Beefy Portfolio Performance

📊 Hey Beefies! Weekly Portfolio Update 📊

1️⃣ Total Portfolio:

Result (Beefy): +3.79% (last week: +2.53%)
Result (S&P 500): +5.19% (last week: +4.10%)

Beefy vs. S&P 500: -1.40% (last week: -1.57%)

2️⃣ Closed Positions Only:

Result (Beefy): +1.91% (last week: -0.51%)
Result (S&P 500): -0.94% (last week: -2.19%)

Beefy vs. S&P 500: +2.85% (last week: +1.68%)

A strong week for both portfolios. The S&P 500 led the total return rally, but Beefy narrowed the performance gap. The big news is in closed positions, where Beefy turned positive and significantly widened its outperformance 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 BeefySignals Team