On November 29th, 2018 I started the After Dinner Investor portfolio with $50,000.
This data is updated quarterly on 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 – 1/19/19
| Quantity | Description | Cost | Market |
| 1,064 | Fiat Chrysler Automobiles N.V. | $16,374 | $14,624 |
| 60 | Apple Inc. | $10,120 | $19,195 |
| 2,291 | Gulfport Energy Corporation | $10,529 | $4,353 |
| 3,674 | Ring Energy, Inc. | $6,123 | $9,920 |
| 382 | GrafTech International Ltd. | $4,559 | $4,588 |
| 467 | Party City Holdco Inc. | $5,286 | $1,438 |
| 22 | Bank of America Corporation | $606 | $748 |
| Cash | $38 | $38 | |
| Total | $53,635 | $54,904 |
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.
| Year | After Dinner Investor | S&P 500 |
| 2019 | 23.26% | 31.49% |
| Compounded Annual Gain
2019 – 2019 |
23.26% | 31.49% |
| Overall Gain
2019 – 2019 |
23.26% | 31.49% |