This unique portfolio is designed to protect investors' wealth via a balanced allocation in four primary asset classes:  equities, hard assets, long-term bonds, and a T-bill/currency component.

However, this is not a long only, passive allocation model.  By employing our proprietary Lamson Timing Indicator, this portfolio follows the major trend for each targeted asset class. holding that position as long as the major trend, Bull or Bear, remains in force.  The portfolio will then recerse posiiton, once a change in the major trend has been confirmed.

Base allocation: 30% Equities; 30% Commodities/Gold; 20% Long-term Bonds; 20% T-bill/Currency.

The Bull/Bear Allocation Portfolio will be re-balanced on or before the second Thursday of January each year.

For the Equity asset class, Coby Lamson will select among the major market indices (which could include an international index) that demonstrate the strongest correlation to the direction of the macro-trend identified by the Lamson Timing Indicator.

For the Hard Asset class, the portfolio will be apportioned between a gold ETF and a general commodity index in that ratio representing the greatest potential over the intermediate to longer term.

For the Long-term Bond allocation, we will be either long the bond, employing (for example) the TLT ETF, or short the bond via the TBT ETF.

For the currency allocation, the Bull/Bear Allocation Portfolio, will either have an anchor position in a US T-Bill Money Fund; or, at those times when we identify an intermediate to long-term downward trend in the U.S. dollar, we will have this portion of the portfolio in the Merk Hard Currency Fund, or another vehicle that we judge a superior alternative.