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James Cloonan

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


Articles by this Author


  1. AAII Model Portfolios »

    Higher Prices Prompt Rule Change in the Model Shadow Stock Portfolio

    The minimum and maximum market capitalizations have been revised upward to account for higher micro-cap stock prices.

    January 2013 | Journal

  2. AAII Model Portfolios »

    Revised Model Fund Portfolio: Benchmark Impacted by Cap Weighting

    Equal-weighted funds have historically outperformed their capitalization-weighted peers, but strong performance in two tech stocks reversed the trend this year.

    November 2012 | Journal

  3. AAII Model Portfolios »

    Adherence to Rules Helps Model Shadow Stock Portfolio's Performance

    Following a consistent, well-defined approach has helped the portfolio achieve an average return of 16.1% over the past 20 years. Plus, see the latest buys and sells.

    October 2012 | Journal

  4. AAII Model Portfolios »

    Revised Model Fund Portfolio: Combining Mutual Funds and ETFs

    The Model Fund Portfolio has been revised to take advantage of the unique strengths that mutual funds and exchange-traded funds (ETFs) offer.

    August 2012 | Journal

  5. AAII Model Portfolios »

    Despite Uncertainty, Model Shadow Stock Portfolio Still Positive for 2012

    Global and domestic uncertainty hurt returns in May, but even with the pullback, the portfolio is up 9.1% year-to-date.

    July 2012 | Journal

  6. 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

  7. 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

  8. 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