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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 »

    AAII Model ETF Portfolio Review and How to Take Advantage of ETFs

    A review of the Model ETF Portfolio, and ETF characteristics that are important to consider--particularly in comparison to traditional mutual funds.

    November 2008 | Journal

  2. AAII Model Portfolios »

    Results Not Yet Final, But So Far, Election-Year Returns Have Yet to Appear

    The Model Shadow Stock Portfolio has moved ahead of the S&P 500 year-to-date, but is still behind small-cap stocks, which are down "only" 3.8% year to date. Our quarterly review includes a list of changes to the portfolio over the last quarter, a complete listing of the holdings, and the rules that govern the portfolio.

    October 2008 | Journal

  3. AAII Model Portfolios »

    Model Fund Portfolio Update and a Look at How Various Indexes Are Weighted

    The Model Mutual Fund Portfolio is down for the year to date at -3.8%, but performing well considering the weak election-year market. Also, a look at the various methods for weighting stocks in indexes - and which one is best.

    August 2008 | Journal

  4. AAII Model Portfolios »

    Shadow Stock Portfolio Update and the Disappointing Election-Year Market

    As of the end of May, micro-cap stocks continue to lag the market and the Model Shadow Stock Portfolio reflects that trend, with a weak three months. But even though the market appears gloomy, the bottom line is that it may be wise to stick with your long-term asset allocation or make only minimal adjustments.

    July 2008 | Journal

  5. AAII Model Portfolios »

    ETFs Get Active: AAII's Model Portfolio and the Evolving Marketplace

    The AAII model portfolio of exchange-traded funds (ETFs) year-to-date is outperforming the market, but unfortunately "outperformance" only means going down less than the market. An update on the portfolio and its holdings.

    May 2008 | Journal

  6. AAII Model Portfolios »

    Market Weakness Hits Model Shadow Stock Portfolio

    The market weakness continues, but it has stopped hitting small and value stocks more than the general market. The Model Shadow Stock Portfolio is now performing better than the overall market. An update on the portfolio and its holdings.

    April 2008 | Journal

  7. AAII Model Portfolios »

    Sub-Par Performance by Market in Pre-Election Year Drama

    The Model Mutual Fund Portfolio did considerably better than the S&P 500 last year, coming in at 10.2%, but with disparity within the portfolio. Its superior performance was due to one fund.

    February 2008 | Journal