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James Cloonan

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


Articles by this Author

Biography:

James B. Cloonan earned his MBA from the University of Chicago and his B.A. and Ph.D. from Northwestern University. After teaching for several years in 1974 he helped found and served as CEO of Heinold Securities, a brokerage firm specializing in derivatives. After selling his interest in that firm, he returned to teaching and began the preliminary work leading to the founding of the American Association of Individual Investors in 1978 and is currently chairman of AAII.

Cloonan is the author of books and articles on investing and writes the Model Portfolios column for the AAII Journal. He created and manages the Model Shadow Stock Portfolio, which has realized an annualized return of over 15% for the past 23 years.

Cloonan has served on several industry and regulatory panels, including the Consumer Advisory Council of the National Futures Association, the Advisory Panel on Securities Markets and Information Technology of the Congressional Office of Technology Assessment, the NASD Special Committee on the Quality of Markets, the New York Stock Exchange Panel on Market Volatility and Investor Confidence, the Chicago Mercantile Exchange Financial Instruments Advisors Committee, the New York Stock Exchange Individual Investors Advisory Committee, and The Consumer Affairs Advisory Committee of the Securities and Exchange Commission.

He lives with his wife Edythe in Chicago.

Articles by this Author


  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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