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James Cloonan

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

Articles by this Author

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. Features »

    For Chronic Fundaholics: Becoming Your Own Stock Portfolio Manager

    A Matter of Opinion: There are numerous individuals who could earn for themselves that 1% to 2% advisory fee they are paying to someone else in a mutual fund.

    July 1996 | Journal

  13. Features »

    The Chance to Beat the Market Comes During Good Times, Not Bad

    A Matter of Opinion: You can't beat the market without taking on more risk, so if that is your goal, you must give more attention to return than to risk.

    June 1996 | Journal

  14. Features »

    1995 Will Be a Hard Act to Follow in the Election Year Cycle

    Assessing the impact of an election on the stock market is an interesting exercise, but don't place any heavy bets on the pundits.

    April 1996 | Journal

  15. Features »

    Stock Returns and Regulatory Relief: All in All, Not a Bad Year

    Actions by regulators and exchanges show some promise for individual investors in the areas of buy/sell spreads for small-cap stocks and frivolous lawsuits.

    January 1996 | Journal