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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 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

  2. AAII Model Portfolios »

    Shadow Stock Portfolio Makes the Case for Buy and Hold

    The fourth-quarter rally helped to push the Shadow Stock Portfolio back up close to its pre-recession high. Plus, see the portfolio’s new additions.

    January 2011 | Journal

  3. AAII Model Portfolios »

    New Fund Added to the Model ETF Portfolio

    An exchange-traded fund that invests in master limited partnerships (MLPs) has been added. Find out what the ETF is and suggestions for allocating your portfolio.

    November 2010 | Journal

  4. AAII Model Portfolios »

    Shadow Stock Portfolio Performance Reflects Market’s Volatility

    The Model Shadow Stock Portfolio pared some of its gains over the summer, but still remained in positive territory year-to-date. Plus, a change was made to one of the portfolio’s sell rules.

    October 2010 | Journal

  5. AAII Model Portfolios »

    Bear Market Bites Model Fund Portfolio and Stock-Based Mutual Funds

    Weakness in May and June hurt the model fund portfolio’s return. Virtually all stock-based mutual funds now have negative three-year returns.

    August 2010 | Journal

  6. Shadow Stock Portfolio Up 14.9% in 2010 image

    AAII Model Portfolios »

    Shadow Stock Portfolio Up 14.9% in 2010

    The Shadow Stock Portfolio is posting good returns despite the market’s volatility. Plus, find out why changes were made to the portfolio’s holdings.

    July 2010 | Journal

  7. AAII Model Portfolios »

    Model ETF Portfolio: Real Estate Holdings Boost Performance

    The inclusion of a real estate component is helping the Model ETF Portfolio easily outperform its benchmark.

    May 2010 | Journal

  8. AAII Model Portfolios »

    Shadow Stock Portfolio: About Even Despite High Volatility

    As of the end of February, the portfolio is about even year-to-date, but there has been high volatility with a weak January and a strong February.

    April 2010 | Journal

  9. AAII Model Portfolios »

    Keeping Fund Portfolio Unchanged Despite Tough Start to 2010

    Though the January Indicator suggests the possibility of a down year, there is no reason to alter normal investment allocations.

    March 2010 | Journal