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 $13.36 $8,176 -50.5%
American Capital ACAS $10,037 1122.00 $14.48 $16,247 61.9%
Apollo Commercial Real Estate Finance ARI $10,019 832.94 $16.68 $13,893 38.7%
Apple AAPL $16,077 293.96 $118.93 $34,960 117.5%
Chevron CVX $9,977 108.30 $109.61 $11,870 19.0%
Copa Holdings CPA $13,785 101.78 $114.88 $11,693 -15.2%
Corning Inc.  GLW $10,006 779.42 $24.21 $18,870 88.6%
Dover DOV $8,305 170.91 $72.11 $12,324 48.4%
Intel Corp. INTC $9,996 487.32 $33.30 $16,225 62.3%
Johnson & Johnson JNJ $9,991 169.36 $101.10 $17,122 71.4%
KKR Financial Holdings KFN $9,996 802.60 $24.72 $19,840 98.5%
Knowles Corp. KN $1,698 83.00 $22.49 $1,867 10.0%
Lockheed Martin LMT $94 1.26 $195.24 $245 160.1%
Microsoft MSFT $10,012 428.39 $42.41 $18,168 81.5%
Nu Skin NUS $10,034 150.41 $44.73 $7,936 -20.9%
PPL Corp PPL $44 1.57 $35.22 $56 25.6%
Schnitzer Steel Industries SCHN $74 1.70 $17.03 $29 -61.1%
Seagate Technology STX $10,011 477.57 $59.94 $28,625 185.9%
Sohu.com SOHU $9,990 182.00 $55.89 $10,172 1.8%
SPDR Oil and Gas Exploration and Production ETF SOP $5,073 100.00 $51.99 $5,199 2.5%
Spirit Arlines SAVE $1,160 83.00 $84.25 $6,428 454.3%
Starwood Property Trust STWD $6,880 587.57 $24.10 $14,160 105.8%
Starwood Waypoint Residential Trust SWAY $3,115 109.20 $24.42 $2,667 -14.4%
Target TGT $10,021 212.47 $76.36 $16,224 61.9%
Cash         $10,511  
Portfolio Total         $303,507 57.3%
Vanguard Total Stock Market ETF  VTI $10,862 173.87 $106.33 $18,488 70.2%

Stock prices are as of February 7, 2015.

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


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