TIM Profile Picture
  • Education University or Portland; Washington State University
  • Qualifications MBA, BA, CFA
  • Investment Experience Over 25 years
  • Founded 2005
  • Company Name Timberline Investment Management
  • Number of Employees 1
  • Website http://timberlineinvestm…
  • 31031 SW Riverlane Rd.
  • West Linn
  • Oregon
  • United States
  • 97068
  • Company website with additional …
Manager Disclosure Document

Timberline Investment Management

Investment Adviser

Investment portfolio

Timberline Investment Management Dividend and Growth

See full details
  • Strategy
    Yield
Sharpe ratio
1.17

365 days

Manager performance
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13.2%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Has the US jobs growth machine misfired?

    8 April 2015

    The Fed may need to factor in jobs growth into monetary policy plans.

  2. Why the Fed may raise rates in June 12 March 2015
  3. Jobs and cheap energy will power US stocks 10 February 2015
  4. The Fed is on pace to raise rates in July 13 January 2015
  5. The teflon stock market recovery carries on 18 November 2014

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Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.