Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): -0.15% (last week: -0.39%)
Result (S&P 500): -1.66% (last week: -1.46%)
Beefy vs. S&P 500: +1.51% (last week: +1.07%)

2️⃣ Closed Positions Only:

Result (Beefy): -4.51% (last week: -3.20%)
Result (S&P 500): -4.66% (last week: -4.42%)
Beefy vs. S&P 500: +0.15% (last week: +1.22%)

This week, the Beefy portfolio slightly improved its total result and widened its lead over the S&P 500 in total performance. However, closed positions saw a dip, with the outperformance margin narrowing.

🔍 What’s New?

We’re continuing to report 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