The Kondracki Advisory Quarterly Commentary & Opinion is a commentary on markets and economic matters as they relate to the specific investments that we hold in our model portfolio. The Commentary also outlines any changes to our model portfolio and our thoughts on potential changes and opportunities going forward.
Latest
2020 Q1 Quarterly Commentary & Opinion
Markets have been extremely volatile and challenging during the first quarter. The total returns on the S&P 500, DJIA and Russell 1000 Value Index were -19.76%, -22.73%, -26.73%, respectively. Our portfolios have significantly outperformed the market during this difficult period, with a composite total return of -12.23%. Moreover, our performance has improved since the end of the quarter: through April 6, 2020, our composite total return is -9.8%. Importantly, from the market’s January peak, through April 6, 2020, we have outperformed the S&P 500 by nearly 14%, net of fees. As a result, our YTD, 1 yr. and 3 yr. annualized total returns as of 4/6/2020 have exceeded market returns, with just one half the volatility of the S&P 500. In addition, our portfolio performance, when measured against the Large Cap Value investing universe, including Mutual Funds, Index Funds and ETFs, would rank us in the top 1% for every measurable time frame since the inception of our firm in December of 2012.Download PDF
Archives
2019 Q4 Quarterly Commentary & Opinion
2019 Q3 Quarterly Commentary & Opinion
2019 Q2 Quarterly Commentary & Opinion
2019 Q1 Quarterly Commentary & Opinion
2018 Q4 Quarterly Commentary & Opinion
2018 Q3 Quarterly Commentary & Opinion
2018 Q2 Quarterly Commentary & Opinion
2018 Q1 Quarterly Commentary & Opinion
