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Letter from Mike Hull, President

12.09.2021

Investing is more than chasing the highest returns. We invest our clients’ money to achieve specific objectives. Because many DCM clients have been looking for a more aggressive strategy, DCM’s Investment Policy Committee brings you Sequoia, a new strategy designed for investors willing to accept more risk to potentially build wealth faster.  

From a universe of companies that Institutional Investors have committed the most money, we use Competitive Advantage, Momentum, and Predictability – the same principles we have applied to our Rising Dividend portfolios – to select 20 stocks.  

Sequoia is not appropriate for every investor: 

  • It will experience more volatility than other DCM strategies. 

  • It will own non-dividend-paying companies, so is not appropriate for accounts that need to produce income. 

  • It will take short-term capital gains, making it most appropriate for non-taxable accounts like IRAs, Donor-Advised Funds, and charitable trusts.  

If, after reviewing the enclosed brochure, you’d like to hear more, let your Advisor know. You will not get a sales pitch. Since no one at DCM will benefit financially if you decide to use Sequoia, you will get unbiased advice.  

Blessings to you and yours, 

Mike Hull

This report was prepared by Donaldson Capital Management, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information in these materials are from sources Donaldson Capital Management, LLC deems reliable, however we do not attest to their accuracy.

An index is a portfolio of specific securities, the performance of which is often used as a benchmark in judging the relative performance to certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown. Past performance is not a guarantee of future results. The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation by Donaldson Capital Management, LLC.

S&P 500: Standard & Poor’s (S&P) 500 Index. The S&P 500 Index is an unmanaged, capitalization-weighted index designed to measure the performance of the broad U.S. economy through changes in the aggregate market value of 500 stocks representing all major industries.