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
2023 Q1 Quarterly Commentary & Opinion
Our 2023 Q1 composite total return was 3.21% through March 31, 2023. The S&P 500 total return was 7.50% and the DJIA was .91%. Taking a longer-term look at our investment performance, our 12-month composite total return through March 31, 2023, was -1.08% vs. -7.73% for the S&P 500 and -2.15% for the DJIA. Importantly, our 3-year average annual composite total return through March 31, 2023, was 16.50% and our 5-year average annual total return was 9.80%. Our very solid total returns were also 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 the past 12 months, 3 years, 5 years, and 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. Risk-adjusted outperformance* has always been our goal, and consistently achieving it is foundational to our value proposition for clients.
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Archives
2022 Annual Commentary & Opinion
2022 Q3 Quarterly Commentary & Opinion
2022 Q2 Quarterly Commentary & Opinion
2022 Q1 Quarterly Commentary & Opinion
2021 Q4 Quarterly Commentary & Opinion
2021 Q3 Quarterly Commentary & Opinion
2021 Q2 Quarterly Commentary & Opinion
2021 Q1 Quarterly Commentary & Opinion
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
2018 Q3 Quarterly Commentary & Opinion
2018 Q2 Quarterly Commentary & Opinion
2018 Q1 Quarterly Commentary & Opinion
