Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): +1.80% (last week: +1.41%)
Result (S&P 500): +2.29% (last week: +1.34%)
Beefy vs. S&P 500: -0.49% (last week: +0.07%)

2️⃣ Closed Positions Only:

Result (Beefy): -3.07% (last week: -3.25%)
Result (S&P 500): -3.95% (last week: -4.16%)
Beefy vs. S&P 500: +0.88% (last week: +0.91%)

This week, Beefy and the S&P 500 both increased their total returns, but the S&P 500 outperformed Beefy for the first time in recent weeks. In closed positions, Beefy improved and maintained its outperformance over the benchmark.

💡 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