by Wellvest | Feb 3, 2026 | Public Company INDEX
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...
by Wellvest | Jan 8, 2026 | Articles, Public Company INDEX
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%...
by Wellvest | Dec 1, 2025 | Public Company INDEX
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...
by Wellvest | Nov 3, 2025 | Public Company INDEX
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...
by Wellvest | Oct 3, 2025 | Public Company INDEX
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...
by Wellvest | Sep 3, 2025 | Public Company 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...
