On November 29th, 2018 I started the After Dinner Investor portfolio with $50,000.
This data is updated on February 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 – 8/20/22
| Shares | Company | Cost | Market |
| 33,408 | Reysas Logistics | $17,416 | $18,012 |
| 1,430 | Prosus | $14,988 | $17,947 |
| 141 | Alphabet | $16,094 | $16,477 |
| 263 | Carvana | $7,669 | $11,116 |
| 59 | Apple | $2,356 | $10,188 |
| 2,441 | Ring Energy | $1,722 | $7,152 |
| 136 | Coupang | $1,959 | $2,342 |
| 594 | Pedevco | $682 | $690 |
| Cash | $179 | $179 | |
| $63,065 | $84,102 |
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% |
| Compounded Annual Gain | ||
| 2019 – 2021 | 16.78% | 26.07% |
| Overall Gain | ||
| 2019 – 2021 | 59.25% | 91.74% |