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 is taking $200,000 of her own money and dividing 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
Acacia ACTG $16,504 612.00 $17.19 $10,520 -36.3%
American Capital ACAS $10,037 1122.00 $15.36 $17,234 71.7%
Apollo Commercial Real Estate Finance ARI $10,019 756.70 $16.73 $12,660 26.4%
Apple AAPL $16,077 41.15 $531.82 $22,011 36.9%
Chevron CVX $9,977 104.50 $188.80 $12,522 25.5%
Copa Holdings CPA $13,785 100.00 $146.46 $14,646 6.2%
Corning Inc. GLW $10,006 764.59 $21.35 $16,403 63.9%
Dover DOV $10,002 167.64 $86.56 $14,511 74.7%
Intel Corp. INTC $9,996 473.01 $26.16 $12,487 24.9%
Johnson & Johnson JNJ $9,991 164.86 $98.42 $16,340 63.5%
Knowles Corp. KN $9,998 1446.43      
KKR Financial Holdings KFN $9,998 1446.43 $12.00 $17,670 76.7%
Lockheed Martin LMT $93 1.22 $159.61 $196 111.7%
Microsoft MSFT $10,012 417.13 $39.87 $16,752 67.3%
PPL Corp PPL $44 1.52 $32.71 $50 13.0%
Schnitzer Steel Industries SCHN $74 1.65 $28.53 $47 -36.2%
Seagate Technology STX $10,011 456.39 $56.06 $26,156 161.3%
Sohu.com SOHU $9,990 182.00 $59.94 $10,909 9.2%
Spirit Arlines SAVE $10,100 523.00 $58.90 $4,889 321.6%
Starwood Property Trust STWD $10,002 523.43 $23.56 $12,744 85.2%
Starwood Waypoint Residential Trust SWAY $3,115 108.00      
Stone Energy SGY $10,023 333.00 $42.64 $14,199 41.7%
Target TGT $10,021 205.01 $61.14 $12,695 26.7%
Cash   $20,083  
Portfolio Total Portfolio $189,998.00   $291,342 53.3%
Vanguard Total Stock Market ETF VTI $10,862 170.73 $96.92 $16,619 53.0%

Stock prices are as of April 4, 2014.

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


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