|
|
|
|
111
|
Latest
|
Hold cash
|
$1,034,615
|
110
|
10.21.2019
|
Switch to Cash via stop loss
|
$1,032,560 |
109
|
10.04.2019
|
Switch to Long Zero T-Bonds (EDV)
|
$1,102,767
|
108 |
09.11.2019 |
Switch to Cash via stop loss
|
$1,101,501
|
107
|
08.23.2019
|
Switch to Long Zero T-Bonds (EDV)
|
$1,140,421
|
106
|
08.09.2019
|
Switch to Cash
|
$1,139,603
|
105
|
07.19.2019 |
Switch to Gold (GLD)
|
$1,084,825
|
104 |
05.06.2019
|
Switch to Cash via stop-loss
|
$1,076,300
|
103
|
03.15.2019
|
Switch to Asia Pacific ex-Japan (AXJL)
|
$1,062,999
|
102 |
03.06.2019 |
Switch to Cash via stop-loss
|
$1,062,190
|
101 |
01.25 2019
|
Switch to Latin American Equities (ILF)
|
$1,099,357
|
100 |
01.04.2019 |
Switch to Gold (GLD)
|
$1,086,651
|
99 |
10.10.2018
|
Stop-Loss to Cash
|
$1,080,629
|
98
|
09.21.2018
|
Switch to US Large-cap Equities (SPY)
|
$1,105,503
|
97
|
08.21.2018
|
Stop-Buy US Small-cap Equities (IWM)
|
$1,101,052
|
96 |
06.29.2018
|
Stop Loss to Cash
|
$1,098,163
|
95
|
05.04.2018
|
Switch to US Small-cap Equities (IWM)
|
$1,044,250
|
94
|
03.19.2018
|
Switch to cash (via stop loss)
|
$1,042,165
|
93
|
02.20.2018
|
Switch to Latin American Equities (ILF)
|
$1,065,890
|
92
|
02.05.2018
|
Switch to cash (via stop loss)
|
$1,065,501
|
91
|
11.10.2017
|
Switch to Japanese Equities (EWJ)
|
$1,018,505 |
90
|
11.03.2017
|
Switch to Cash
|
$1,018,270
|
89
|
08.11.2017
|
Switch to Latin American Equities (ILF)
|
$1,004,584
|
88
|
07.28.2017
|
Switch to Asia Pacific ex-Japan (AXJL)
|
$1,007,451
|
87 |
06.09.2017
|
Switch to European Equities (IEV)
|
$999,273
|
86
|
04.28.2017
|
Switch to Asia Pacific ex-Japan (AXJL)
|
$978,129 |
85
|
03.03.2017 |
Switch to Latin American Equities (ILF)
|
$974,389
|
84 |
12.05.2016 |
Switch to US Small-cap Equities (IWM) |
$928,498
|
83 |
10.21.2016 |
Switch to Cash |
$928,062
|
82 |
09.23.2016 |
Switch to US Small-cap Equities (IWM) |
$956,731
|
81 |
07.15.2016
|
Switch to Latin American Equities (ILF) |
$937,925
|
80 |
06.24.2016 |
Switch to Long Zero T-Bonds (EDV)
|
$909,026
|
79 |
06.10.2016 |
Switch to US Small-cap Equities (IWM) |
$938,874 |
78 |
04.01.2016 |
Switch to Latin American Equities (ILF) |
$969,732
|
77 |
03.25.2016
|
Switch to CASH |
$969,691
|
76 |
03.04.2016 |
Switch to Gold (GLD)
|
$1,008,929
|
75 |
09.04.2015 |
Switch to CASH |
$1,008,203 |
74
|
03.13.2015
|
Switch to Japanese Equities (EWJ)
|
$1,095,071
|
73
|
10.10.2014
|
Switch to Long Zero T-Bonds (EDV)
|
$1,007,325
|
72
|
09.26.2014
|
Switch to US Large-cap Equities (SPY)
|
$1,046,235
|
71
|
09.05.2014
|
Switch to Latin American Equities (ILF)
