WVC H&W Public Co. Index

Wellvest Capital H&W Index April 2023 Performance Recap May 2023up less than 1% YTD, which is slightly ahead of the Russell 2000 Index. While it’s unfortunate that the WVC H&W Index could not hold on to its impressive gains from earlier in the year, its performance is...

Wellvest Capital H&W Index April 2023 Performance Recap April 2023RETAILERS AND “MLM” IN FOCUS The companies in the WVC H&W Index that directly face off with consumers; sector focused retailers and Multi-Level-Marketers (MLM) did well but the underlying components had...

Wellvest Capital H&W Index Q1 2023 Performance Recap March 2023SUPPLEMENTS IN FOCUS The companies in the WVC H&W Index that focus on nutritional supplements had a strong performance in Q1 2023. As a group they delivered an 11.2% return on an equal weighted basis,...

January 31, 2022 Profitability Dominates Unprofitable Innovation and Growth PENDULUM SWINGS WIDE There is no sugarcoating the unhealthy 2022 stock performance of the WVC H&W Index. For the year the index was down 35.06% (excluding dividends) as compared to the...

July 19 , 2022 Underperformance Continues as High Growth Falls Out of Favor “The BIG themes – the pandemic, inflation, labor shortages and supply chain disruptions are unlikely to magically disappear over the next twelve months, with some luck they may diminish in...

January 31, 2022WELLNESS MOMENTUM FADES At the start of 2021, the COVID driven momentum in health and wellness pushed the WVC H&W Index to its calendar year peak gain of 17% in early February, besting the S&P500 by about 12% at the time. This outperformance...

November 9, 2021PAST IS PROLOGUE The health and wellness movement traces its roots back to the late 1960’s and early 1970’s, it emerged from the counter-culture revolution of the period. The “hippies” were getting back to nature and seeking food and other goods that...