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Kiplinger Today

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 has taken approximately $200,000 of her own money and divided 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
American Capital ACAS $10,038 1872 $15.57 $34,597 38.00%
Apollo Commercial Real Estate Finance ARI $10,019 899.705 $15.96 $15,191 51.60%
Apple AAPL $16,077 298.914 $94.83 $32,794 60.90%
AV Homes Inc. AVHI $11,903 1000 $11.34 $11,340 -4.70%
Chevron CVX $9,977 113.48 $102.40 $11,754 17.80%
Copa Holdings CPA $13,785 107.424 $65.03 $7,044 -48.90%
Corning Inc. GLW $10,004 798.877 $18.89 $15,188 51.80%
Dover DOV $8,305 175.193 $66.04 $11,652 40.30%
General Motors GM $15,719 556.773 $32.44 $18,062 14.90%
Gilead Sciences Inc. GILD $13,622 150.696 $97.00 $14,618 7.30%
Intel Corp. INTC $9,996 501.929 $31.11 $15,751 57.60%
KKR Financial Holdings KFN $9,998 863.821 $13.92 $12,164 21.70%
Knowles Corp. KN $1,698 83 $13.40 $1,112 -34.50%
Seagate Technology STX $10,011 623.232 $26.90 $17,095 5.10%
Spirit Airlines SAVE $1,159 83 $44.67 $3,708 220.00%
Starwood Property Trust STWD $10,002 626.445 $19.38 $12,761 27.60%
Colony Starwood Homes SFR $3,115 112.193 $24.54 $2,778 -10.80%
Target TGT $10,021 218.525 $81.33 $17,895 78.60%
Cash       $3,186
Portfolio Total       $258,688.14 28.70%
Vanguard Total Stock Market ETF  VTI $10,863.00   $18,907 74.10%

Stock prices are as of May 1, 2016.

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



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