by Wellvest | Nov 3, 2023 | Public Company INDEX
HIGHLIGHTS The downward trend that started in August continued in October characterized by a significant underperformance to the S&P500. The S&P500 was down 2.2% for the month leaving the index up 9.7% year to date, excluding dividends. The WVC H&W Index...
by Wellvest | Aug 23, 2023 | Public Company INDEX
HIGHLIGHTS The WVC H&W Index gained ground in July relative to the S&P500. The WVC H&W Index returned 5.48% for the month, raising the YTD performance to 6.64%, excluding dividends. The S&P500 gained 3.11% in July rounding out the YTD gain of 20.0% for...
by Wellvest | Aug 23, 2023 | Public Company INDEX
A.I. AND MACRO STORY DOMINATE What began as a promising start for the Wellvest Health and Wellness Public Company Index (“WVC H&W Index”) quickly faded as the calendar turned to late Spring with the index retreating from a 19.5% high in early February to a 1.0%...
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...
