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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 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

  2. 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

  3. 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

  4. AAII Model Portfolios »

    Model Shadow Stock Portfolio Contests 2007 for Best Annual Return

    The markets and the Shadow Stock Portfolio staged big rebounds, but both remain below their 2007 highs. The New Year brings both potential reward and risks.

    January 2010 | Journal

  5. AAII Model Portfolios »

    Model ETF Portfolio: Beats Benchmark, But Total Recovery Not Yet Complete

    The AAII Model ETF Portfolio is benefiting handsomely from the positive movement in the stock market this year, with a year-to-date return of 38.2%, compared to a return of 22.7% for its ETF benchmark.

    November 2009 | Journal

  6. AAII Model Portfolios »

    Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits

    The Model Shadow Stock Portfolio is on its way to one of its best years ever--up 66.6% through the end of August compared to 15% for the S&P 500. But the portfolio still has not recouped all of its 2008 losses. A good contrarian indicator: many analysts say the market can't possibly go higher.

    October 2009 | Journal

  7. AAII Model Portfolios »

    After the Storm, Stability Returns to the Model Mutual Fund Portfolio

    The Model Mutual Fund Portfolio and the general market are up a bit year to date, and after 2008, anything positive is good. While the fund portfolio is behind the overall market year to date, it has outperformed the Vanguard Total Market benchmark over the last five years.

    August 2009 | Journal