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.
Custom Index Funds - March 2021 Update
How have the experimental valuation portfolios done to start 2021?
Do High Short Interest Stocks Beat the Market?
What does data from 1987 to 2021 tell us about stocks with high short interest (like GME)?
Valuation Ratio Portfolio - January 2021 Portfolio Update
How has shareholder yield done compared do dividend yield so far in 2021? How about P/E ratio and other valuation metrics?
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?
QYLD & 11% Yields: Can Covered Calls Replace Bonds? 🤔
Can the 11%-yielding QLYD be a good bond substitute? Covered calls can be worthy investments, but under which conditions?
Smart Money, Part II: Seth Klarman (Baupost Group)
Stock Ideas: Opportunity in HD Supply (HDS) & Concerns with Healthcare REITs (VTR, HCA)
Is the Stock Market Overvalued? 🤔
What 70 years of earnings & interest rates tell us about today's stock prices
Stock Market Corrections: A Survival Guide 📉
7 Extremely Practical Tips to Weathering Stock Market Volatility
The Experimental Portfolios vs. S&P 500: October Performance Update
Two of the six portfolios outperforming the S&P 500 since May. Which are they? Dividend yield vs. shareholder yield vs. P/E vs. Buffett yield vs. "The Whale"