On November 29th, 2018 I started the After Dinner Investor portfolio with $50,000.
This data is updated quarterly around January 1, April 1, July 1, and October 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 – 10/4/21
| Shares | Company | Cost | Market |
| 400 | Alibaba | $9,690 | $7,037 |
| 98 | Apple | $4,661 | $13,611 |
| 109 | Change Healthcare | $2,350 | $2,303 |
| 189 | Green Brick Partners | $4,291 | $3,895 |
| 109 | Micron Technology | $7,820 | $7,728 |
| 66 | Naspers | $2,343 | $2,176 |
| 1 | Pinduoduo | $110 | $97 |
| 136 | Prosus | $2,351 | $2,119 |
| 20,960 | Reysas Logistics | $10,576 | $11,851 |
| 6,213 | Ring Energy | $7,406 | $21,994 |
| 533 | Seritage Growth Properties | $7,879 | $7,990 |
| 200 | Shinoken Group | $2,311 | $2,083 |
| Cash | $215 | $215 | |
| Yen | $32 | $31 | |
| Total | $62,035 | $83,132 |
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. To make the annual performance comparison simple, we’ll make January 1, 2019 the starting date.
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 | 23.36% | 34.43% |
| 2020 | 3.86% | 21.20% |
| Compounded Annual Gain | ||
| 2019 – 2020 | 13.19% | 24.77% |
| Overall Gain | ||
| 2019 – 2020 | 28.11% | 55.68% |