|
$1,159,173
|
70
|
08.22.2014
|
Switch to Long Zero T-Bonds (EDV)
|
$1,171,436
|
69
|
07.03.2014
|
Switch to Latin American Equities (ILF)
|
$1,111.267
|
68
|
04.11.2014
|
Switch to Long Zero T-Bonds (EDV)
|
$1,110,170
|
67
|
04.04.2014
|
Switch to US Large-cap Equities (SPY)
|
$1,151,194
|
66
|
03.07.2014
|
Switch US Small-cap Equities (IWM)
|
$1,203,581
|
65
|
02.07.2014
|
Switch to European Equities (IEV)
|
$1,154,384
|
64
|
05.31.2013
|
Switch to US Small-cap Equities (IWM)
|
$1,019,402
|
63
|
05.10.2013
|
Switch to Japanese Equities (EWJ)
|
$1,105,919
|
62
|
02.08.2013
|
Switch to Cash (3moT)
|
$1,105,728
|
61
|
01.04.2013
|
Switch to European Equities (IEV)
|
$1,084,106
|
60
|
12.14.2012
|
Switch to Cash (3moT)
|
$1,084,080
|
59
|
09.21.2012
|
Switch to Gold (GLD)
|
$1,135.797
|
58
|
08.10.2012
|
Switch to US Large-cap Eq. (SPY)
|
$1,096,632
|
57
|
05.04.2012
|
Switch to Long Bonds (BTTRX)
|
$1,039,088
|
56
|
03.02.2012
|
Switch to US Large-cap Equities (SPY)
|
$1,041,439
|
55
|
02.10.2012
|
Switch to US Small-cap Equities (IWM)
|
$1,054,676
|
54
|
09.30.2011
|
Switch to Long Bonds (BTTRX)
|
$1,063,946
|
53
|
09.23.2011
|
Switch to Cash (3moT)
|
$1,063,944
|
52
|
04.29.2011
|
Switch to Gold (GLD)
|
$1,014,475
|
51
|
12.03.2010
|
Switch to US Small-cap Eq. (IWM)
|
$888,590
|
50
|
11.26.2010
|
Switch to Cash (3moT)
|
$888,568
|
49
|
10.15.2010
|
Switch to Pacific ex-Japan (EPP)
|
$925,500
|
48
|
07.02.2010
|
Switch to Long Bonds (BTTRX)
|
$880,370
|
47
|
05.07.2010
|
Switch to Gold (GLD)
|
$878,736
|
46
|
03.05.2010
|
Switch to US Small-cap Equities (IWM)
|
$895,676
|
45
|
01.22.2010
|
Switch to Cash (3moT)
|
$895,572
|
44
|
11.06.2009
|
Switch to Latin American Equities (ILF)
|
$932,139
|
43
|
10.30.2009
|
Switch to Cash (3moT)
|
$932,131
|
42
|
10.16.2009
|
Switch to Latin American Eq. (ILF)
|
$1,013,505
|
41
|
07.24.2009
|
Switch to Pacific ex-Japan (EPP)
|
$817,451
|
40
|
04.10.2009
|
Switch to Cash (3moT)
|
$817,082
|
39
|
02.06.2009
|
Switch to Gold (GLD)
|
$848,133
|
38
|
11.28.2008
|
Switch to Long Bonds (BTTRX)
|
$904,527
|
37
|
09.26.2008
|
Switch to Cash (3moT)
|
$903,981
|
36
|
08.29.2008
|
Switch to Long Bonds (BTTRX)
|
$902,582
|
35
|
03.21.2008
|
Switch to Cash (3moT)
|
$896,170
|
34
|
11.23.2007
|
Switch to Gold (GLD)
|
$809,853
|
33
|
11.09.2007
|
Switch to Cash (3moT)
|
$808,852
|
32
|
10.05.2007
|
Switch to Latin American Eq. (ILF)
|
$807,409
|
31
|
08.10.2007
|
Switch to Cash (3moT)
|
$802,658
|
30
|
04.13.2007
|
Switch to Latin American Eq. (ILF)
|
$747,629
|
29
|
03.09.2007
|
Switch to Pacific ex-Japan (EPP)
