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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 »

    A New Constraint Added to the Model Shadow Stock Portfolio Rules

    A rule eliminating candidates with negative earnings estimates has been formalized. Plus, see the latest transactions.

    July 2014 | Journal

  2. AAII Model Portfolios »

    REITs and Frontier Markets Drive Model Fund Portfolio Higher

    Good first-quarter returns by the REIT and frontier markets funds helped the Model Fund Portfolio beat the S&P 500 on a year-to-date basis.

    May 2014 | Journal

  3. AAII Model Portfolios »

    Model Shadow Stock Portfolio Rules Amended and Clarified

    The valuation and market capitalization sell rules have been amended. Plus, the maximum price to pay for new stocks is now listed.

    April 2014 | Journal

  4. AAII Model Portfolios »

    Model Fund Portfolio: Replacing a Closed Fund

    Fidelity OTC (FOCPX) is being added to replace Yacktman Focused (YAFFX). Plus, Jim’s thoughts about closed mutual funds.

    March 2014 | Journal

  5. AAII Model Portfolios »

    Model Shadow Stock Portfolio: Purchase Guidelines and Rule Changes

    Guidelines regarding price action and news are discussed, as well as a higher market capitalization limit and the latest portfolio changes.

    January 2014 | Journal

  6. AAII Model Portfolios »

    Building an All-ETF Subset From the Model Fund Portfolio

    The Pure ETF Portfolio is an example of how a diversified portfolio can be constructed solely out of ETFs.

    November 2013 | Journal

  7. AAII Model Portfolios »

    The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads

    Guidance for reducing the negative impact of spreads. Plus, one stock was sold and two were added to the portfolio.

    October 2013 | Journal