WVC H&W Public Co. Index

HIGHLIGHTS After taking a hiatus for the last few years this August the markets returned to their historical late summer doldrums. After generating a nice little pop, +1.48%, on the first trading day of the month the large cap S&P 500 Index stayed in a relatively...

HIGHLIGHTS The headline news that earlier in the year; wars, inflation, geopolitical instability; that dominate the markets on a tick-by-tick basis, has continued unabated. In contrast, the markets now appear to be desensitized to these soundbites and more focused on...

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...

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...

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...

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...

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...

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...