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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 1175.814 $16.03 $18,848.30 87.8%
Apollo Commercial Real Estate Finance ARI  10,018.75 1112.819 18.32  20,386.84 103.5%
Apple Inc. AAPL  16,076.73 357.219 177.09  63,259.91 293.5%
AV Homes Inc. AVHI  11,903.00 1000.000 18.75  18,750.00 57.5%
Copa Holdings CPA  13,785.00 112.926 141.01  15,923.70 15.5%
Corning Inc. GLW  10,003.92 835.787 34.66  28,968.38 189.6%
General Motors GM  15,719.00 600.426 44.07  26,460.77 68.3%
Gilead Sciences Inc. GILD  13,621.50 157.815 79.02  12,470.54 -8.4%
Intel Corp. INTC  9,996.30 532.973 43.24  23,045.75 130.5%
KKR Financial Holdings KKR  9,997.63 935.903 23.08  21,600.64 116.1%
Knowles Corp. * KN  1,698.00 83.000 16.17  1,342.11 -21.0%
Lazard Ltd. A LAZ  10,174.03 229.211 57.71  13,227.77 30.0%
Seagate Technology Plc. STX  16,304.81 719.353 51.26  36,874.03 126.2%
Spirit Airlines SAVE  1,158.68 83.000 48.26  4,005.58 245.7%
Starwood Property Trust STWD  6,887.43 749.574 20.94  15,696.08 127.9%
Invitation Homes * INVH  3,114.72 190.000 22.71  4,314.90 38.5%
Target Corp. TGT  10,021.39 235.197 76.80  18,063.13 80.2%
Tegna TGNA  14,530.00 1010.264 15.040  15,194.37 4.6%
Cash          26,477.82  
Portfolio Total   $189,998.00 10121.281    $384,910.63 102.6%
Vanguard Total Stock Market ETF  VTI  10,863.00 184.249 142.75  $26,301.54 142.1%

Stock prices are as of January 12, 2018. *Received through a spinoff.

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