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 Q2 Quarterly Commentary & Opinion
We achieved very solid returns during the first half of 2019. Our composite total return was a positive 11.91%, which includes our cash and 1 Year U.S. Treasury Note position of approximately 21%. Our equity position returned a positive 15.28%. The total returns on the DJIA and S&P 500 were 15.4% and 18.54%, respectively. Since the inception of the firm in October of 2012, our composite total return has averaged 10.1% annually, net of fees. Our equity positions have averaged 12.43%, since inception.
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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
