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 | May 25, 2023 | Blog, News
May 25, 2023 A Three-Part Series Using high-profile and famous people to add validity to a brand and increase sales has been around since Royal families allowed their suppliers to add “Royal warrants” to their products centuries ago. In the 1880’s actor and socialite...
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 | Nov 30, 2022 | Blog
November 30 , 2022 VMS AS A PROXY Back in October Wellvest wrote: “Historically during these periods[of high inflation and a protracted economicslowdown]consumers have moved down market to more affordable offerings, including more value-oriented brands and private...
