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James Cloonan

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


Articles by this Author


  1. AAII Model Portfolios »

    Model Shadow Stock Portfolio: All-in-All, A Very Good Year

    The AAII Model Shadow Stock Portfolio took a bit of a breather in the last three months, but through November it remains at an impressive 18.8% compared to single-digit returns for the S&P 500 and small-cap index funds.

    January 2006 | Journal

  2. AAII Model Portfolios »

    No Summer Doldrums for the Shadow Stock Portfolio

    The Model Shadow Stock Portfolio has found enough fuel to jet through the summer doldrums of 2005, rocketing to a 19.1% return over the quarter, while year to date it is up 17.8% compared to 5.4% for the Vanguard Small Cap Index fund. Our quarterly review includes a list of changes to the portfolio over the last quarter, as well as a complete listing of the holdings.

    October 2005 | Journal

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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