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Stocks & Bonds

The Practical Investing Portfolio

Columnist Kathy Kristof put her real money into the market so she could help you be a better investor.

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Kiplinger’s columnist and author of Investing 101 Kathy Kristof took 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 selected.

Kristof has ended her active management of the portfolio. In the table below, you can review the portfolio’s performance over its 7.5 year run.

Name Ticker Purchase
Value
Shares
Held
Current
Price
Current
Value
Total
Return
Ares Capital ARCC $10,037.68 1290.392 $17.16 $22,143.13 120.6%
Apollo Commercial Real Estate Finance ARI  10,018.75 1261.090 17.90  22,573.51 125.3%
Apple Inc. AAPL  16,076.73 364.134 170.42  62,055.72 286.0%
Boeing BA  26,682.23 82.387 417.97  34,435.29 29.1%
Corning Inc. GLW  10,003.92 856.012 34.51  29,540.97 195.3%
Costco COST  10,953.60 60.634 216.47  13,125.44 19.8%
General Motors GM  15,719.00 625.391 39.09  24,446.53 55.5%
Gilead Sciences Inc. GILD  13,621.50 162.988 67.59  11,016.36 -19.1%
Intel Corp. INTC  9,996.30 545.679 51.66  28,189.78 182.0%
Invitation Homes SFR  3,114.72 190.000 23.52  4,468.80 43.5%
KKR Financial Holdings KKR  9,997.63 962.430 23.53  22,645.98 126.5%
Knowles Corp.* KN  1,698.00 83.000 16.15  1,340.45 -21.1%
Lazard Ltd. A LAZ  10,174.03 243.325 36.73  8,937.33 -12.2%
Seagate Technology Plc. STX  16,304.81 757.557 45.71  34,627.93 112.4%
Spirit Airlines SAVE  1,158.68 83.000 61.67  5,118.61 341.8%
Starwood Property Trust STWD  6,887.43 837.987 21.82  18,284.88 165.5%
Target Corp. TGT  10,021.39 243.142 72.84  17,710.46 76.7%
Taylor Morrison Home Corp TMHC  11,903.00 1223.000 18.11  22,148.53 86.1%
Cash          9,799.93  
Portfolio Total   $189,998.00 9872.148    $392,609.63 106.6%
Vanguard Total U.S. Market ETF VTI $10,863.00 187.741 142.74 $26,798.15 146.7%

Stock prices are as of February 15, 2019. *Received through a spinoff.