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James Cloonan

author Image James B. Cloonan is founder and chairman of AAII.

Articles by this Author

  1. Portfolio Strategies »

    Why a New Allocation Approach Is Needed

    The traditional way of allocating portfolios costs investors significant wealth and fails to consider how risk actually occurs in the real world.

    June 2016 | Journal

  2. AAII Model Portfolios »

    Model Fund Portfolio Holding Opens to New Investors

    Aston/Fairpointe Mid Cap reopened to new investors. Plus, see the special note about upcoming changes to the All-ETF Portfolio.

    May 2016 | Journal

  3. AAII Model Portfolios »

    Model Shadow Stock Portfolio: Many Opportunities Among Micro Caps

    The price decline in micro caps made valuations more attractive. Plus, one shadow stock was deleted due to a lack of profitability.

    April 2016 | Journal

  4. AAII Model Portfolios »

    Model Fund Portfolio: REITs Show Their Long-Term Value

    During the portfolio’s past 12 years, long-term equity REITs have provided excellent diversification without sacrificing return.

    March 2016 | Journal

  5. AAII Model Portfolios »

    Revised Guidance on Following the Model Shadow Stock Portfolio

    Restrict purchases to Shadow Stocks whose average daily dollar volume is at least 10 times the desired amount to be invested. Plus, see the new additions.

    January 2016 | Journal

  6. AAII Model Portfolios »

    Model Fund Portfolio: Missing the Pre-Election Bull

    The pre-election-year bull is nowhere to be seen, but none of the portfolio’s funds are violating the sell rules.

    November 2015 | Journal

  7. AAII Model Portfolios »

    The Model Shadow Stock Portfolio’s Long-Term Performance

    The power of compounded returns has led to the portfolio’s great long-term return. A new chart helps to show the relative impact on returns.

    October 2015 | Journal

  8. AAII Model Portfolios »

    Model Fund Portfolio: Diversification Offsets Weak Performers

    A big gain in First Trust US IPO (FPX) helped to offset the drag caused REITs and frontier markets being out-of-favor.

    August 2015 | Journal