investing

The Practical Investing Portfolio

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

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.

NameTickerPurchase
Value
Shares
Held
Current
Price
Current
Value
Total
Return
Ares CapitalARCC$10,037.681290.392$17.16$22,143.13120.6%
Apollo Commercial Real Estate FinanceARI 10,018.751261.09017.90 22,573.51125.3%
Apple Inc.AAPL 16,076.73364.134170.42 62,055.72286.0%
BoeingBA 26,682.2382.387417.97 34,435.2929.1%
Corning Inc.GLW 10,003.92856.01234.51 29,540.97195.3%
CostcoCOST 10,953.6060.634216.47 13,125.4419.8%
General MotorsGM 15,719.00625.39139.09 24,446.5355.5%
Gilead Sciences Inc.GILD 13,621.50162.98867.59 11,016.36-19.1%
Intel Corp.INTC 9,996.30545.67951.66 28,189.78182.0%
Invitation HomesSFR 3,114.72190.00023.52 4,468.8043.5%
KKR Financial HoldingsKKR 9,997.63962.43023.53 22,645.98126.5%
Knowles Corp.*KN 1,698.0083.00016.15 1,340.45-21.1%
Lazard Ltd. ALAZ 10,174.03243.32536.73 8,937.33-12.2%
Seagate Technology Plc.STX 16,304.81757.55745.71 34,627.93112.4%
Spirit AirlinesSAVE 1,158.6883.00061.67 5,118.61341.8%
Starwood Property TrustSTWD 6,887.43837.98721.82 18,284.88165.5%
Target Corp.TGT 10,021.39243.14272.84 17,710.4676.7%
Taylor Morrison Home CorpTMHC 11,903.001223.00018.11 22,148.5386.1%
Cash     9,799.93 
Portfolio Total $189,998.009872.148  $392,609.63106.6%
Vanguard Total U.S. Market ETFVTI$10,863.00187.741142.74$26,798.15146.7%

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

Most Popular

Your Guide to Roth Conversions
Special Report
Tax Breaks

Your Guide to Roth Conversions

A Kiplinger Special Report
February 25, 2021
The Berkshire Hathaway Portfolio: All 41 Warren Buffett Stocks Ranked
stocks

The Berkshire Hathaway Portfolio: All 41 Warren Buffett Stocks Ranked

The Berkshire Hathaway portfolio is a diverse set of blue chips, and increasingly, lesser-known growth bets. Here's a look at every stock picked by Wa…
November 16, 2021
Resist the Impulse to Buy These 14 Holiday Gifts
shopping

Resist the Impulse to Buy These 14 Holiday Gifts

Don't let those holiday sale promotions persuade you into buying something now that will be much cheaper later.
November 18, 2021

Recommended

How Leveraging Alternative Assets and Modern Portfolio Theory Can Help Investors Improve Returns
investing

How Leveraging Alternative Assets and Modern Portfolio Theory Can Help Investors Improve Returns

To help manage risks and possibly boost returns, everyday investors should think about including alt investments in their portfolios. Here’s how to ap…
December 4, 2021
Investing for Income with Jeffrey Kosnett
investing

Investing for Income with Jeffrey Kosnett

Cold, hard cash working from home! No, this isn’t a scam — it’s an investing strategy built on bonds, REITs, preferred stocks and more.
November 30, 2021
Is the Stock Market Open on Thanksgiving and Black Friday 2021?
Markets

Is the Stock Market Open on Thanksgiving and Black Friday 2021?

Take your time with the turkey: The stock market will indeed be closed on Thanksgiving. But you will need to pay attention for a few hours on Black Fr…
November 24, 2021
The 13 Best Books for Beginning Investors
investing

The 13 Best Books for Beginning Investors

Do you want to start building your wealth? Consult this short list of the best books for beginning investors before you embark on your journey.
November 24, 2021