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 $17.49 $10,704 -35.1%
American Capital ACAS $10,037 1122.00 $15.74 $17,660 76.0%
Apollo Commercial Real Estate Finance ARI $10,019 793.32 $16.40 $13,011 29.9%
Apple AAPL $16,077 291.32 $97.67 $28,453 77.0%
Chevron CVX $9,977 106.30 $133.57 $14,199 42.3%
Copa Holdings CPA $13,785 100.00 $155.67 $15,567 12.9%
Corning Inc. GLW $10,006 771.78 $22.02 $16,995 69.8%
Dover DOV $8,305 169.13 $88.56 $14,978 80.3%
Intel Corp. INTC $9,996 481.28 $34.25 $16,484 64.9%
Johnson & Johnson JNJ $9,991 167.15 $102.11 $17,067 70.8%
KKR Financial Holdings KFN $9,996 764.78 $27.78 $18,951 89.6%
Knowles Corp. KN (spinoff from DOV) 83.00 $29.63 $2,459 44.9%
Lockheed Martin LMT $94 1.24 $170.04 $211 123.1%
Microsoft MSFT $10,012 423.05 $44.50 $18,826 88.0%
Nu Skin NUS $10,034 148.00 $62.66 $9,274 -7.6%
PPL Corp PPL $44 1.55 $33.43 $52 16.7%
Schnitzer Steel Industries SCHN $74 1.68 $27.42 $46 -38.2%
Seagate Technology STX $10,011 470.35 $59.50 $27,986 179.6%
Sohu.com SOHU $9,990 182.00 $57.40 $10,447 4.6%
Spirit Arlines SAVE $10,100 83.00 $67.92 $5,637 386.2%
Starwood Property Trust STWD $10,002 563.31 $23.88 $13,460 95.6%
Starwood Waypoint Residential Trust SWAY (spinoff from STWD) 108.00 $25.41 $2,744 -11.9%
Stone Energy SGY $10,023 333.00 $39.66 $13,207 31.8%
Target TGT $10,021 205.01 $60.39 $12,633 26.1%
Cash         $10,223  
Portfolio Total   $189,998.00     $311,272 63.8%
Vanguard Total Stock Market ETF VTI $10,862 172.18 $102.14 $17,587 61.9%

Stock prices are as of July 25, 2014.

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


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