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Trade Alert - December 30, 2007

Model Portfolio Allocation Changes- This Week

Buy Energy and Precious Metals

The Performance Xtender model portfolio has issued two new buy signals:

Portfolio Changes in the Performance Xtender: This model is establishing a new 10% allocation in an Energy sector fund; and also a new 10% allocation in a Precious Metals sector fund. After giving effect to these two new purchases, the model portfolio will have a remaining net 40% allocation in money market funds.


Model Portfolio: Performance Xtender

REDUCE ________ Money Market Fund

BUY ___________ Energy Sector Fund

BUY ___________ Precious Metals Sector Fund

 

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Model Portfolio: Max Xtender

No Changes

 

 

 

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TopNew Model Portfolio Allocations

These are the new generic portfolio allocations, reflecting the changes above ...

Model Portfolio: Performance Xtender

40%        Money Market Fund

40%        International Stock Fund

10%        Energy Sector Fund

10%        Precious Metals Sector Fund

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Model Portfolio: Max Xtender

50%        OTC Stock Fund

50%        International Stock Fund

 

 

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TopModel 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 Energy Fund 10% RYEIX 10% ENPIX 10% XLE
BUY Precious Metals 10% RYPMX 10% PMPIX 10% GDX
Corporate Bonds, or
Money Market
Reduce money market funds to make new purchases.

New Model Portfolio Allocations Rydex Funds ProFunds ETFs
Allocation Ticker Allocation Ticker Allocation Ticker
International Stocks 40% RYEUX 40% UEPIX 40% IEV
Energy Sector Fund 10% RYEIX 10% ENPIX 10% XLE
Precious Metals Fund 10% RYPMX 10% PMPIX 10% GDX
Corporate Bonds, or
Money Market
40% 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
International Fund 50% RYEUX 50% UEPIX 50% IEV
OTC Stock Fund 50% RYOCX 50% OTPIX 50% QQQQ
Corporate Bonds, or
Money Market

.