by Wellvest | Dec 6, 2024 | Public Company INDEX
HIGHLIGHTS November was all about the Presidential election. President Elect Trump’s pro-business stance was met with euphoria on Wall Street. The S&P500 was up 5.73% for the month bringing the year to date total increase to 26.47%, excluding dividends. The...
by Wellvest | Dec 6, 2024 | Public Company INDEX
HIGHLIGHTS Once again, the S&P500 confounded the pundits in the month of October. The consensus view (at least on mainstream media) was that October would be a volatile and sharply down month. This was not the case as the large cap index stayed in a narrow range...
by Wellvest | Dec 6, 2024 | Public Company INDEX
HIGHLIGHTS September has a long history of volatility for the stock market and this year did not disappoint. The headline driver was the 50bps drop in interest rates by the Fed on the 18th. Leading up to this the market became fixated on every ounce of economic news,...
by Wellvest | Sep 5, 2024 | Blog, News
December 6, 2023 “IF I HAD ASKED PEOPLE WHAT THEY WANTED, THEY WOULD HAVE SAID FASTER HORSES.”– HENRY FORD IT’S BEEN A JOURNEY The August 5, 2024, edition of Barron’s Up & Down Wall Street column was titled “How Whole Foods Revolutionized the Way...
by Wellvest | Sep 3, 2024 | Public Company INDEX
HIGHLIGHTS If you were on the beach in early August, you missed it! The S&P500 started with a nasty draw down of ~8.5% from its late July peak of 5,667. The spike down during the first few days of the month was dominated by a HUGE increase in volatility with the...
