by Wellvest | Jun 3, 2024 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Public Company Index made a long-awaited comeback delivering a 6.71% return for the month vs. the S&P500 4.80%, excluding dividends. The index was buoyed by a few outsized winners including Vital Farms (VITL) with a 54.75% gain,...
by Wellvest | May 1, 2024 | Public Company INDEX
HIGHLIGHTS “April is the cruelest month” is a good description of what just transpired over the last four weeks with the S&P500 down 4.16% for the month reducing the YTD gain to 5.57%. While T.S. Eliot was not concerned with the stock market, April is historically...
by Wellvest | Apr 2, 2024 | Public Company INDEX
HIGHLIGHTS The S&P500 keeps grinding higher with a 3.10% gain for the month bring the YTD return to 10.16%, excluding dividends. The Wellvest H&W Index rebounded smartly for the month, returning 5.45% to bring the YTD loss to 0.91%. The headline news over the...
by ronseel | Mar 4, 2024 | Public Company INDEX
HIGHLIGHTS The S&P500 continued its strong start to the year with a 5.17% gain for the month bring the YTD return to 6.84%, excluding dividends. The Wellvest H&W Index delivered a modest gain, bringing the YTD loss to 6.41%, up 1.11% for the month. Two...
by Wellvest | Feb 2, 2024 | Public Company INDEX
HIGHLIGHTS It’s been an interesting start to 2024. The S&P500 came out of the gate down for the first six trading days of the year only to rally into month end to close with a 1.59% gain, excluding dividends. The Wellvest H&W Index stumbled out of the box...
by ronseel | Jan 18, 2024 | Public Company INDEX
Roller Coaster Ride Continued in Second Half INTEREST RATE OUTLOOK LIFTS ALL SHIPS The Wellvest Health and Wellness Public Company Index (“WVC H&W Index”) was heavily influenced by the interest rate outlook. By year end the index experienced a modest uptick from...
