Wellvest Capital’s Health and Wellness Public Company Index – April 2025
HIGHLIGHTS Since the bottom put in on April 21st, the S&P500 has rebounded from a YTD -12.30 to a YTD -5.31 as of April 30, 2025. An impressive rally after what felt like a near death experience given the massive jump in yields at the time. While not as volatile,...
Wellvest Capital’s Health and Wellness Public Company Index – March 2025
TARIFFS IMPACT INCONSISTENT ACCROSS HEALTH AND WELLNESS SECTOR President Trump’s tariff announcement on Wednesday April 2, 2025, shocked financial markets driving down stocks across the board by more than 10% over two trading days. The Wellvest H&W Index was...
Wellvest Capital’s Health and Wellness Public Company Index – February 2025
HIGHLIGHTS Announcements from The White House and earnings kept investors on edge during the shortest month of the year. The intense news cycle and earnings surprises raised the VIX from about 16 to just under 20 at month end. The SP500 lost ground, dropping 1.42% for...
Wellvest Capital’s Health and Wellness Public Company Index – January 2025
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
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
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
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
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,...
Wellvest Capital – H&W Public Index Report August 2024
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...