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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: A Strong Year-End Finish

    The AAII Model Shadow Stock Portfolio had a remarkable year, up 25.0% year-to-date, compared to 14.0% for the market. We may be due for a weak year down the road, but that is best dealt with by building profits in the interim.

    January 2007 | Journal

  2. AAII Model Portfolios »

    Shadow Stock Portfolio Up 8.5% Year-to-Date Despite Market Weakness

    The small capitalization and value criteria result in a portfolio that has provided significantly higher returns than the indexes.

    October 2006 | Journal

  3. Matter of Opinion »

    First Half Model Fund Portfolio Update and a New Model ETF Portfolio

    A mid-year review shows the Model Fund Portfolio is in positive territory. Plus, introducing AAII's new experimental model portfolio of exchange-traded funds, focusing on low-cost, smaller-cap value-oriented ETFs.

    August 2006 | Journal

  4. Matter of Opinion »

    Shadow Stock Portfolio: Still Up for the Year After Market Correction

    The stock market adjustment that began in late May 2006 hurt the Model Shadow Stock Portfolio, but as of May 31 it was still up 11.4% for the year, compared to 2.5% for the Vanguard 500 Index fund.

    July 2006 | Journal

  5. Matter of Opinion »

    Model Shadow Stock Portfolio Keeps Chugging Along

    As of the end of February 2006, the Shadow Stock portfolio is up 5.4% year-to-date, compared to 2.9% for the S&P 500. Although the market most recently has been up, the choppiness that has marked 2005 is continuing into 2006, and continues to affect the model portfolio as well as the general market.

    April 2006 | Journal

  6. AAII Model Portfolios »

    Model Fund Portfolio Update: No Complaints for 2005

    Last year was not a great year for the stock market, but when a poor year still has positive returns, we can't complain too much--especially if you can outperform the market at a lower level of risk.

    February 2006 | Journal

  7. AAII Model Portfolios »

    Model Shadow Stock Portfolio: All-in-All, A Very Good Year

    The AAII Model Shadow Stock Portfolio took a bit of a breather in the last three months, but through November it remains at an impressive 18.8% compared to single-digit returns for the S&P 500 and small-cap index funds.

    January 2006 | Journal

  8. AAII Model Portfolios »

    No Summer Doldrums for the Shadow Stock Portfolio

    The Model Shadow Stock Portfolio has found enough fuel to jet through the summer doldrums of 2005, rocketing to a 19.1% return over the quarter, while year to date it is up 17.8% compared to 5.4% for the Vanguard Small Cap Index fund. Our quarterly review includes a list of changes to the portfolio over the last quarter, as well as a complete listing of the holdings.

    October 2005 | Journal