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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 »

    Replacing a Mutual Fund With an ETF in the Model Fund Portfolio

    One mutual fund has been removed because of its expense and performance and is being replaced with an IPO-focused ETF.

    November 2014 | Journal

  2. AAII Model Portfolios »

    Maintaining Model Shadow Stock Portfolio Purchase Rules

    Though no new non-Chinese stocks are qualifying, there is not enough cash in the portfolio to justify looser purchase rules.

    October 2014 | Journal

  3. AAII Model Portfolios »

    Model Fund Portfolio: Adjust Risk Based on Personal Factors

    Performance figures for the Conservative Portfolio are being dropped because the proper risk exposure is unique to each investor.

    August 2014 | Journal

  4. AAII Model Portfolios »

    A New Constraint Added to the Model Shadow Stock Portfolio Rules

    A rule eliminating candidates with negative earnings estimates has been formalized. Plus, see the latest transactions.

    July 2014 | Journal

  5. AAII Model Portfolios »

    REITs and Frontier Markets Drive Model Fund Portfolio Higher

    Good first-quarter returns by the REIT and frontier markets funds helped the Model Fund Portfolio beat the S&P 500 on a year-to-date basis.

    May 2014 | Journal

  6. AAII Model Portfolios »

    Model Shadow Stock Portfolio Rules Amended and Clarified

    The valuation and market capitalization sell rules have been amended. Plus, the maximum price to pay for new stocks is now listed.

    April 2014 | Journal

  7. 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

  8. 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