by Wellvest | Oct 3, 2025 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Index lost ground to the bell weather S&P500 for the month, gapping to a negative 23.77% for the year, up from negative 15.99 at the end of August. The H&W Index settled down 10.05% YTD, compared to the S&P 500 gain of 13.75...
by Wellvest | Sep 18, 2025 | Blog, News
“AGENTIC COMMERCE” THE EMERGENCE OF A NEW CHANNEL September 18, 2025 “THE SECRET OF CHANGE IS TO FOCUS ALL YOUR ENERGY NOT ON FIGHTING THE OLD, BUT ON BUILDING THE NEW.” – SOCRATES Not so very long ago the developed world had two fundamental ways for...
by Wellvest | Sep 3, 2025 | Public Company INDEX
HIGHLIGHTS The bellwether index had a quiet month of just slowly grinding upward. The old saw “never short a dull market” seemed to have some legs this month with the S&P500 up 1.91% for the month, bringing the YTD gain to 9.84%, excluding dividends. Like a fine...
by Wellvest | Aug 7, 2025 | Public Company INDEX
HIGHLIGHTSThe not so faint rumbling of the proverbial “animal spirits” grew from a whisper to that of a lively party in the month of July. Meme stocks, short squeezes, crypto bulls and heavy buying of select tech names pushed the S&P500 to a 7.78% YTD gain up from...
by Wellvest | Jul 9, 2025 | Public Company INDEX
A CONFUSED SEA STATE Mariners, merchant marines and experienced amateur sailors alike, loath the dreaded “confused sea state”. Which refers to a chaotic ocean surface where waves come from multiple directions, often with varying heights and periods. This results in a...
