfolio will remain in money market funds.
Model Portfolio: Performance Xtender
REDUCE ________ Money Market Fund
BUY ___________ International Stock Fund
Model Portfolio: Max Xtender
SELL __ ________ Money Market Fund
BUY ___________ International Stock Fund
BUY ___________ OTC Stock Fund
New Model Portfolio Allocations
Model Portfolio: Performance Xtender
60% Money Market Fund
40% International Stock Fund
Model Portfolio: Max Xtender
50% OTC Stock Fund
40% International Stock 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 Internat'l Fund | 40% | RYEUX | 40% | UEPIX | 40% | IEV |
| Corporate Bonds, or Money Market |
. | |||||
| New Model Portfolio Allocations | Rydex Funds | ProFunds | ETFs | |||
|---|---|---|---|---|---|---|
| Allocation | Ticker | Allocation | Ticker | Allocation | Ticker | |
| International Stocks | 40% | RYEUX | 40% | UEPIX | 40% | IEV |
| Corporate Bonds, or Money Market |
60% 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 | |
| BUY Internat'l Fund | 50% | RYEUX | 50% | UEPIX | 50% | IEV |
| BUY OTC Stock Fund | 50% | RYOCX | 50% | OTPIX | 50% | QQQQ |
| Corporate Bonds, or Money Market |
. | |||||
| 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 |
. |
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