Kiplinger’s columnist and author of Investing 101 (opens in new tab) 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 (opens in new tab)), 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.
|Apollo Commercial Real Estate Finance||ARI||10,018.75||1261.090||17.90||22,573.51||125.3%|
|Gilead Sciences Inc.||GILD||13,621.50||162.988||67.59||11,016.36||-19.1%|
|KKR Financial Holdings||KKR||9,997.63||962.430||23.53||22,645.98||126.5%|
|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%|
|Starwood Property Trust||STWD||6,887.43||837.987||21.82||18,284.88||165.5%|
|Taylor Morrison Home Corp||TMHC||11,903.00||1223.000||18.11||22,148.53||86.1%|
|Cash||Row 18 - Cell 1||Row 18 - Cell 2||Row 18 - Cell 3||Row 18 - Cell 4||9,799.93||Row 18 - Cell 6|
|Portfolio Total||Row 19 - Cell 1||$189,998.00||9872.148||Row 19 - Cell 4||$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.
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