Our Practical Investor's Portfolio

Kiplinger

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 is taking $200,000 of her own money and dividing 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
Acacia ACTG $16,504 612.00 $22.02 $13,476 -18.3%
American Capital ACAS $10,037 1122.00 $13.73 $15,405 53.5%
Apollo Commercial Real Estate Finance ARI $10,019 720.57 $15.34 $11,054 10.3%
Apple AAPL $16,077 40.91 $483.03 $19,763 22.9%
Chevron CVX $9,977 103.66 $118.13 $12,245 22.7%
Corning Inc. GLW $10,006 760.15 $14.63 $11,121 11.1%
Dover DOV $10,002 166.95 $88.97 $14,853 48.5%
Intel Corp. INTC $9,996 468.61 $22.81 $10,689 6.9%
Johnson & Johnson JNJ $9,991 163.72 $87.31 $14,294 43.1%
KKR Financial Holdings KFN $9,998 1414.49 $10.42 $14,739 47.4%
Lockheed Martin LMT $93 1.21 $122.50 $148 59.7%
Microsoft MSFT $10,012 414.05 $33.88 $14,028 40.1%
PPL Corp PPL $44 1.50 $30.13 $45 1.7%
Schnitzer Steel Industries SCHN $74 1.64 $27.60 $45 -39.1%
Seagate Technology STX $10,011 456.39 $45.87 $21,036 110.1%
Sohu.com SOHU $9,990 182.00 $86.70 $15,779 58.0%
Spirit Arlines SAVE $10,100 523.00 $34.80 $18,200 149.1%
Starwood Property Trust STWD $10,002 523.43 $23.96 $12,517 25.1%
Stone Energy SGY $10,023 333.00 $33.99 $11,319 12.9%
Target TGT $10,021 205.01 $63.41 $12,986 29.6%
Cash         $15,424  
PORTFOLIO TOTAL PORTFOLIO $189,998.00     $259,167 36.4%
Vanguard Total Stock
Market ETF
VTI $10,862 169.85 $88.15 $14,973 37.8%

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

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