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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 »

    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

  2. AAII Model Portfolios »

    Shadow Stock Portfolio Rewards Investors Who Stayed in Stocks

    The Model Shadow Stock Portfolio ended February above its pre–bear market high. Plus, see which two stocks were added to the portfolio.

    April 2011 | Journal

  3. AAII Model Portfolios »

    Model Mutual Fund Portfolio: Revisiting Fund Selection Rules

    Revisiting Fund Selection Rules: Increased market volatility may require tweaking one of the fund selection rules used for this portfolio

    March 2011 | Journal

  4. AAII Model Portfolios »

    Shadow Stock Portfolio Makes the Case for Buy and Hold

    The fourth-quarter rally helped to push the Shadow Stock Portfolio back up close to its pre-recession high. Plus, see the portfolio’s new additions.

    January 2011 | Journal

  5. AAII Model Portfolios »

    New Fund Added to the Model ETF Portfolio

    An exchange-traded fund that invests in master limited partnerships (MLPs) has been added. Find out what the ETF is and suggestions for allocating your portfolio.

    November 2010 | Journal

  6. AAII Model Portfolios »

    Shadow Stock Portfolio Performance Reflects Market’s Volatility

    The Model Shadow Stock Portfolio pared some of its gains over the summer, but still remained in positive territory year-to-date. Plus, a change was made to one of the portfolio’s sell rules.

    October 2010 | Journal

  7. AAII Model Portfolios »

    Bear Market Bites Model Fund Portfolio and Stock-Based Mutual Funds

    Weakness in May and June hurt the model fund portfolio’s return. Virtually all stock-based mutual funds now have negative three-year returns.

    August 2010 | Journal

  8. Shadow Stock Portfolio Up 14.9% in 2010 image

    AAII Model Portfolios »

    Shadow Stock Portfolio Up 14.9% in 2010

    The Shadow Stock Portfolio is posting good returns despite the market’s volatility. Plus, find out why changes were made to the portfolio’s holdings.

    July 2010 | Journal