Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): +1.75 % (last week: +1.80 %)
Result (S&P 500): +2.11 % (last week: +2.29 %)

Beefy vs. S&P 500: -0.36 % (last week: -0.49 %)

2️⃣ Closed Positions Only:

Result (Beefy): -1.91 % (last week: -3.07 %)
Result (S&P 500): -3.57 % (last week: -3.95 %)

Beefy vs. S&P 500: +1.66 % (last week: +0.88 %)

Total returns dipped slightly for both Beefy and the S&P 500, but Beefy narrowed its underperformance. Closed positions improved sharply, allowing Beefy to widen its 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