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 Q1 Quarterly Commentary & Opinion
Our portfolios performed very well in what was a challenging and volatile first quarter for the stock and bond markets. Our composite total return through March 31, 2022, was 1.37%, vs. a -4.62% return for the S&P 500 Index and a -4.14% return for the DJIA. The Nasdaq was -9.10%. Our equity positions achieved a total return of 1.92%. Our average cash position of 23% helped protect against the stock market downside while also allowing us to be opportunistic buyers during periods of significant market volatility. We are accomplishing our stated goals of achieving a reasonable return with protection of principal and have done so since the inception of the Firm.
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Archives
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
