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 – 7/9/23
| Shares | Company | Cost | Market |
| 44,037 | Reysas Logistics | $30,060 | $72,424 |
| 1,218 | Carvana | $17,491 | $35,882 |
| 135 | Amazon | $12,522 | $17,493 |
| 6 | Carvana (Call) | $1,312 | $11,040 |
| 916 | Cardlytics | $3,324 | $5,551 |
| 210 | Manchester United | $5,279 | $5,089 |
| 22 | Manchester United (Call) | $3,096 | $2,236 |
| 2 | Paramount Global (Call) | $489 | $465 |
| 11 | Cardlytics (Call) | $944 | $430 |
| Cash | $6 | $6 | |
| $74,525 | $150,618 |
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% |