by Wellvest | Feb 3, 2026 | Public Company INDEX
HIGHLIGHTS New year, new you! The Wellvest H&W Index was up 3.08% for the month of January as compared to 1.37% for the S&P500, excluding dividends. As regular readers will recall, the H&W index has struggled to keep up with the blistering pace of the...
by Wellvest | Feb 3, 2026 | Blog, News
“DATA DRIVEN: FROM CURIOSITY TO CLINICAL INTEGRATION” WHAT TO WATCH IN 2026 AND BEYOND February 3, 2026 IS IT FINALLY HERE? The Great One learned his most important lesson from his father, who taught him to anticipate where the puck was going rather chase after it....
by Wellvest | Jan 8, 2026 | Articles, Public Company INDEX
ENDLESS GRIND UPWARD The equity markets’ performance over the second half of 2025 had a remarkable disconnect from the perceived reality of market pundits which cried wolf of an eminent crash around every corner. For the year 2025 the S&P500 index was up 16.39%...
by Wellvest | Dec 1, 2025 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Index held its’ own against a volatile S&P500 for the month of November. Both the H&W index and the S&P500 had very slight gains of 0.14% and 0.10% (excluding dividends) for the month respectively. The H&W Index...
by Wellvest | Nov 4, 2025 | Blog, News
“THE CERTAINTY OF UNCERTAINTY” M&A MARKET FORCED TO PIVOT MID-YEAR November 4, 2025 BLUE SKYS TO GRAY On the heels of a sluggish 2024, M&A market participants struck a bullish tone coming into 2025. Their cautious optimism was backed by a reasonable set of...
