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,...
by Wellvest | May 1, 2024 | Public Company INDEX
HIGHLIGHTS “April is the cruelest month” is a good description of what just transpired over the last four weeks with the S&P500 down 4.16% for the month reducing the YTD gain to 5.57%. While T.S. Eliot was not concerned with the stock market, April is historically...
by Wellvest | Apr 2, 2024 | Public Company INDEX
HIGHLIGHTS The S&P500 keeps grinding higher with a 3.10% gain for the month bring the YTD return to 10.16%, excluding dividends. The Wellvest H&W Index rebounded smartly for the month, returning 5.45% to bring the YTD loss to 0.91%. The headline news over the...
by Wellvest | Feb 2, 2024 | Public Company INDEX
HIGHLIGHTS It’s been an interesting start to 2024. The S&P500 came out of the gate down for the first six trading days of the year only to rally into month end to close with a 1.59% gain, excluding dividends. The Wellvest H&W Index stumbled out of the box...
