by Wellvest | Apr 1, 2026 | Public Company INDEX
HIGHLIGHTS Financial markets in March 2026 were dominated by the minute by minute (or tweet by tweet) developments in the Iran war. Volatility spiked, leaving the S&P500 down 5.1% for the month and 4.6% for the year, excluding dividends. The Wellvest H&W Index...
by Wellvest | Mar 9, 2026 | Public Company INDEX
HIGHLIGHTS During the month of February 2026, the S&P500 trickled downward with relatively modest volatility to settle up 0.49% for the year as of February 27, 2026, excluding dividends. The Wellvest H&W Index did slightly better over the same time period to...
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%...
