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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 »

    Real Estate Holding Distinguishes ETF Model Portfolio From Benchmark

    AAII's Model ETF Portfolio is underperforming its benchmark due largely to the same holding that allowed it to beat the benchmark over other time periods--the holding in iShares Cohen & Steers Realty Majors Fund.

    May 2009 | Journal

  2. AAII Model Portfolios »

    Model Stock Portfolio: Beating the Benchmark Is Nice, But a Loss Isn't

    There has been little reprieve from the downward forces on the stock market, and while the Model Portfolio has outperformed the benchmarks year-to-date, you can't pay bills with a loss.

    April 2009 | Journal

  3. AAII Model Portfolios »

    Good-Bye and Good Riddance: 2008 Enters Stock Market History

    A performance review of the AAII Model Mutual Fund Portfolio shows the portfolio down 36.5%, as compared to -37.0% for the benchmark Vanguard Total Stock Market Index fund (VTSMX).

    February 2009 | Journal

  4. AAII Model Portfolios »

    Bear Market Punishes Shadow Stocks But Qualifying Stocks Abound

    The stock market is punishing every sector, and it is punishing its favorite children--micro-cap and extreme value stocks--the most. Year-to-date (through November 30, 2008) the Model Shadow Stock Portfolio is down 51.1%. On the other hand, this quarter, there were over 90 candidates that qualified on our basic criteria--easily a record.

    January 2009 | Journal

  5. AAII Model Portfolios »

    AAII Model ETF Portfolio Review and How to Take Advantage of ETFs

    A review of the Model ETF Portfolio, and ETF characteristics that are important to consider--particularly in comparison to traditional mutual funds.

    November 2008 | Journal

  6. AAII Model Portfolios »

    Results Not Yet Final, But So Far, Election-Year Returns Have Yet to Appear

    The Model Shadow Stock Portfolio has moved ahead of the S&P 500 year-to-date, but is still behind small-cap stocks, which are down "only" 3.8% year to date. Our quarterly review includes a list of changes to the portfolio over the last quarter, a complete listing of the holdings, and the rules that govern the portfolio.

    October 2008 | Journal

  7. AAII Model Portfolios »

    Model Fund Portfolio Update and a Look at How Various Indexes Are Weighted

    The Model Mutual Fund Portfolio is down for the year to date at -3.8%, but performing well considering the weak election-year market. Also, a look at the various methods for weighting stocks in indexes - and which one is best.

    August 2008 | Journal