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.
| Name | Ticker | PurchaseValue | SharesHeld | CurrentPrice | CurrentValue | TotalReturn |
|---|---|---|---|---|---|---|
| Ares Capital | ARCC | $10,037.68 | 1290.392 | $17.16 | $22,143.13 | 120.6% |
| Apollo Commercial Real Estate Finance | ARI | 10,018.75 | 1261.090 | 17.90 | 22,573.51 | 125.3% |
| Apple Inc. | AAPL | 16,076.73 | 364.134 | 170.42 | 62,055.72 | 286.0% |
| Boeing | BA | 26,682.23 | 82.387 | 417.97 | 34,435.29 | 29.1% |
| Corning Inc. | GLW | 10,003.92 | 856.012 | 34.51 | 29,540.97 | 195.3% |
| Costco | COST | 10,953.60 | 60.634 | 216.47 | 13,125.44 | 19.8% |
| General Motors | GM | 15,719.00 | 625.391 | 39.09 | 24,446.53 | 55.5% |
| Gilead Sciences Inc. | GILD | 13,621.50 | 162.988 | 67.59 | 11,016.36 | -19.1% |
| Intel Corp. | INTC | 9,996.30 | 545.679 | 51.66 | 28,189.78 | 182.0% |
| Invitation Homes | SFR | 3,114.72 | 190.000 | 23.52 | 4,468.80 | 43.5% |
| KKR Financial Holdings | KKR | 9,997.63 | 962.430 | 23.53 | 22,645.98 | 126.5% |
| Knowles Corp.* | KN | 1,698.00 | 83.000 | 16.15 | 1,340.45 | -21.1% |
| 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% |
| Spirit Airlines | SAVE | 1,158.68 | 83.000 | 61.67 | 5,118.61 | 341.8% |
| Starwood Property Trust | STWD | 6,887.43 | 837.987 | 21.82 | 18,284.88 | 165.5% |
| Target Corp. | TGT | 10,021.39 | 243.142 | 72.84 | 17,710.46 | 76.7% |
| 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.
Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
-
Why Uber Stock Is Volatile After GM's Cruise AnnouncementUber stock is swinging this week following news that General Motors is restructuring its Cruise unit. Here's what you need to know.
-
UnitedHealth Stock Falls as Lawmakers Eye Insurers, PBMsUnitedHealth stock is continuing to fall Thursday after the introduction of bipartisan legislation targeting PBMs and healthcare giants. Here's what to know.
-
Intel Braces for an Even Tougher Road AheadThe Kiplinger Letter Amid a long, costly turnaround, Intel resets expectations again. Its new woes raise questions about U.S. industrial policy and global chip competition.
-
Why Your Electric Bill Will Keep ClimbingThe Kiplinger Letter There's no end in sight for energy rate hikes, so look for ways to curb your power use.
-
How to Master Index InvestingIndex investing allows market participants to use baskets of stocks and bonds to build the best portfolio to meet their goals. Here's how it works.
-
16 Low-Cost ETFs to BuyExpense ratios for index funds have declined in recent years, making them a cheap investing strategy to consider. Here are 16 low-cost ETFs to consider.
-
Best Banks for High-Net-Worth Clients 2024wealth management These banks welcome customers who keep high balances in deposit and investment accounts, showering them with fee breaks and access to financial-planning services.
-
Stock Market Today: Stocks End the Week on a High NoteIntel stock plunged after a big earnings miss, but encouraging inflation and consumer sentiment data created tailwinds for the broad market.
-
Stock Market Today: Stocks Climb After Spotify Job CutsSpotify became the latest company to announce layoffs, while Salesforce climbed on activist investor news.
-
Kiplinger's Industrial Policy ReportA look at the new wave of industrial policy over the next five years, examining some of the major investments, key trends, varied risks, and big questions.
