Matter of Opinion Articles
Highlights From the AAII Journal Archives: Cloonan Matter of Opinion Columns
November 2017 by James B. Cloonan
James Cloonan previously authored a regular column sharing his thoughts and insights. Read highlights from them and other groundbreaking articles.
November 2017 by James B. Cloonan
James Cloonan previously authored a regular column sharing his thoughts and insights. Read highlights from them and other groundbreaking 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.
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.
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.
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.
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.
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.
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.
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.
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.
February 2005 by James B. Cloonan
Feature: A performance update for the Model Fund Portfolio shows dramatic results for 2004.
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.
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.
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.
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.
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.
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.
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.
July 2004 by James B. Cloonan
Feature: A quarterly update on the Individual Investor's Shadow Stock Portfolio.
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.
April 2004 by James B. Cloonan
AAII's do-it-yourself approach to nano-cap stocks is holding its own.
When Markets Turn Bad the Basics Remain Fundamental
November 2001 by James B. Cloonan
The year 2001 has been an example of the need for diversification across styles as well as industries. And the entire bear market should emphasize the need for a long-term commitment.
November 2001 by James B. Cloonan
The year 2001 has been an example of the need for diversification across styles as well as industries. And the entire bear market should emphasize the need for a long-term commitment.
Small-Cap Stocks Dominate, But Diversification is Still the Rule
October 1998 by James B. Cloonan
Except for the last few years, the statistics over the long term favor small-cap stocks. But as the saying goes, "What have you done for me lately?"
October 1998 by James B. Cloonan
Except for the last few years, the statistics over the long term favor small-cap stocks. But as the saying goes, "What have you done for me lately?"
1995 Will Be a Hard Act to Follow in the Election Year Cycle
April 1996 by James B. Cloonan
Assessing the impact of an election on the stock market is an interesting exercise, but don't place any heavy bets on the pundits.
April 1996 by James B. Cloonan
Assessing the impact of an election on the stock market is an interesting exercise, but don't place any heavy bets on the pundits.
Stock Returns and Regulatory Relief: All in All, Not a Bad Year
January 1996 by James B. Cloonan
Actions by regulators and exchanges show some promise for individual investors in the areas of buy/sell spreads for small-cap stocks and frivolous lawsuits.
January 1996 by James B. Cloonan
Actions by regulators and exchanges show some promise for individual investors in the areas of buy/sell spreads for small-cap stocks and frivolous lawsuits.