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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 »

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. AAII Model Portfolios »

    Model ETF Portfolio: Real Estate Holdings Boost Performance

    The inclusion of a real estate component is helping the Model ETF Portfolio easily outperform its benchmark.

    May 2010 | Journal

  7. AAII Model Portfolios »

    Shadow Stock Portfolio: About Even Despite High Volatility

    As of the end of February, the portfolio is about even year-to-date, but there has been high volatility with a weak January and a strong February.

    April 2010 | Journal

  8. AAII Model Portfolios »

    Keeping Fund Portfolio Unchanged Despite Tough Start to 2010

    Though the January Indicator suggests the possibility of a down year, there is no reason to alter normal investment allocations.

    March 2010 | Journal

  9. AAII Model Portfolios »

    Model Shadow Stock Portfolio Contests 2007 for Best Annual Return

    The markets and the Shadow Stock Portfolio staged big rebounds, but both remain below their 2007 highs. The New Year brings both potential reward and risks.

    January 2010 | Journal