Wellvest Capital – H&W Public Index Report March 2026
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...
Wellvest Capital’s Health and Wellness Public Company Index – February 2026
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...
Wellvest Capital’s Health and Wellness Public Company Index – January 2026
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 large cap...
Wellvest Capital’s Health and Wellness Public Company Index – H2 2025 PERFORMANCE RECAP
ENDLESS GRIND UPWARD The equity markets’ performance over the second half of 2025 had a remarkable disconnect from the perceived reality of market pundits which cried wolf of an eminent crash around every corner. For the year 2025 the S&P500 index was up 16.39%...
Wellvest Capital’s Health and Wellness Public Company Index – November 2025
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...
Wellvest Capital’s Health and Wellness Public Company Index – October 2025
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...
Wellvest Capital’s Health and Wellness Public Company Index – September 2025
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...
Wellvest Capital’s Health and Wellness Public Company Index – August 2025
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...
Wellvest Capital’s Health and Wellness Public Company Index – July 2025
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…