Sign up for portfolio updates and Quarterly Commentary
2022 Q2 Quarterly Commentary & Opinion
Dear Clients and Friends of Kondracki Advisory,
In what has been a volatile first half of the year for the stock and bond markets, our year-to-date composite total return through June 30, 2022, was -7.05%, vs. -19.96% for the S&P 500 Index, -14.44% for the DJIA, and -29.51% for the Nasdaq. Taking a longer term look at our investment performance, our one-year total return through June 30 was 1.80% vs. -10.62% for the S&P 500 Index. Our three-year and five-year average annual total returns through June 30 are 10.30% and 10.20%, respectively, and have been achieved with nearly 40% less volatility than that of the stock market. Our portfolios have generated very significant alpha relative to the S&P 500 over every measured time frame since the inception of our firm.
