James B. Cloonan is founder and chairman of AAII.


Discussion

Norman Kulczyk from New York posted 6 months ago:

Presently, I hold Alamo which has been a winner.
I also have shares in Ennis, Kimball, and
Standard. I tend to invest in dividend paying
companies. Over the years I sold a number of
shares from the group, and I have shown profits.

As I recall I only one stock a number of years ago at a small loss. I have been a AAII for a number of years.


William Voss from Ohio posted 6 months ago:

I am a new member and would like to know the best way to get started, with the 30 stocks suggested in the model shadow stock portfolio is it best to buy a small position in all the suggested positions or is there method of selecting 10 or 12 positions an still be diversified , William Voss


George Feldman from Pennsylvania posted 6 months ago:

There is some evidence that FU has committed fraud in its accounting. would anyone like to comment


Charles Rotblut from Illinois posted 6 months ago:

George,

The company says there is misinformation about it being spread. Here is an article in the Pittsburgh Post-Gazette:

http://www.post-gazette.com/stories/business/news/fab-universal-blames-bad-info-on-stock-oddity-705920/

-Charles


Kirit Shah from California posted 6 months ago:

Hi,
I would like to know how and when to start
to buy stock of model portfolios,
Please guide me.
Thank you


Thomas Adams from Virginia posted 6 months ago:

I have been with AAII for over 4 years and couldn't be happier. I buy stocks on perhaps the worst of all possible systems: intuition. I am by nature a scientist, so I know the fallacy of allowing emotional attachment to inform decisions.
This is why AAII has been so valuable to me. I typically own 4 or 5 of the shadow stocks. With the minor exception of BAM, held too briefly, ALL of the shadows have shown above average profitability. Why only 35% of my portfolio is in AAII stocks reflects my fear of straying too far from so-called "conventional wisdom".
I cannot help but wonder if other readers/staff have the same fear and maintain a substantial position in large cap blue chip stocks(like Wells Fargo, Walmart, AT&T, etc.)?
Keep up the good work and thanks for your unselfish attention to the (little guy) individual investor.
Tom Adams
Richmond, Va.


Charles Rotblut from Illinois posted 6 months ago:

Hi Kirit,

You want to buy stocks that are listed as being "qualified." These are stocks that are held within the portfolio and currently meet the buy rules.

We suggest dividing the amount of money you are considering allocating to the Shadow Stock portfolio by the number of Shadow Stocks you intend to purchase. For example, if you plan on allocating $20,000 to buy 10 stocks, you would spend $2,000 on each stock.

If there are fewer than 10 stocks listed as being qualified, buy only those that do qualify and keep the remainder of your money in cash. Then next month, on or after the 15th, check AAII.com to see if any new stocks are listed as being qualified. Continue doing this until you are fully invested.

-Charles


R Kraft from Nebraska posted 5 months ago:

I have been investing using the Shadow Stock Portfolio for about a year and a half. It has excellent results for that time, but over the long haul also when I look at the charts. I continue to invest in the stocks, realizing if the market goes sharply down, so will these stocks (but so do almost all of them in that situation). Thank you for providing this way of investing. I don't know of a better investment, do you?


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