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
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.
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2021 Q1 Quarterly Commentary & Opinion
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2020 Q2 Quarterly Commentary & Opinion
2020 Q1 Quarterly Commentary & Opinion
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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
