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 $14.80 $9,058 -45.1%
American Capital ACAS $10,037 1122.00 $15.49 $17,380 73.2%
Apollo Commercial Real Estate Finance ARI $10,019 756.70 $16.57 $12,539 25.2%
Apple AAPL $16,077 41.15 $530.44 $21,954 36.6%
Chevron CVX $9,977 104.50 $115.08 $12,025 20.5%
Copa Holdings CPA $13,785 100.00 $125.62 $12,562 -8.9%
Corning Inc. GLW $10,006 764.59 $19.64 $15,017 50.1%
Dover DOV $10,002 167.64 $82.27 $13,792 66.1%
Intel Corp. INTC $9,996 473.01 $24.64 $11,761 17.7%
Johnson & Johnson JNJ $9,991 164.86 $93.32 $15,385 54.0%
Knowles Corp. KN $9,998 1446.43 $12.33 $18,156 81.6%
KKR Financial Holdings KFN $9,998 1446.43 $29.53 $2,451 81.6%
Lockheed Martin LMT $93 1.22 $166.57 $203 119.1%
Microsoft MSFT $10,012 417.13 $37.90 $15,809 57.9%
PPL Corp PPL $44 1.52 $31.84 $48 8.8%
Schnitzer Steel Industries SCHN $74 1.65 $26.36 $44 -41.0%
Seagate Technology STX $10,011 456.39 $49.29 $22,998 129.7%
Sohu.com SOHU $9,990 182.00 $80.29 $14,613 46.3%
Spirit Arlines SAVE $10,100 523.00 $57.69 $22,095 313.0%
Starwood Property Trust STWD $10,002 523.43 $24.10 $12,987 88.8%
Starwood Waypoint Residential Trust SWAY $3,115 108.00 $27.91 $3,014 -3.2%
Stone Energy SGY $10,023 333.00 $36.49 $12,151 21.2%
Target TGT $10,021 205.01 $60.75 $12,526 25.0%
Cash   $1,794  
Portfolio Total Portfolio $189,998.00   $280,360 47.6%
Vanguard Total Stock Market ETF VTI $10,862 170.73 $98.38 $16,797 54.6%

Stock prices are as of March 7, 2014.

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


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