Nathan Winklepleck, CFA

Nathan Winklepleck, CFA

Nathan is a Portfolio Manager and Investment Analyst at Donaldson Capital Management. He helps individual clients generate income in retirement. He lives in Indianapolis with his wife and three kids.

Valuation Ratio Experiment: 2020 in Review

Since May 2020, we’ve been having a friendly competition between a few popular valuation ratios including dividend yield vs. shareholder yield. How has each of these portfolios performed through December 31, 2020?