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Stocks & Bonds

The Practical Investing 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 1203.720 $16.74 $20,150.27 100.7%
Apollo Commercial Real Estate Finance ARI  10,018.75 1170.005 18.78  21,972.69 119.3%
Apple Inc. AAPL  16,076.73 359.936 188.84  67,970.31 322.8%
AV Homes Inc. AVHI  11,903.00 1000.000 21.50  21,500.00 80.6%
Boeing, Inc. BA  26,682.23 81.570 357.88  29,190.48 9.4%
Copa Holdings CPA  13,785.00 114.616 100.03  11,465.04 -16.8%
Corning Inc. GLW  10,003.92 841.243 29.09  24,471.76 144.6%
Costco Wholesale Corp. COST  10,953.60 60.332 207.32  12,508.03 14.2%
General Motors GM  15,719.00 606.690 43.91  26,639.76 69.5%
Gilead Sciences Inc. GILD  13,621.50 159.012 70.23  11,167.41 -18.0%
Intel Corp. INTC  9,996.30 539.083 55.11  29,708.86 197.2%
KKR Financial Holdings KKR  9,997.63 950.327 23.91  22,722.32 127.3%
Knowles Corp. * KN  1,698.00 83.000 15.87  1,317.21 -22.4%
Lazard Ltd. A LAZ  10,174.03 238.389 53.96  12,863.47 26.4%
Seagate Technology Plc. STX  16,304.81 727.398 58.43  42,501.87 160.7%
Spirit Airlines SAVE  1,158.68 83.000 39.61  3,287.63 183.7%
Starwood Property Trust STWD  6,887.43 784.311 22.12  17,348.96 151.9%
Invitation Homes * INVH  3,114.72 190.000 22.41  4,257.90 36.7%
Target Corp. TGT  10,021.39 239.160 77.25  18,475.11 84.4%
Cash          448.39  
Portfolio Total   $189,998.00 9431.792    $399,967.48 110.5%
Vanguard Total Stock Market ETF  VTI $10,863.00 185.011 144.15 $26,669.34 145.5%

Stock prices are as of June 15, 2018. *Received through a spinoff.

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