Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): +2.65% (last week: -0.15%)
Result (S&P 500): +2.07% (last week: -1.66%)
Beefy vs. S&P 500: +0.58% (last week: +1.51%)

2️⃣ Closed Positions Only:

Result (Beefy): -3.20% (last week: -4.51%)
Result (S&P 500): -3.78% (last week: -4.66%)
Beefy vs. S&P 500: +0.58% (last week: +0.15%)

Summary:
This week, the Beefy portfolio rebounded into positive territory for its total result, though the outperformance margin over the S&P 500 narrowed. Closed positions improved for both portfolios, with Beefy maintaining an edge.

🔍 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