WVC H&W Public Co. Index

HIGHLIGHTS The Wellvest H&W Index held its’ own against a volatile S&P500 for the month of November. Both the H&W index and the S&P500 had very slight gains of 0.14% and 0.10% (excluding dividends) for the month respectively. The H&W Index continues to have a wide...

HIGHLIGHTS For the Wellvest H&W Index it was another “lather, rinse, repeat” month as the S&P500 grinded higher and the Wellvest H&W Index grinded lower. The H&W index once again lost ground to the S&P500 for the month, gapping to a negative 33.73% for the year. The...

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...

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...

The 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 5.50% on May 31, excluding dividends. The Wellvest H&W Index did not reciprocate, shedding…

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...

HIGHLIGHTS Mr. Market continued the impressive rally from late April. The S&P500 finished the month of May up 6.15% for the month and positive 0.51% YTD, excluding dividends. The last time we got a monthly pop this big was back in the early 1990’s. The Wellvest...

HIGHLIGHTS Since the bottom put in on April 21st, the S&P500 has rebounded from a YTD -12.30 to a YTD -5.31 as of April 30, 2025. An impressive rally after what felt like a near death experience given the massive jump in yields at the time. While not as volatile,...