Quarterly Commentary & Opinion
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
2022 Annual Commentary & Opinion
Our 2022 composite total return was -2.97%, which compares very favorably to the -18.14% return for the S&P 500 Index, -6.98% return for the DJIA, -33.10% return for the Nasdaq, and -13% total return for bonds*. Taking a longer term look at our investment performance, our three-year average annual composite total return through December 31, 2022, was 9.87%, vs.7.66% for the S&P 500 Index and was achieved with nearly 40% less volatility than that of the S&P 500. Our portfolios have generated significant alpha (risk-adjusted returns) 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, with 2022 being another very good example. Risk-adjusted outperformance has always been our goal, and consistently achieving it is foundational to our value proposition for clients. Download Commentary
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2022 Q3 Quarterly Commentary & Opinion
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2021 Q4 Quarterly Commentary & Opinion
2021 Q3 Quarterly Commentary & Opinion
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2020 Q4 Quarterly Commentary & Opinion
2020 Q3 Quarterly Commentary & Opinion
2020 Q2 Quarterly Commentary & Opinion
2020 Q1 Quarterly Commentary & Opinion
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
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2018 Q2 Quarterly Commentary & Opinion
2018 Q1 Quarterly Commentary & Opinion
