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Stocks & Bonds

Our Practical Investor's Portfolio

Columnist Kathy Kristof is putting her real money into the market so she can help you be a better investor.

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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
Ares Capital ARCC $10,037.68 1148.272 $16.39 $18,820.18 87.5%
Apollo Commercial Real Estate Finance ARI  10,018.75 1085.605 18.11  19,660.31 96.2%
Apple Inc. AAPL  16,076.73 355.909 154.12  54,852.70 241.2%
AV Homes Inc. AVHI  11,903.00 1000.000 17.15  17,150.00 44.1%
Copa Holdings CPA  13,785.00 112.297 124.53  13,984.35 1.4%
Corning Inc. GLW  10,003.92 831.758 29.92  24,886.20 148.8%
General Motors GM  15,719.00 595.115 40.38  24,030.74 52.9%
Gilead Sciences Inc. GILD  13,621.50 156.701 81.02  12,695.92 -6.8%
Intel Corp. INTC  9,996.30 529.731 38.08  20,172.16 101.8%
KKR Financial Holdings KKR  9,997.63 927.851 20.33  18,863.21 88.7%
Knowles Corp. * KN  1,698.00 83.000 15.27  1,267.41 -25.4%
Lazard Ltd. A LAZ  10,174.03 227.181 45.22  10,273.12 1.0%
Seagate Technology Plc. STX  16,304.81 696.082 33.17  23,089.04 41.6%
Spirit Airlines SAVE  1,158.68 83.000 33.41  2,773.03 139.3%
Starwood Property Trust STWD  6,887.43 733.457 21.72  15,930.69 131.3%
Colony Starwood Homes * SFR  3,114.72 117.225 36.37  4,263.47 36.9%
Target Corp. TGT  10,021.39 232.854 59.01  13,740.71 37.1%
Tegna TGNA  14,530.00 1000.000 13.33  13,330.00 -8.3%
Cash          26,386.74  
Portfolio Total   $189,998.00 9916.038    $336,169.96 76.9%
Vanguard Total Stock Market ETF  VTI  10,863.00 183.352 129.52  $23,747.75 118.6%

Stock prices are as of June 30, 2017. *Received through a spinoff.

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