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...
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,...
by Wellvest | Sep 3, 2024 | Public Company INDEX
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...
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%...
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...
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,...
