James Cloonan

James B. Cloonan is founder and chairman of AAII.

Articles by this Author

1. AAII Model Portfolios »

   Equal-Weighted ETF Helps Boost Model Fund Portfolio Return

   The inclusion of an equal-weighted S&P 500 ETF helped the Model Fund Portfolio avoid the volatility experienced by its market-cap-weighted peers.

   March 2013 | Journal

2. AAII Model Portfolios »

   Higher Prices Prompt Rule Change in the Model Shadow Stock Portfolio

   The minimum and maximum market capitalizations have been revised upward to account for higher micro-cap stock prices.

   January 2013 | Journal

3. AAII Model Portfolios »

   Revised Model Fund Portfolio: Benchmark Impacted by Cap Weighting

   Equal-weighted funds have historically outperformed their capitalization-weighted peers, but strong performance in two tech stocks reversed the trend this year.

   November 2012 | Journal

4. AAII Model Portfolios »

   Adherence to Rules Helps Model Shadow Stock Portfolio's Performance

   Following a consistent, well-defined approach has helped the portfolio achieve an average return of 16.1% over the past 20 years. Plus, see the latest buys and sells.

   October 2012 | Journal

5. AAII Model Portfolios »

   Revised Model Fund Portfolio: Combining Mutual Funds and ETFs

   The Model Fund Portfolio has been revised to take advantage of the unique strengths that mutual funds and exchange-traded funds (ETFs) offer.

   August 2012 | Journal

6. AAII Model Portfolios »

   Despite Uncertainty, Model Shadow Stock Portfolio Still Positive for 2012

   Global and domestic uncertainty hurt returns in May, but even with the pullback, the portfolio is up 9.1% year-to-date.

   July 2012 | Journal

7. AAII Model Portfolios »

   Model Mutual Fund and ETF Portfolios: Choosing a Benchmark Isn't Easy

   A benchmark should follow the same approach as the portfolio being measured, but the most popular benchmarks measure average portfolio performance.

   May 2012 | Journal

8. AAII Model Portfolios »

   Model Shadow Stock Portfolio Reaches an All-Time High

   A rally in micro-cap stocks helped drive the portfolio’s cumulative return to an all-time high. Plus, read about the portfolio’s latest changes.

   April 2012 | Journal