WVC H&W Public Co. Index

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,...

TARIFFS IMPACT INCONSISTENT ACCROSS HEALTH AND WELLNESS SECTOR President Trump’s tariff announcement on Wednesday April 2, 2025, shocked financial markets driving down stocks across the board by more than 10% over two trading days. The Wellvest H&W Index was...

HIGHLIGHTS Announcements from The White House and earnings kept investors on edge during the shortest month of the year. The intense news cycle and earnings surprises raised the VIX from about 16 to just under 20 at month end. The SP500 lost ground, dropping 1.42% for...

HIGHLIGHTS Macro factor uncertainty dominated the equity markets in January 2025. The bullish sentiment ground the S&P500 index higher most of the month only to hit some speed bumps post inauguration. The fast and furious pace of Presidential executive orders and...

POLITICS PUTS HEALTH AND WELLNESS IN SPOTLIGHT For most of the second half of 2024 Wellvest Capital’s Health and Wellness Public Index (WVC H&W Index) generally followed the dance steps of the S&P 500. Heading into the peak of the Presidential election the...