These are my current personal positions, along with portfolio weights as of Friday, November 16, 2007.

India (INP) 16.9%
Brazil (EWZ) 16.5%
Materials, Steel (SLX) 15.3%
Hong Kong (EWH) 14.5%
South Korea (EWY) 13%
China (FXI) 13%
Oil (USO) 10.5%
Cash 0.3%

I will make the necessary buys and sells to move to the following approximate weights on the open, Monday, November 19, 2007.

Australia (EWA) 9.8%
Brazil (EWZ) 10.0%
Canadian Dollar (FXC) 9.8%
China (FXI) 9.9%
Hong Kong (EWH) 10.0%
India (INP) 9.9%
Materials, Gold Miners (GDX) 9.8%
Materials, Steel (SLX) 10.0%
Oil (USO) 10.5%
Treasuries 20+ Yrs (TLT) 9.8%
Cash 0.5%

I will use market orders. Note I did not move the Oil (USO) position in line because I didn’t think fixing that deviation was worth a commission. There will be no open stop loss orders under these positions.

These choices may look familiar. I refuse to track systems, or write positively about systems or individual stocks, that I would not be comfortable buying with my own money.