Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): -1.63% (up from -3.75%)
Result (S&P 500): -3.28% (up from -6.74%)
Beefy vs. S&P 500: +1.65% (down from +2.99%)

2️⃣ Closed Positions Only:

Result (Beefy): +0.92% (down from +1.30%)
Result (S&P 500): -2.86% (down from -2.31%)
Beefy vs. S&P 500: +3.79% (up from +3.61%)

🔍 What’s New?

We’re now reporting performance using Money-Weighted Returns (MWR), which reflect the potential return if a customer buys an equal share of every picked stock and the respective amount in the S&P 500.

💡 Example:

Let’s assume you invest $100 in three stocks:

Stock A is up 1%, so your $100 grows to $101.
Stock B is down 2%, so your $100 drops to $98.
Stock C is up 5%, so your $100 grows to $105.

Your total investment of $300 becomes $304, giving you a total return of +1.33%. MWR helps calculate the total cash return of the portfolio based on equal cash investment on every single pick, giving you a better idea how it performs against the benchmark with all else being equal.

🐂 Stay Beefy, Stay Bullish! 🐂

Regards,

The Beefy Team