On November 29th, 2018 I started the After Dinner Investor portfolio with $50,000.
This data is updated on January 1 and July 1.
The original capital, and the only capital invested into the fund is the first $50,000. Any additional amount beyond $50,000 in the Cost column total is from reinvested dividends or gains.
Last updated – 1/1/23
| Shares | Company | Cost | Market |
| 41,321 | Reysas Logistics | $26,517 | $51,962 |
| 86 | Amazon | $7,666 | $7,238 |
| 2,692 | Ring Energy | $3,911 | $6,623 |
| 1 | Alphabet (Call) | $5,586 | $4,496 |
| 35 | Alphabet | $4,097 | $3,120 |
| 6 | Paramount (Call) | $3,656 | $2,560 |
| 130 | Coupang | $1,850 | $1,920 |
| 367 | TAV Airports | $1,947 | $1,833 |
| 6 | RH | $1,525 | $1,600 |
| 134 | Seritage | $1,353 | $1,587 |
| 263 | Carvana | $7,669 | $1,246 |
| 29 | Tencent | $834 | $1,241 |
| 41 | KWEB | $833 | $1,227 |
| 14 | Alibaba | $916 | $1,198 |
| 87 | Prosus | $892 | $1,197 |
| 3 | Carvana (Call) | $1,142 | $519 |
| 1 | Amazon (Call) | $186 | $157 |
| Cash | $3 | $3 | |
| $70,583 | $89,727 |
Annual Performance Since January 1, 2019
The following is the annual and cumulative performance of the After Dinner Investor portfolio and the S&P 500 since 2019. The fund was started on November 29th, 2018. From that start date to year end 2018, the fund went down from $50,000 to $45,641. To make the annual performance comparison simple, we’ll make January 1, 2019 the starting date. And the year 2019 will include November 29th, 2018 when I started with $50,000 through December 31, 2019. This will matter less and less over time.
For S&P 500 numbers I’m using the total return information and the factsheet from the index’s official website.
| Annual Gain | After Dinner Investor | S&P 500 |
| 2019 | 12.60% | 31.49% |
| 2020 | 3.86% | 18.40% |
| 2021 | 36.17% | 28.71% |
| 2022 | 12.70% | -18.11% |
| Compounded Annual Gain | ||
| 2019 – 2022 | 15.74% | 12.88% |
| Overall Gain | ||
| 2019 – 2022 | 79.45% | 60.71% |