James Cloonan

James B. Cloonan is founder and chairman of AAII.

Articles by this Author

1. Matter of Opinion »

   Model Fund Portfolio Update: A 2004 Performance Report

   Feature: A performance update for the Model Fund Portfolio shows dramatic results for 2004.

   February 2005 | Journal

2. Matter of Opinion »

   A Performance Spotlight on the Model Shadow Stock Portfolio

   Feature: A performance update for the Model Shadow Stock Portfolio shows dramatic results over the last three months through November 2004.

   January 2005 | Journal

3. Matter of Opinion »

   Model Shadow Stock Portfolio: A Quarterly Review

   Feature: The Model Shadow Stock Portfolio shows a slight gain for the quarter, plus a year-to-date return of 14.3%, compared to the S&P's 0.4%. Our quarterly review of the Shadow Stock Portfolio.

   October 2004 | Journal

4. Matter of Opinion »

   Model Fund Portfolio Update: How to Deal With the Issue of Fund Closings

   Feature: The semiannual update reviews the performance of the Fund Portfolio, provides a complete list of the current holdings, and details changes to the portfolio, as well as changes to the selection criteria and the recommendation process.

   August 2004 | Journal

5. Matter of Opinion »

   Adjusting to Reality When Managing a Small-Cap Value Portfolio

   Feature: A quarterly update on the Individual Investor's Shadow Stock Portfolio.

   July 2004 | Journal

6. Matter of Opinion »

   AAII's Shadow Stock Portfolio: An Update

   AAII's do-it-yourself approach to nano-cap stocks is holding its own.

   April 2004 | Journal