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
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 | |
| 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 |
. |
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