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James Cloonan

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


Articles by this Author


  1. Matter of Opinion »

    Adjusting to Reality When Managing a Small-Cap Value Portfolio

    Feature: A quarterly update on the Individual Investor's Shadow Stock Portfolio.

    July 2004 | Journal

  2. Matter of Opinion »

    AAII's Shadow Stock Portfolio: An Update

    AAII's do-it-yourself approach to nano-cap stocks is holding its own.

    April 2004 | Journal

  3. AAII Model Portfolios »

    Why Well-Designed Portfolios Don't Depend on Cap Size and Style Categories

    A look at the Individual Investor's Mutual Fund Portfolio--how it performed and its investment characteristics.

    February 2004 | Journal

  4. AAII Model Portfolios »

    What's UP? AAII's Shadow Stock Portfolio

    A strong close to last year bodes well for 2004: A performance and composition update on the AAII Shadow Stock Portfolio.

    January 2004 | Journal

  5. AAII Model Portfolios »

    Focus on the Individual Investor's Shadow Stock Portfolio

    Presenting a model stock portfolio that can be the beginning of the selection process, but not all of it. There are many ways the strategy can be implemented without everyone buying the exact same stocks.

    November 2003 | Journal

  6. A Matter of Opinion »

    New From AAII: Specific Guidance on Stock and Fund Selection

    AAII Chairman Jim Cloonan expands coverage of the model stock portfolio and constructs a model mutual fund portfolio. Both share the same philosophy: consistency, risk control and selections that are best for individuals rather than institutions.

    September 2003 | Journal

  7. A Matter of Opinion »

    The AAII Beginner's Portfolio: An Annual Performance Review

    Over the last 10-year period, the Beginner's Portfolio has beaten the S&P 500, the Russell 2000, and the micro-cap index. This confirms what historical research has shown: Over the long run, small-cap stocks, on average, have higher returns.

    April 2003 | Journal

  8. A Matter of Opinion »

    Asset Allocation and Risk: How to Build Your Own Portfolio

    There are two steps to developing a truly diversified portfolio that meets your personal needs: Set a level of risk you can live with, and pick the individual assets and classes that will provide the highest return within that risk level.

    November 2002 | Journal

  9. A Matter of Opinion »

    Asset Allocation Approaches: Building From the Bottom Up

    To reduce risk, an investor needs to add to his portfolio holdings that have both good prospects and low correlations with other holdings. Whether those assets belong to a particular class is not important.

    October 2002 | Journal