|
$672,465
|
28
|
03.02.2007
|
Switch to Cash (3moT)
|
$671,826
|
27
|
11.03.2006
|
Switch to Latin American Eq. (ILF)
|
$645,352
|
26
|
08.18.2006
|
Switch to European Equities (IEV)
|
$615,174
|
25
|
06.09.2006
|
Switch to Cash (3moT)
|
$609,415
|
24
|
04.07.2006
|
Switch to Gold Bullion (GLD)
|
$590,664
|
23
|
01.27.2006
|
Switch to Latin American Eq. (ILF)
|
$586,785
|
22
|
12.30.2005
|
Switch to Japan Equity Index (EWJ)
|
$561,056
|
21
|
11.05.2005
|
Switch to Latin American Eq. (ILF)
|
$537,307
|
20
|
10.07.2005
|
Switch to Cash (3moT)
|
$535,744
|
19 |
08.26.2005 |
Switch to Long Bonds (BTTRX) |
$552,712 |
18 |
08.05.2005 |
Switch to Cash (3moT) |
$551,615 |
17 |
06.17.2005 |
Switch to Latin American Equities (ILF) |
$508,790 |
16 |
05.20.2005 |
Switch to Long Bonds (BTTRX) |
$501,161 |
15 |
03.24.2005 |
Switch to Cash (3moT) |
$499,023 |
14 |
11.12.2004 |
Switch to Latin American Equities (ILF) |
$446,568 |
13 |
08.06.2004 |
Switch to Long Bonds (BTTRX) |
$423,727 |
12 |
03.26.2004 |
Switch to Cash (3moT) |
$421,967 |
11 |
01.10.2004 |
Switch to Long Bonds (BTTRX) |
$396,007 |
10 |
01.03.2004 |
Switch to Cash (3moT) |
$395,943 |
9
|
07.19.2003 |
Switch to Asian Equities (SAF) |
$270,011
|
8
|
02.08.2003 |
Switch to Long Bonds (BTTRX) |
$264,386 |
7
|
01.04.2003 |
Switch to Gold Shares (ASA) |
$278,513 |
6
|
06.15.2002 |
Switch to Long Bonds (BTTRX) |
$251,855 |
5
|
06.01.2002 |
Switch to Cash (3moT) |
$251,685 |
4
|
11.24.2001 |
Switch to Gold Shares (ASA) |
$129,198 |
3
|
07.28.2001 |
Switch to Long Bonds (BTTRX) |
$127,541 |
2
|
01.27.2001 |
Switch to Gold Shares (ASA) |
$117,381 |
1
|
05.07.2000 |
Switch to Long Bonds (BTTRX) |
$100,000 |
|
|
MODEL SWITCHES TO ETFs
|
|
15
|
05.07.2000 |
Close Invesco Europe |
$275,417 |
14 |
01.21.2000 |
Switch to Invesco Europe |
$266,459 |
13 |
07.08.1999 |
Switch to Invesco Pacific |
$214,552 |
12 |
04.23.1999 |
Switch to Invesco Latin America |
$207,312 |
11 |
11.13.1998 |
Switch to Schwab S&P Index |
$173,557 |
10 |
08.02.1998 |
Switch to Long Bonds (BTTRX) |
$167,647 |
9
|
03.06.1998 |
Switch to Invesco Europe |
$150,516 |
8
|
11.07.1997 |
Switch to Schwab S&P Index |
$135,842 |
7
|
08.15.1997 |
Switch to Schwab Small Cap Index |
$126,667 |
6
|
07.25.1997 |
Switch to Schwab S&P Index |
$131,642 |
5
|
02.21.1997 |
Switch to Invesco Latin America |
$113,804 |
4
|
12.27.1996 |
Switch to Schwab S&P Index |
$107,364 |
3
|
11.15.1996 |
Switch to Long Bonds (BTTRX) |
$108,242 |
2
|
10.04.1996 |
Switch to Schwab S&P Index |
$102,881 |
1
|
10.04.1996 |
Buy Invesco Latin America |
$100,000 |