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 Q2 Quarterly Commentary & Opinion
Dear Clients and Friends of Kondracki Advisory,
In what has been a volatile first half of the year for the stock and bond markets, our year-to-date composite total return through June 30, 2022, was -7.05%, vs. -19.96% for the S&P 500 Index, -14.44% for the DJIA, and -29.51% for the Nasdaq. Taking a longer term look at our investment performance, our one-year total return through June 30 was 1.80% vs. -10.62% for the S&P 500 Index. Our three-year and five-year average annual total returns through June 30 are 10.30% and 10.20%, respectively, and have been achieved with nearly 40% less volatility than that of the stock market. Our portfolios have generated very significant alpha relative to the S&P 500 over every measured time frame since the inception of our firm.
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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
