DATE
|
ACTION
|
PORTFOLIO |
| LATEST |
HOLD Long Bonds
(BTTRX) |
$934,974
|
| 07.02.2010 |
SWITCH to Long Bonds
(BTTRX) |
$880,370
|
| 05.07.2010 |
Switch to Gold (GLD) |
$878,736
|
| 03.05.2010 |
Switch to US Small-cap Equities (IWM)
|
$895,676
|
| 01.22.2010 |
Switch to Cash (3moT) |
$895,572
|
| 11.06.2009 |
Switch to Latin American Equities (ILF) |
$932,139
|
| 10.30.2009 |
Switch to Cash (3moT) |
$932,131
|
| 10.16.2009 |
Switch to Latin American Equities (ILF) |
$1,013,505
|
| 07.24.2009 |
Switch to Pacific ex-Japan (EPP)
|
$817,451
|
| 04.10.2009 |
Switch to Cash (3moT) |
$817,082
|
| 02.06.2009 |
Switch to Gold (GLD)
|
$848,133
|
| 11.28.2008 |
Switch to Long Bonds (BTTRX) |
$904,527
|
| 09.26.2008 |
Switch to Cash (3moT)
|
$903,981
|
08.29.2008
|
Switch to Long Bonds (BTTRX) |
$902,582
|
| 03.21.2008 |
Switch to Cash (3moT) |
$896,170 |
| 11.23.2007 |
Switch to Gold (GLD) |
$809,853 |
| 11.09.2007 |
Switch to Cash (3moT) |
$808,852 |
| 10.05.2007 |
Switch to Latin American Equities (ILF) |
$807,409 |
| 08.10.2007 |
Switch to Cash (3moT) |
$802,658 |
04.13.2007
|
Switch to Latin American Equities (ILF) |
$747,629 |
| 03.09.2007 |
Switch to Pacific ex-Japan (EPP) |
$672,465 |
| 03.02.2007 |
Switch to Cash (3moT) |
$671,826 |
| 11.03.2006 |
Switch to Latin American Equities (ILF) |
$645,352 |
| 08.18.2006 |
Switch to European Equities (IEV) |
$615,174 |
| 06.09.2006 |
Switch to Cash (3moT) |
$609,415 |
| 04.07.2006 |
Switch to Gold Bullion (GLD) |
$590,664 |
| 01.27.2006 |
Switch to Latin American Equities (ILF) |
$586,785 |
| 12.30.2005 |
Switch to Japan Equity Index (EWJ) |
$561,056 |
| 11.05.2005 |
Switch to Latin American Equities (ILF) |
$537,307 |
| 10.07.2005 |
Switch to Cash (3moT) |
$535,744 |
| 08.26.2005 |
Switch to Long Bonds (BTTRX) |
$552,712 |
| 08.05.2005 |
Switch to Cash (3moT)
|
$551,615 |
| 06.17.2005 |
Switch to Latin American Equities (ILF) |
$508,790 |
| 05.20.2005 |
Switch to Long Bonds (BTTRX) |
$501,161 |
| 03.24.2005 |
Switch to Cash (3moT) |
$499,023 |
| 11.12.2004 |
Switch to Latin American Equities (ILF) |
$446,568 |
| 08.06.2004 |
Switch to Long Bonds (BTTRX) |
$423,727 |
| 03.26.2004 |
Switch to Cash (3moT)
|
$421,967
|
| 01.10.2004 |
Switch to Long Bonds (BTTRX) |
$396,007 |
| 01.03.2004 |
Switch to Cash (3moT) |
$395,943 |
| 07.19.2003 |
Switch to Asian Equities (SAF) |
$270,011
|
| 02.08.2003 |
Switch to Long Bonds (BTTRX) |
$264,386
|
| 01.04.2003 |
Switch to Gold Shares (ASA) |
$278,513
|
| 06.15.2002 |
Switch to Long Bonds (BTTRX) |
$251,855
|
| 06.01.2002 |
Switch to Cash (3moT) |
$251,685
|
| 11.24.2001 |
Switch to Gold Shares (ASA) |
$129,198
|
| 07.28.2001 |
Switch to Long Bonds (BTTRX) |
$127,541
|
| 01.27.2001 |
Switch to Gold Shares (ASA) |
$117,381
|
| 05.07.2000 |
Switch to Long Bonds (BTTRX) |
$100,000
|
| |
ETFs Replace Mutual Funds
|
|
| 05.07.2000 |
Close Invesco Europe |
$275,417
|
| 01.21.2000 |
Switch to Invesco Europe |
$266,459
|
| 07.08.1999 |
Switch to Invesco Pacific |
$214,552
|
| 04.23.1999 |
Switch to Invesco Latin America |
$207,312
|
| 11.13.1998 |
Switch to Schwab S&P Index |
$173,557
|
| 08.02.1998 |
Switch to Long Bonds (BTTRX) |
$167,647
|
| 03.06.1998 |
Switch to Invesco Europe |
$150,516
|
| 11.07.1997 |
Switch to Schwab S&P Index |
$135,842
|
| 08.15.1997 |
Switch to Schwab Small Cap Index |
$126,667
|
| 07.25.1997 |
Switch to Schwab S&P Index |
$131,642
|
| 02.21.1997 |
Switch to Invesco Latin America |
$113,804
|
| 12.27.1996 |
Switch to Schwab S&P Index |
$107,364
|
| 11.15.1996 |
Switch to Long Bonds (BTTRX) |
$108,242
|
| 10.04.1996 |
Switch to Schwab S&P Index |
$102,881
|
| 08.30.1996 |
Buy Invesco Latin America
|
$100,000
|
