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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 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

  2. 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

  3. 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

  4. AAII Model Portfolios »

    Building an All-ETF Subset From the Model Fund Portfolio

    The Pure ETF Portfolio is an example of how a diversified portfolio can be constructed solely out of ETFs.

    November 2013 | Journal

  5. AAII Model Portfolios »

    The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads

    Guidance for reducing the negative impact of spreads. Plus, one stock was sold and two were added to the portfolio.

    October 2013 | Journal

  6. AAII Model Portfolios »

    Frontier Markets Exposure Added to the Model Fund Portfolio

    The portfolio’s new addition targets pre-emerging economies and offers more potential upside than the fund it is replacing.

    August 2013 | Journal

  7. AAII Model Portfolios »

    Three Different Ways to Follow the Model Shadow Stock Portfolio

    The portfolio’s rules allow for variance in how it is followed. Plus, one new stock was added.

    July 2013 | Journal

  8. AAII Model Portfolios »

    A New Fund and Suggested Allocation for the Model Fund Portfolio

    CGM Realty Fund (CGMRX) is being replaced, and a new allocation is suggested for those preferring a more conservative portfolio.

    May 2013 | Journal