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 – 4/4/22
| Shares | Company | Cost | Market |
| 1,582 | Prosus | $24,297 | $18,533 |
| 98 | Apple | $4,661 | $17,380 |
| 3,106 | Ring Energy | $2,473 | $12,269 |
| 33,408 | Reysas Logistics | $17,416 | $11,304 |
| 175 | Green Brick Partners | $3,823 | $3,570 |
| 2,588 | Pedevco | $2,967 | $3,519 |
| 265 | Seritage Growth Properties | $2,762 | $3,515 |
| 9 | Berkshire Hathaway | $2,844 | $3,071 |
| 71 | Navios Maritime Partners | $2,255 | $2,408 |
| 110 | Coupang | $2,213 | $2,075 |
| Cash | $0 | $0 | |
| $65,713 | $77,642 |
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% |