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...
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....
