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James Cloonan

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


Articles by this Author


  1. 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

  2. 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

  3. Matter of Opinion »

    Adjusting to Reality When Managing a Small-Cap Value Portfolio

    Feature: A quarterly update on the Individual Investor's Shadow Stock Portfolio.

    July 2004 | Journal

  4. Matter of Opinion »

    AAII's Shadow Stock Portfolio: An Update

    AAII's do-it-yourself approach to nano-cap stocks is holding its own.

    April 2004 | Journal

  5. AAII Model Portfolios »

    Why Well-Designed Portfolios Don't Depend on Cap Size and Style Categories

    A look at the Individual Investor's Mutual Fund Portfolio--how it performed and its investment characteristics.

    February 2004 | Journal

  6. AAII Model Portfolios »

    What's UP? AAII's Shadow Stock Portfolio

    A strong close to last year bodes well for 2004: A performance and composition update on the AAII Shadow Stock Portfolio.

    January 2004 | Journal