by ronseel | Mar 4, 2024 | Public Company INDEX
HIGHLIGHTS The S&P500 continued its strong start to the year with a 5.17% gain for the month bring the YTD return to 6.84%, excluding dividends. The Wellvest H&W Index delivered a modest gain, bringing the YTD loss to 6.41%, up 1.11% for the month. Two...
by Wellvest | Feb 2, 2024 | Public Company INDEX
HIGHLIGHTS It’s been an interesting start to 2024. The S&P500 came out of the gate down for the first six trading days of the year only to rally into month end to close with a 1.59% gain, excluding dividends. The Wellvest H&W Index stumbled out of the box...
by ronseel | Jan 18, 2024 | Public Company INDEX
Roller Coaster Ride Continued in Second Half INTEREST RATE OUTLOOK LIFTS ALL SHIPS The Wellvest Health and Wellness Public Company Index (“WVC H&W Index”) was heavily influenced by the interest rate outlook. By year end the index experienced a modest uptick from...
by Wellvest | Dec 7, 2023 | Public Company INDEX
HIGHLIGHTS The macro narrative around interest rates, inflation, employment, and geo-political concerns pivoted to fuel a strong market rally in November. The downward trend that started in August reversed course generating an 8.9% increase to the S&P500 for the...
by Wellvest | Dec 7, 2023 | Public Company INDEX
HIGHLIGHTS September is living up to its reputation as the worst performing month for the stock market since 1945. This year was no exception with the S&P500 down 4.87% for the month leaving the index up 12.13% year to date, excluding dividends. The WVC H&W...
by Wellvest | Dec 7, 2023 | Public Company INDEX
HIGHLIGHTS In August, the WVC H&W Index gave back much of the ground it had gained relative to the S&P500. The WVC H&W Index returned a negative 6.45% for the month, dropping the YTD performance to a positive 0.57%, excluding dividends. The S&P500 lost...
