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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 Mutual Fund and ETF Portfolios: Waiting for Value and Small-Cap to Improve

    Growth and large-cap stocks have recently outperformed value and small-cap stocks, hurting the relative performance of our model portfolios.

    November 2011 | Journal

  2. AAII Model Portfolios »

    Record Market Volatility Affects Model Shadow Stock Portfolio

    High levels of volatility caused the portfolio to show a year-to-date loss at the end of August. Read about the latest changes and see James’ latest commentary.

    October 2011 | Journal

  3. AAII Model Portfolios »

    Model Mutual Fund and ETF Portfolios: Combined Update, Different Strategies

    Both model portfolios are covered in a combined update. Learn how the two strategies differ, and see the new additions to the Model Mutual Fund Portfolio.

    August 2011 | Journal

  4. AAII Model Portfolios »

    Shadow Stock Gains Limited by Pause in Small-Cap Stocks

    The Model Shadow Stock Portfolio rose 2% since the last update. Two holdings were replaced with new stocks.

    July 2011 | Journal

  5. AAII Model Portfolios »

    Model ETF Portfolio Versus Benchmark: More Diversification, Similar Returns

    Real estate has been volatile, but it has added to the Model ETF Portfolio’s diversification without adversely affecting long-term performance.

    May 2011 | Journal

  6. AAII Model Portfolios »

    Shadow Stock Portfolio Rewards Investors Who Stayed in Stocks

    The Model Shadow Stock Portfolio ended February above its pre–bear market high. Plus, see which two stocks were added to the portfolio.

    April 2011 | Journal

  7. AAII Model Portfolios »

    Model Mutual Fund Portfolio: Revisiting Fund Selection Rules

    Revisiting Fund Selection Rules: Increased market volatility may require tweaking one of the fund selection rules used for this portfolio

    March 2011 | Journal