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2022 Q3 Quarterly Commentary & Opinion

Dear Clients and Friends of Kondracki Advisory Investment Management,


In what has been a very volatile year thus far for the stock and bond markets, our year-to-date composite total return through October 7, 2022, is -8.80%, vs. -22.73% for the S&P 500 Index, -18.18% for the DJIA, and -32.30% for the Nasdaq. The iShares Core U.S. Bond ETF (AGG) returned -14.70%. Taking a longer term look at our investment performance, our one-year composite total return through October 7 is -1.65% vs.-16.04% for the S&P 500 Index, and -14.59% for the Aggregate Bond Index. Our three-year and five-year average annual composite total returns through October 7 are 9.65% and 8.70%, respectively, and have been achieved with nearly 40% less volatility than that of the stock market. Our portfolios have generated significant alpha relative to the S&P 500 over every measured time frame since the inception of our firm and have demonstrated superior downside protection as compared to the S&P 500 Index during periods of considerable market volatility. This has always been our goal, and consistently achieving it is foundational to our value proposition for clients. 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

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