James Cloonan

James B. Cloonan is founder and chairman of AAII.

Articles by this Author

1. AAII Model Portfolios »

   Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns

   Value stocks and small-cap stocks have superior long-term performance but hurt the portfolios’ returns last year.

   March 2012 | Journal

2. AAII Model Portfolios »

   Model Shadow Stock Portfolio: Up Modestly During an Atypical Year

   Though the market did not enjoy its typical pre-election-year rally, the Model Shadow Stock Portfolio ended November with a year-to-date gain.

   January 2012 | Journal

3. AAII Model Portfolios »

   Model Mutual Fund and ETF Portfolios: Waiting for Value and Small-Cap to Improve

   Growth and large-cap stocks have recently outperformed value and small-cap stocks, hurting the relative performance of our model portfolios.

   November 2011 | Journal

4. AAII Model Portfolios »

   Record Market Volatility Affects Model Shadow Stock Portfolio

   High levels of volatility caused the portfolio to show a year-to-date loss at the end of August. Read about the latest changes and see James’ latest commentary.

   October 2011 | Journal

5. AAII Model Portfolios »

   Model Mutual Fund and ETF Portfolios: Combined Update, Different Strategies

   Both model portfolios are covered in a combined update. Learn how the two strategies differ, and see the new additions to the Model Mutual Fund Portfolio.

   August 2011 | Journal

6. AAII Model Portfolios »

   Shadow Stock Gains Limited by Pause in Small-Cap Stocks

   The Model Shadow Stock Portfolio rose 2% since the last update. Two holdings were replaced with new stocks.

   July 2011 | Journal

7. AAII Model Portfolios »

   Model ETF Portfolio Versus Benchmark: More Diversification, Similar Returns

   Real estate has been volatile, but it has added to the Model ETF Portfolio’s diversification without adversely affecting long-term performance.

   May 2011 | Journal