Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): +1.36% (last week: +2.65%)
Result (S&P 500): +0.30% (last week: +2.07%)
Beefy vs. S&P 500: +1.06% (last week: +0.58%)

2️⃣ Closed Positions Only:

Result (Beefy): -1.64% (last week: -3.20%)
Result (S&P 500): -3.91% (last week: -3.78%)
Beefy vs. S&P 500: +2.27% (last week: +0.58%)

This week, the Beefy portfolio remained positive and increased its outperformance margin over the S&P 500 in both total and closed positions. Closed positions for Beefy improved notably, further widening the lead over the benchmark.

🔍 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