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 $18.00 $11,016 -33.3%
American Capital ACAS $10,037 1122.00 $14.83 $16,639 65.8%
Apollo Commercial Real Estate Finance ARI $10,019 793.32 $16.44 $13,369 33.4%
Apple AAPL $16,077 292.73 $108.00 $31,614 96.6%
Chevron CVX $9,977 106.30 $119.95 $12,861 28.9%
Copa Holdings CPA $13,785 100.00 $116.92 $11,783 -14.5%
Corning Inc.  GLW $10,006 771.78 $20.43 $15,848 58.4%
Dover DOV $8,305 169.13 $79.44 $13,498 62.5%
Intel Corp. INTC $9,996 481.28 $34.01 $16,474 64.8%
Johnson & Johnson JNJ $9,991 167.15 $107.78 $18,136 81.5%
KKR Financial Holdings KFN $9,996 786.90 $21.56 $16,966 69.7%
Knowles Corp. KN   83.00 $19.46 $1,615  
Lockheed Martin LMT $94 1.24 $190.57 $238 151.9%
Microsoft MSFT $10,012 423.05 $46.95 $19,981 99.6%
Nu Skin NUS $10,034 148.00 $52.83 $7,881 -21.5%
PPL Corp PPL $44 1.55 $34.99 $55 23.5%
Schnitzer Steel Industries SCHN $74 1.69 $23.55 $40 -46.6%
Seagate Technology STX $10,011 473.69 $62.83 $29,762 197.3%
Sohu.com SOHU $9,990 182.00 $48.59 $8,843 -11.5%
Spirit Arlines SAVE $10,100 83.00 $73.11 $6,068 423.3%
Starwood Property Trust STWD $10,002 563.63 $22.56 $12,994 88.9%
Starwood Waypoint Residential Trust SWAY   108.00 $26.18 $2,843 -8.7%
Stone Energy SGY $10,023 333.00 $24.50 $8,159 -18.6%
Target TGT $10,021 205.01 $61.82 $13,042 30.1%
Cash         $10,300  
Portfolio Total   $189,998.00     $300,025 57.9%
Vanguard Total Stock Market ETF  VTI $10,862 172.18 $104.02 $17,992 64.8%

Stock prices are as of November 1, 2014.

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


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