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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 »

    Dramatic Changes Help and Hurt the Model Fund Portfolio

    Upward volatility in REITs has been offset by oil-related declines in frontier markets. Both asset classes still look attractive on a long-term basis.

    March 2015 | Journal

  2. AAII Model Portfolios »

    Two New Stocks Added to the Model Shadow Stock Portfolio

    The latest additions are discussed, along with the portfolio’s 2014 performance and expectations for 2015.

    January 2015 | Journal

  3. AAII Model Portfolios »

    Replacing a Mutual Fund With an ETF in the Model Fund Portfolio

    One mutual fund has been removed because of its expense and performance and is being replaced with an IPO-focused ETF.

    November 2014 | Journal

  4. AAII Model Portfolios »

    Maintaining Model Shadow Stock Portfolio Purchase Rules

    Though no new non-Chinese stocks are qualifying, there is not enough cash in the portfolio to justify looser purchase rules.

    October 2014 | Journal

  5. AAII Model Portfolios »

    Model Fund Portfolio: Adjust Risk Based on Personal Factors

    Performance figures for the Conservative Portfolio are being dropped because the proper risk exposure is unique to each investor.

    August 2014 | Journal

  6. AAII Model Portfolios »

    A New Constraint Added to the Model Shadow Stock Portfolio Rules

    A rule eliminating candidates with negative earnings estimates has been formalized. Plus, see the latest transactions.

    July 2014 | Journal

  7. AAII Model Portfolios »

    REITs and Frontier Markets Drive Model Fund Portfolio Higher

    Good first-quarter returns by the REIT and frontier markets funds helped the Model Fund Portfolio beat the S&P 500 on a year-to-date basis.

    May 2014 | Journal

  8. AAII Model Portfolios »

    Model Shadow Stock Portfolio Rules Amended and Clarified

    The valuation and market capitalization sell rules have been amended. Plus, the maximum price to pay for new stocks is now listed.

    April 2014 | Journal