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FYI: James Cloonan founded the American Association of Individual Investors in 1978. As Jim now prepares to retire, AAII president John Bajkowski and I sat down with him to hear about the early history of AAII, including the story of what eventually became our Model Shadow Stock Portfolio. Regards, Ted http://www.aaii.com/journal/article/birth-of-an-idea-how-aaii-got-started