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: Choosing a Benchmark Isn't Easy

   A benchmark should follow the same approach as the portfolio being measured, but the most popular benchmarks measure average portfolio performance.

   May 2012 | Journal

2. AAII Model Portfolios »

   Model Shadow Stock Portfolio Reaches an All-Time High

   A rally in micro-cap stocks helped drive the portfolio’s cumulative return to an all-time high. Plus, read about the portfolio’s latest changes.

   April 2012 | Journal

3. 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

4. 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

5. 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

6. 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

7. 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