Wellvest Capital’s Health and Wellness Public Company Index – H1 2026 Performance Recap
DISPERSION IS THE STORY OF THE DAY On the surface the WVC Health & Wellness Index was close to flat, only down 1.3% on an equalweighted basis over the six months ending June 30, 2026 while the S&P 500 climbed 9.6% (both figures excluding dividends). But for...
Wellvest Capital – H&W Public Index Report May 2026
HIGHLIGHTS May 2026 witnessed the slight fading of the Iran war’s dominance over the markets and the increase in the next layer of AI’s impact on the tech ecosystem. The S&P 500 gained 4.48% for the month, propelled upward by old-line technology names like Dell...
Wellvest Capital – H&W Public Index Report April 2026
HIGHLIGHTS Once again financial markets in April 2026 were dominated by the developments in the Iran war, although it appears this is having less influence over time as the market moves on to other themes, namely earnings and AI. The S&P 500 gained 10.4% for the...
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...