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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 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

  2. 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

  3. 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

  4. 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

  5. AAII Model Portfolios »

    Frontier Markets Exposure Added to the Model Fund Portfolio

    The portfolio’s new addition targets pre-emerging economies and offers more potential upside than the fund it is replacing.

    August 2013 | Journal

  6. AAII Model Portfolios »

    Three Different Ways to Follow the Model Shadow Stock Portfolio

    The portfolio’s rules allow for variance in how it is followed. Plus, one new stock was added.

    July 2013 | Journal

  7. AAII Model Portfolios »

    A New Fund and Suggested Allocation for the Model Fund Portfolio

    CGM Realty Fund (CGMRX) is being replaced, and a new allocation is suggested for those preferring a more conservative portfolio.

    May 2013 | Journal

  8. AAII Model Portfolios »

    A Look at the Model Shadow Stock Portfolio’s True Risk

    Measured by the chance of a long-term loss, the Model Shadow Stock Portfolio is less risky than the S&P 500 index.

    April 2013 | Journal