by Wellvest | Sep 5, 2024 | Blog, News
December 6, 2023 “IF I HAD ASKED PEOPLE WHAT THEY WANTED, THEY WOULD HAVE SAID FASTER HORSES.”– HENRY FORD IT’S BEEN A JOURNEY The August 5, 2024, edition of Barron’s Up & Down Wall Street column was titled “How Whole Foods Revolutionized the Way...
by Wellvest | Sep 3, 2024 | Public Company INDEX
HIGHLIGHTS If you were on the beach in early August, you missed it! The S&P500 started with a nasty draw down of ~8.5% from its late July peak of 5,667. The spike down during the first few days of the month was dominated by a HUGE increase in volatility with the...
by Wellvest | Aug 6, 2024 | Public Company INDEX
HIGHLIGHTS The Wellvest H&W Public Company Index faded in July, going down 1.91% for the month bringing the YTD return to a positive 1.62%, excluding dividends. The S&P500 had a volatile month but ended with a 1.13% gain adding to a strong year, YTD 15.78%...
by Wellvest | Jul 11, 2024 | Public Company INDEX
UPSIDE SURPRISE FOR THE S&P 500 Coming into 2024, few would have predicted a 14.48% return, excluding dividends, for the S&P 500 in the first half of the year. A handful of bullish factors combined to overrun the bears resulting in outstanding performance. The...
by Wellvest | Jun 19, 2024 | Blog, News
December 6, 2023 “LEARN THE FUNDAMENTALS OF THE GAME AND STICK TO THEM. BAND-AID REMEDIES NEVER LAST.”– JACK NICKLAUS NO REST FOR THE WEARY The health and wellness industry has faced considerable challenges over the last many years. At an industry level,...
