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Wellvest Capital – H&W Public Index Report July 2024

Wellvest Capital – H&W Public Index Report July 2024

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%...
Wellvest Capital’s Health and Wellness Public Company Index H1 2024 Performance Recap

Wellvest Capital’s Health and Wellness Public Company Index H1 2024 Performance Recap

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...
LIFE AFTER INFLATION OR WHAT HAPPENS WHEN I CAN NO LONGER TAKE PRICE

LIFE AFTER INFLATION OR WHAT HAPPENS WHEN I CAN NO LONGER TAKE PRICE

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,...
Wellvest Capital – H&W Public Index Report May 2024

Wellvest Capital – H&W Public Index Report May 2024

by Wellvest | Jun 3, 2024 | Public Company INDEX

HIGHLIGHTS The Wellvest H&W Public Company Index made a long-awaited comeback delivering a 6.71% return for the month vs. the S&P500 4.80%, excluding dividends. The index was buoyed by a few outsized winners including Vital Farms (VITL) with a 54.75% gain,...
Wellvest Capital – H&W Public Index Report April 2024

Wellvest Capital – H&W Public Index Report April 2024

by Wellvest | May 1, 2024 | Public Company INDEX

HIGHLIGHTS “April is the cruelest month” is a good description of what just transpired over the last four weeks with the S&P500 down 4.16% for the month reducing the YTD gain to 5.57%. While T.S. Eliot was not concerned with the stock market, April is historically...
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Recent Posts

  • Health and Wellness Inflation Pivot – Nov 2022
  • How the Economy Impacts Health and Wellness
  • Wellvest Capital – H&W Public Index Report November 2023
  • Wellvest Capital – H&W Public Index Report April 2024
  • Wellvest Capital’s Health and Wellness Public Company Index H1 2024 Performance Recap

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