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James Cloonan

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


Articles by this Author


  1. Features »

    An IMO on the Internet: A Few Nuggets, But Lots of Trash

    Opinion: A perusal of Internet message boards on stock investing reveals that only a small percentage contain postings with sophisticated insights into companies.

    September 1998 | Journal

  2. Features »

    Some Words of Caution for Investors in High-Tech Speculative Stocks

    Opinion: A lack of funding prompts some developmental-stage companies to turn to variable convertible preferred stock issues, with a negative impact beyond what many investors would normally expect.

    July 1998 | Journal

  3. Features »

    The AAII Beginner's Portfolio

    Feature: Stocks bought and sold over five years in an experimental portfolio built on small-cap stocks with low price-to-book ratios.

    May 1998 | Journal

  4. Features »

    Suggested Rules for Stock Investors at the Intermediate Level

    Opinion: New portfolio rules that are designed to go beyond the Beginner's Portfolio, adding some growth criteria and firms with somewhat larger market capitalizations.

    February 1998 | Journal

  5. Features »

    Just Another Commodity: Reasons for Including Gold in a Portfolio Fade

    Opinion: Gold no longer offers much of a financial benefit to individual investors other than price speculation, the same as any other commodity.

    January 1998 | Journal

  6. Features »

    Dealing With Success: Adjusting Rules to Deal With a Larger Portfolio

    A Matter of Opinion: The growth in value of the Beginner's Portfolio prompts some revisions of the original rules regarding company size, number of stocks held, and reasons for selling.

    October 1997 | Journal

  7. Features »

    Why Investors Tend to Trade Too Much--And What to Do About It

    A Matter of Opinion: A new study supports the notion that individual investors tend to sell winners and hang on to losers. Understanding the underlying psychology can help you fight it.

    July 1997 | Journal

  8. Features »

    A Performance Review and Rules Recap for the Beginner's Portfolio

    A Matter of Opinion: A strategy based on criteria that have been successful over the long term and that is followed religiously should lead to above-average results.

    June 1997 | Journal

  9. Features »

    The Advantages of the Do-It-Yourself Approach to Investing in Stocks

    A Matter of Opinion: Managing your own stock fund--a review of the approaches and their strengths.

    May 1997 | Journal

  10. Features »

    Neglected Stocks and Small Caps Still Make Sense for Individuals

    A Matter of Opinion: Recent articles and books have questioned whether the concepts underlying Shadow Stocks remain valid. A close look at the statistics indicate that they do.

    April 1997 | Journal

  11. Features »

    A Review of the Qualitative Approaches to Stock Management

    A Matter of Opinion: Qualitative approaches require investor judgment, and to make excess returns, your judgment needs to be more correct than that of the overall market.

    February 1997 | Journal

  12. Features »

    Quantitative Measures and What Really Works Within a Stock Portfolio

    A Matter of Opinion: The good news is that a disciplined investor can use a combination of criteria to beat 'the market.' The bad news is, the outperformance is not going to be dramatic.

    November 1996 | Journal

  13. Features »

    A Look at Style: The Characteristics of Quantitative Approaches

    A Matter of Opinion: The rules under a quantitative approach should be specific enough that they could be programmed into a computer, although complete automation is impractical.

    October 1996 | Journal

  14. Features »

    A Question of Style: Categorizing the Various Investment Approaches

    A Matter of Opinion: Investment style has been defined in many ways, but however you describe it, most successful investors have one that they consistently apply.

    September 1996 | Journal

  15. Features »

    An Individual Investor's Guide to Managing Your Own 'Mutual Fund'

    A Matter of Opinion: There are many different approaches to managing your own portfolio of stocks, and the Beginner's Portfolio is a good example of one of the simplest methods.

    August 1996 | Journal