by Wellvest | Jun 5, 2023 | Public Company INDEX
Wellvest Capital H&W Index April 2023 Performance Recap May 2023 up 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...
by Wellvest | Jun 5, 2023 | Public Company INDEX
Wellvest Capital H&W Index April 2023 Performance Recap April 2023 RETAILERS 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...
by Wellvest | Jun 5, 2023 | Public Company INDEX
Wellvest Capital H&W Index Q1 2023 Performance Recap March 2023 SUPPLEMENTS 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...
by Wellvest | Feb 9, 2023 | Public Company INDEX
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...
by Wellvest | Jul 19, 2022 | Public Company INDEX
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...
by Wellvest | Feb 2, 2022 | Public Company INDEX
January 31, 2022 WELLNESS 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...
