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Stocks & Bonds

Our Practical Investor's Portfolio

Columnist Kathy Kristof is putting her real money into the market so she can help you be a better investor.

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Can a wise but moderately lethargic investor beat — or at least equal — the stock market? Kiplinger's columnist and author of Investing 101 Kathy Kristof aims to answer just that question with this practical investing project. She has taken approximately $200,000 of her own money and divided it into two pieces — $10,000 going into Vanguard Total Stock Market Index ETF (symbol VTI), and the rest going into individual stocks that she selects.

Read her Practical Investing columns for updates on what she's buying, selling and holding. And in the table below, keep track of her portfolio's performance.

Name Ticker Purchase
Value
Shares
Held
Current
Price
Current
Value
Total
Return
Ares Capital ARCC $10,037.68 1096.670 $17.60 $19,301.39 92.3%
Apollo Commercial Real Estate Finance ARI $10,018.75 1059.000 $19.29 $20,428.11 103.9%
Apple Inc. AAPL $16,076.73 353.047 $143.65 $50,715.20 215.5%
AV Homes Inc. AVHI $11,903.00 1000.000 $17.55 $17,550.00 47.4%
Copa Holdings CPA $13,785.00 111.162 $116.42 $12,941.48 -6.1%
Corning Inc. GLW $10,003.92 823.274 $28.85 $23,751.45 137.4%
General Motors GM $15,719.00 582.928 $34.64 $20,192.63 28.5%
Gilead Sciences Inc. GILD $13,621.50 154.615 $68.55 $10,598.86 -22.2%
Intel Corp. INTC $9,996.30 521.728 $36.15 $18,860.47 88.7%
KKR Financial Holdings KKR $9,997.63 911.188 $18.98 $17,294.35 73.0%
Knowles Corp.* KN $1,698.00 83.000 $17.73 $1,471.59 -13.3%
Seagate Technology Plc. STX $16,304.81 684.972 $42.13 $28,857.87 77.0%
Spirit Airlines SAVE $1,158.68 83.000 $57.27 $4,753.41 310.2%
Starwood Property Trust STWD $6,887.43 717.941 $22.69 $16,290.08 136.5%
Colony Starwood Homes* SFR $3,114.72 116.484 $34.57 $4,026.85 29.3%
Target Corp. TGT $10,021.39 227.980 $55.85 $12,732.68 27.1%
Cash       $50,964.64  
Portfolio Total $189,998.00 8526.989   $330,731.06 74.1%
Vanguard Total Stock Market ETF VTI $10,863.00 181.732 $121.61 $22,282.16 105.1%
Portfolio Total with ETF $200,861.00 8708.721   $353,013.22  

Stock prices are as of April 30, 2017. *Received through a spinoff.

Contact Kathy directly at practicalinvesting@kiplinger.com or via Twitter @KathyKristof.