by Wellvest | Jul 15, 2026 | Public Company INDEX
DISPERSION IS THE STORY OF THE DAY On the surface the WVC Health & Wellness Index was close to flat, only down 1.3% on an equalweighted basis over the six months ending June 30, 2026 while the S&P 500 climbed 9.6% (both figures excluding dividends). But for...
by Wellvest | Jun 1, 2026 | Public Company INDEX
HIGHLIGHTS May 2026 witnessed the slight fading of the Iran war’s dominance over the markets and the increase in the next layer of AI’s impact on the tech ecosystem. The S&P 500 gained 4.48% for the month, propelled upward by old-line technology names like Dell...
by Wellvest | May 1, 2026 | Public Company INDEX
HIGHLIGHTS Once again financial markets in April 2026 were dominated by the developments in the Iran war, although it appears this is having less influence over time as the market moves on to other themes, namely earnings and AI. The S&P 500 gained 10.4% for the...
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...
