by Wellvest | May 2, 2025 | Public Company INDEX
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,...
by Wellvest | May 2, 2025 | Public Company INDEX
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...
by Wellvest | May 2, 2025 | Public Company INDEX
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...
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...
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...
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...
