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
2019 Q3 Quarterly Commentary & Opinion
We have achieved very solid returns through the first three quarters of 2019. Our composite total return was a positive 13.75%, which includes our 72% equity position, cash and U.S. Treasury Notes of approximately 24%, along with gold and platinum positions of approximately 4%. Our equity position returned a positive 17.75%.
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Archives
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
