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 $17.80 $10,894 -34.0%
American Capital ACAS $10,037 1122.00 $15.50 $17,391 73.3%
Apollo Commercial Real
Estate Finance
ARI $10,019 793.32 $16.72 $13,264 32.4%
Apple AAPL $16,077 292.73 $103.30 $30,238 88.1%
Chevron CVX $9,977 106.30 $127.54 $13,558 35.9%
Copa Holdings CPA $13,785 100.00 $123.61 $14,257 3.4%
Corning Inc.  GLW $10,006 771.78 $20.97 $16,184 61.7%
Dover DOV $8,305 169.13 $88.12 $14,903 79.5%
Intel Corp. INTC $9,996 481.28 $34.57 $16,638 66.4%
Johnson & Johnson JNJ $9,991 167.15 $103.36 $17,276 72.9%
KKR Financial Holdings KFN $9,996 786.90 $23.31 $18,343 83.5%
Knowles Corp. KN   83.00 $32.91 $2,732  
Lockheed Martin LMT $94 1.24 $173.80 $215 128.1%
Microsoft MSFT $10,012 423.05 $45.09 $19,075 90.5%
Nu Skin NUS $10,034 148.00 $42.42 $6,278 -37.4%
PPL Corp PPL $44 1.55 $34.27 $53 19.6%
Schnitzer Steel Industries SCHN $74 1.69 $27.64 $47 -37.3%
Seagate Technology STX $10,011 473.69 $61.82 $29,284 192.5%
Sohu.com SOHU $9,990 182.00 $59.53 $10,834 8.5%
Spirit Arlines SAVE $10,100 83.00 $72.62 $6,027 419.8%
Starwood Property Trust STWD $10,002 563.63 $23.76 $13,392 94.6%
Starwood Waypoint
Residential Trust
SWAY   108.00 $28.09 $3,034 -2.6%
Stone Energy SGY $10,023 333.00 $34.16 $11,375 13.5%
Target TGT $10,021 205.01 $60.19 $12,591 25.6%
Cash         $10,299  
Portfolio Total   $189,998.00     $308,183 62.2%
Vanguard Total Stock Market ETF  VTI $10,862 172.18 $103.96 $17,900 64.8%

Stock prices are as of September 2, 2014.

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


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