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...
by Wellvest | Aug 6, 2024 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Public Company Index faded in July, going down 1.91% for the month bringing the YTD return to a positive 1.62%, excluding dividends. The S&P500 had a volatile month but ended with a 1.13% gain adding to a strong year, YTD 15.78%...
by Wellvest | Jul 11, 2024 | Public Company INDEX
UPSIDE SURPRISE FOR THE S&P 500 Coming into 2024, few would have predicted a 14.48% return, excluding dividends, for the S&P 500 in the first half of the year. A handful of bullish factors combined to overrun the bears resulting in outstanding performance. The...
by Wellvest | Jun 19, 2024 | Blog, News
December 6, 2023 “LEARN THE FUNDAMENTALS OF THE GAME AND STICK TO THEM. BAND-AID REMEDIES NEVER LAST.”– JACK NICKLAUS NO REST FOR THE WEARY The health and wellness industry has faced considerable challenges over the last many years. At an industry level,...
by Wellvest | Jun 3, 2024 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Public Company Index made a long-awaited comeback delivering a 6.71% return for the month vs. the S&P500 4.80%, excluding dividends. The index was buoyed by a few outsized winners including Vital Farms (VITL) with a 54.75% gain,...
