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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 1122.156 $16.38 $18,380.92 83.1%
Apollo Commercial Real Estate Finance ARI  10,018.75 1059.000 18.55  19,644.45 96.1%
Apple Inc. AAPL  16,076.73 354.518 144.02  51,057.68 217.6%
AV Homes Inc. AVHI  11,903.00 1000.000 20.05  20,050.00 68.4%
Copa Holdings CPA  13,785.00 111.670 117  13,065.39 -5.2%
Corning Inc. GLW  10,003.92 827.470 30.50  25,237.84 152.3%
General Motors GM  15,719.00 589.415 34.93  20,588.27 31.0%
Gilead Sciences Inc. GILD  13,621.50 155.731 70.78  11,022.64 -19.1%
Intel Corp. INTC  9,996.30 525.666 33.74  17,735.97 77.4%
KKR Financial Holdings KKR  9,997.63 919.357 18.6  17,100.04 71.0%
Knowles Corp. * KN  1,698.00 83.000 16.92  1,404.36 -17.3%
Lazard Ltd. A LAZ  10,174.03 225.000 46.33  10,424.25 2.5%
Seagate Technology Plc. STX  16,304.81 684.972 38.75  26,542.67 62.8%
Spirit Airlines SAVE  1,158.68 83.000 51.65  4,286.95 270.0%
Starwood Property Trust STWD  6,887.43 717.941 22.39  16,074.70 133.4%
Colony Starwood Homes * SFR  3,114.72 116.484 34.31  3,996.57 28.3%
Target Corp. TGT  10,021.39 230.372 52.29  12,046.15 20.2%
Tegna TGNA  14,530.00 1000.000 14.41  14,410.00 -0.8%
Cash          26,324.06  
Portfolio Total   $189,998.00 9805.752    $329,392.89 73.4%
Vanguard Total Stock Market ETF  VTI  $10,863.00 182.568 124.45  $22,720.59 109.2%
Portfolio Total with ETF   $200,861.00 9988.32    $352,113.48  

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

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