Close
« Back to Author Index

James Cloonan

author Image James B. Cloonan is founder and chairman of AAII.


Articles by this Author


  1. AAII Model Portfolios »

    Model Fund Portfolio Update: 2005 Mid-Year Review

    The Model Mutual Fund Portfolio is slightly ahead of the S&P 500 for the first half of this year, but significantly ahead over the last 12 months. A mid-year look at the portfolio, how it has fared, and what changes have been made.

    August 2005 | Journal

  2. AAII Model Portfolios »

    Shadow Stock Portfolio Still Leads as Market Runs Out of Gas

    While the Model Shadow Stock Portfolio is starting to run on fumes alone, it still leads the market. A mid-year look at the portfolio--how it has fared, and what changes have been made.

    July 2005 | Journal

  3. Matter of Opinion »

    Model Shadow Stock Portfolio: A Step Ahead of the Market

    Feature: A performance update for the Shadow Stock Portfolio shows that the portfolio is still one step ahead of the market.

    April 2005 | Journal

  4. Matter of Opinion »

    Model Fund Portfolio Update: A 2004 Performance Report

    Feature: A performance update for the Model Fund Portfolio shows dramatic results for 2004.

    February 2005 | Journal

  5. Matter of Opinion »

    A Performance Spotlight on the Model Shadow Stock Portfolio

    Feature: A performance update for the Model Shadow Stock Portfolio shows dramatic results over the last three months through November 2004.

    January 2005 | Journal

  6. Matter of Opinion »

    Model Shadow Stock Portfolio: A Quarterly Review

    Feature: The Model Shadow Stock Portfolio shows a slight gain for the quarter, plus a year-to-date return of 14.3%, compared to the S&P's 0.4%. Our quarterly review of the Shadow Stock Portfolio.

    October 2004 | Journal

  7. Matter of Opinion »

    Model Fund Portfolio Update: How to Deal With the Issue of Fund Closings

    Feature: The semiannual update reviews the performance of the Fund Portfolio, provides a complete list of the current holdings, and details changes to the portfolio, as well as changes to the selection criteria and the recommendation process.

    August 2004 | Journal