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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 »

    Market Weakness Hits Model Shadow Stock Portfolio

    The market weakness continues, but it has stopped hitting small and value stocks more than the general market. The Model Shadow Stock Portfolio is now performing better than the overall market. An update on the portfolio and its holdings.

    April 2008 | Journal

  2. AAII Model Portfolios »

    Sub-Par Performance by Market in Pre-Election Year Drama

    The Model Mutual Fund Portfolio did considerably better than the S&P 500 last year, coming in at 10.2%, but with disparity within the portfolio. Its superior performance was due to one fund.

    February 2008 | Journal

  3. AAII Model Portfolios »

    2007 Proves Underwhelming for Small Caps and Value Stocks

    A year-end review of the AAII Model Shadow Stock Portfolio.

    January 2008 | Journal

  4. AAII Model Portfolios »

    Model ETF Portfolio: Stay the Course Despite Headwinds

    The Model ETF Portfolio is lagging its benchmark due to its purposeful bias toward REITs, small-cap stocks and value stocks.

    November 2007 | Journal

  5. AAII Model Portfolios »

    Third Year of an Election Cycle: Volatility Returns to the Market

    This has not been a typical pre-election year--but there are still several months to go before year-end. Despite volatile returns, the Model Shadow Stock Portfolio is up 7.5% for the year, compared to 5.1% for the S&P 500. Our quarterly review.

    October 2007 | Journal

  6. AAII Model Portfolios »

    Model ETF Portfolio Adds Foreign Funds to the Mix

    A closer look at AAII's new experimental ETF portfolio, including which ETFs are in the portfolio, the selection rationale, and why foreign ETFs are being added.

    August 2007 | Journal

  7. AAII Model Portfolios »

    Mutual Fund Portfolio Tracks Market, Stumbles and All

    The Mutual Fund Portfolio is doing well year-to-date, up 9.7% compared to 7.5% for the total stock market. A portfolio review.

    August 2007 | Journal

  8. AAII Model Portfolios »

    A Choppy Ride Up for Market and Shadow Stock Portfolio

    The market creeps gradually upward, as does the AAII Model Shadow Stock Portfolio. If the market continues at its current pace for the balance of the year, we will have the normal "year before the election" return of around 23%. On the bearish side, inflation is still a concern; on the bullish side, there now are a number of bearish analysts.

    July 2007 | Journal