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Kiplinger Today

Stocks & Bonds


Our Practical Investor's Portfolio

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
American Capital ACAS $10,038 1872 $14.42 $26,994 33.8%
Apollo Commercial Real Estate Finance ARI $10,019 899.705 $17.94 $16,141 61.1%
Apple AAPL $16,077 298.914 $108.03 $32,292 100.9%
Chevron CVX $9,977 113.48 $92.05 $10,446 4.7%
Copa Holdings CPA $13,785 107.424 $53.44 $5,741 -58.4%
Corning Inc. GLW $10,004 798.877 $18.56 $14,827 48.2%
Dover DOV $8,305 175.193 $62.40 $10,932 31.6%
Intel Corp. INTC $9,996 501.929 $34.98 $17,557 75.6%
KKR Financial Holdings KFN $9,998 863.821 $16.04 $13,856 38.6%
Knowles Corp. KN $1,698 83 $13.92 $1,155 -32.0%
Microsoft MSFT $10,012 440.444 $55.67 $24,520 144.9%
Seagate Technology STX $10,011 623.232 $36.65 $22,841 40.5%
Spirit Airlines SAVE $1,159 83 $43.33 $3,596 210.4%
Starwood Property Trust STWD $10,002 626.445 $21.34 $13,368 33.7%
Colony Starwood Homes SFR $3,115 112.193 $22.42 $2,515 -19.2%
Target TGT $10,021 218.525 $73.17 $15,989 59.6%
Cash         $31,123  
Portfolio Total         $263,894.58 37.6%
Vanguard Total Stock Market ETF  VTI $10,863.00     $15,989 47.2%

Stock prices are as of December 30, 2015.

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



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