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Matter of Opinion Articles

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

August 2006 by James B. Cloonan
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. Read more »

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

July 2006 by James B. Cloonan
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. Read more »

Model Shadow Stock Portfolio Keeps Chugging Along

April 2006 by James B. Cloonan
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. Read more »

Model Shadow Stock Portfolio: A Step Ahead of the Market

April 2005 by James B. Cloonan
Feature: A performance update for the Shadow Stock Portfolio shows that the portfolio is still one step ahead of the market. Read more »

Model Fund Portfolio Update: A 2004 Performance Report

February 2005 by James B. Cloonan
Feature: A performance update for the Model Fund Portfolio shows dramatic results for 2004. Read more »

A Performance Spotlight on the Model Shadow Stock Portfolio

January 2005 by James B. Cloonan
Feature: A performance update for the Model Shadow Stock Portfolio shows dramatic results over the last three months through November 2004. Read more »

Model Shadow Stock Portfolio: A Quarterly Review

October 2004 by James B. Cloonan
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. Read more »

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

August 2004 by James B. Cloonan
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. Read more »

Adjusting to Reality When Managing a Small-Cap Value Portfolio

July 2004 by James B. Cloonan
Feature: A quarterly update on the Individual Investor's Shadow Stock Portfolio. Read more »

AAII's Shadow Stock Portfolio: An Update

April 2004 by James B. Cloonan
AAII's do-it-yourself approach to nano-cap stocks is holding its own. Read more »