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Wellvest Capital’s Health and Wellness Public Company Index – January 2025

Wellvest Capital’s Health and Wellness Public Company Index – January 2025

by Wellvest | May 2, 2025 | Public Company INDEX

HIGHLIGHTS Macro factor uncertainty dominated the equity markets in January 2025. The bullish sentiment ground the S&P500 index higher most of the month only to hit some speed bumps post inauguration. The fast and furious pace of Presidential executive orders and...
Wellvest Capital – Health and Wellness Public Company Index H2 2024 – Performance Recap

Wellvest Capital – Health and Wellness Public Company Index H2 2024 – Performance Recap

by Wellvest | Jan 13, 2025 | Public Company INDEX

POLITICS PUTS HEALTH AND WELLNESS IN SPOTLIGHT For most of the second half of 2024 Wellvest Capital’s Health and Wellness Public Index (WVC H&W Index) generally followed the dance steps of the S&P 500. Heading into the peak of the Presidential election the...
Wellvest Capital – H&W Public Index Report November 2024

Wellvest Capital – H&W Public Index Report November 2024

by Wellvest | Dec 6, 2024 | Public Company INDEX

HIGHLIGHTS November was all about the Presidential election. President Elect Trump’s pro-business stance was met with euphoria on Wall Street. The S&P500 was up 5.73% for the month bringing the year to date total increase to 26.47%, excluding dividends. The...
Wellvest Capital – H&W Public Index Report October 2024

Wellvest Capital – H&W Public Index Report October 2024

by Wellvest | Dec 6, 2024 | Public Company INDEX

HIGHLIGHTS Once again, the S&P500 confounded the pundits in the month of October. The consensus view (at least on mainstream media) was that October would be a volatile and sharply down month. This was not the case as the large cap index stayed in a narrow range...
Wellvest Capital – H&W Public Index Report September 2024

Wellvest Capital – H&W Public Index Report September 2024

by Wellvest | Dec 6, 2024 | Public Company INDEX

HIGHLIGHTS September has a long history of volatility for the stock market and this year did not disappoint. The headline driver was the 50bps drop in interest rates by the Fed on the 18th. Leading up to this the market became fixated on every ounce of economic news,...
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