Today, I am making a few minor changes to the allocation model for the Aggressive Portfolio and adding newcomer Qualcomm to the pie with an 8% allocation, since replacing Google at the end of July. I am increasing Dow Chemical Co. 2 percentage points to 9% as I believe that Dow will outperform the market over the next twelve months. Likewise, Hess Corp. and Manitowoc moved to slightly larger slices of the pie as the material and industrial sectors appear quite strong thanks to a slowly improving world-wide economic picture. CSX, Harris Corp. and the SPDR BRIC 40 moved down one percentage point each, but still maintain a respectable representation of 9%, 8% and 8%, respectively. JPMorgan Chase & Co., on the other hand, moved down two percentage points to 8% of the total; its ongoing legal woes are doing investors no favors. I am maintaining the allocations for the remaining choices: Applied Materials (8%), DIRECTV Group (7%), Newmont Mining (7%) – which has shown some signs of strength of late and Teva Pharmaceutical Industries (9%). Furthermore, I am leaving the allocation models for the Conservative and Income Portfolios unchanged.