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
PurchaseValue
SharesHeld
CurrentPrice
CurrentValue
TotalReturn
Ares Capital
ARCC
$10,037.68
1148.272
$16.39
$18,820.18
87.5%
Apollo Commercial Real Estate Finance
ARI
10,018.75
1085.605
18.11
19,660.31
96.2%
Apple Inc.
AAPL
16,076.73
355.909
154.12
54,852.70
241.2%
AV Homes Inc.
AVHI
11,903.00
1000.000
17.15
17,150.00
44.1%
Copa Holdings
CPA
13,785.00
112.297
124.53
13,984.35
1.4%
Corning Inc.
GLW
10,003.92
831.758
29.92
24,886.20
148.8%
General Motors
GM
15,719.00
595.115
40.38
24,030.74
52.9%
Gilead Sciences Inc.
GILD
13,621.50
156.701
81.02
12,695.92
-6.8%
Intel Corp.
INTC
9,996.30
529.731
38.08
20,172.16
101.8%
KKR Financial Holdings
KKR
9,997.63
927.851
20.33
18,863.21
88.7%
Knowles Corp. *
KN
1,698.00
83.000
15.27
1,267.41
-25.4%
Lazard Ltd. A
LAZ
10,174.03
227.181
45.22
10,273.12
1.0%
Seagate Technology Plc.
STX
16,304.81
696.082
33.17
23,089.04
41.6%
Spirit Airlines
SAVE
1,158.68
83.000
33.41
2,773.03
139.3%
Starwood Property Trust
STWD
6,887.43
733.457
21.72
15,930.69
131.3%
Colony Starwood Homes *
SFR
3,114.72
117.225
36.37
4,263.47
36.9%
Target Corp.
TGT
10,021.39
232.854
59.01
13,740.71
37.1%
Tegna
TGNA
14,530.00
1000.000
13.33
13,330.00
-8.3%
Cash
26,386.74
Portfolio Total
$189,998.00
9916.038
$336,169.96
76.9%
Vanguard Total Stock Market ETF
VTI
10,863.00
183.352
129.52
$23,747.75
118.6%
Stock prices are as of June 30, 2017. *Received through a spinoff.
Contact Kathy directly at practicalinvesting@kiplinger.com or via Twitter @KathyKristof .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.