Kondracki Advisory
  • The History of Kondracki Advisory
  • MoneyMorality®
  • Investment Objective
  • Investment Process
  • Model Portfolio & Performance (PDF)
  • Fee Structure
  • Custody of Assets
  • Quarterly Commentary & Opinion
  • Articles by Chris Kondracki
  • Client Login
  • Contact Us
  • Disclousure

Sign up for portfolio updates and Quarterly Commentary


Email
Please enter a valid email address.


Submit

Kondracki Advisory linkedin|REFER FRIENDS AND FAMILY|CLIENT LOGIN|CONTACT US|DISCLOSURE

2021 Q2 Quarterly Commentary & Opinion

Dear Clients of Kondracki Advisory,


Our composite total return through June 30th was 12.01%. Our equity positions achieved a 15.34% total return. The total returns on the S&P 500, DJIA, and Russell 1000 Value Index were 15.25%, 13.79%, and 17.05%, respectively.

We have maintained an average cash position of approximately 20% this year. Although this decision has held back our total returns relative to the market, our cash position provides us with considerable downside protection, and the ability to be opportunistic buyers – we recently added three new positions to our portfolios, Oracle, Home Depot and Visa. Our conservative approach to investing in equities has been successful, and, I believe, a very prudent approach to growing and protecting our wealth. We have achieved much of the upside of the market, but
with far less risk and greatly reduced volatility.

Download Commentary

Kondracki Advisory

Kondracki Advisory, LLC
Investment Management

190 Lincoln Street (Route 3A)
Hingham, MA 02043
781.556.5304 tel
781.556.5307 fax

© 2023 Kondracki Advisory, LLC

Kondracki Advisory
LLC Brochure
(Download PDF)
Download our brochure
  • Home
  • Client Login
  • MoneyMorality®
  • Investment Objective
  • Investment Process
  • Fee Structure
  • Custody of Assets
  • Quarterly Commentary
  • Contact Us
  • Disclosure