Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): +1.41% (last week: +1.36%)
Result (S&P 500): +1.34% (last week: +0.30%)
Beefy vs. S&P 500: +0.07% (last week: +1.06%)

2️⃣ Closed Positions Only:

Result (Beefy): -3.25% (last week: -1.64%)
Result (S&P 500): -4.16% (last week: -3.91%)
Beefy vs. S&P 500: +0.91% (last week: +2.27%)

This week, Beefy and the S&P 500 both posted positive total returns, with Beefy maintaining a narrow lead. Closed positions declined for Beefy and the benchmark, but Beefy still outperformed the S&P 500 in this category.

💡 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