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
2.01

365 days

Manager performance
0.00727,0.00536,-0.00597,-0.01544,0.00222,0.00019,-0.00411,0.00024,0.00606,0.00119,-0.00001,0.00702,0.00800,0.00279,-0.00232,0.00338,0.00530,0.00330,0.00990,-0.00353,-0.00582,-0.00354,-0.00273,-0.00136,0.00107,-0.00499,-0.00424,0.00721,-0.00261,-0.00931,0.00400,-0.00611,-0.01133,0.00111,0.02088,0.00619,0.00395,-0.00693,0.01209,0.00694,0.00134,0.00291,0.00543,-0.00460,0.00335,0.00662,0.00152,0.00372,-0.00666,-0.00095,0.00139,0.00190,-0.00178,0.00251,-0.01160,0.01484,0.00030,-0.00310,0.00381,0.00346,0.00462,-0.00210,0.00005,-0.00281,0.00848,0.00210,0.00020,-0.00188,0.00156,-0.00145,-0.00346,-0.00341,-0.00087,-0.00556,0.01251,0.00321,-0.00317,-0.01341,-0.00299,-0.00170,0.00636,-0.00252,0.01505,0.00179,0.00450,0.00694,0.00390,0.00388,0.00102,0.00085,0.00200,-0.01016,0.00071,-0.00227,0.00555,0.00034,0.00012,-0.00126,-0.00805,0.00862,0.00752,0.00050,-0.00590,0.00332,-0.00396,-0.00903,-0.01721,-0.00183,0.00290,-0.00795,0.00906,-0.00712,-0.02187,0.00834,-0.00032,0.01111,0.00976,0.00075,0.01081,-0.00104,0.00364,0.00343,-0.00139,-0.00954,0.00551,-0.00141,0.00416,-0.00245,0.00151,0.00327,0.00289,-0.00703,0.01453,0.00064,0.00230,0.00438,-0.00050,-0.00511,0.00007,-0.00947,-0.00071,0.00983,0.00664,-0.00345,0.00784,0.00003,-0.00264,0.00570,-0.00568,-0.00111,0.00554,0.00756,0.00269,0.00121,0.00052,-0.01050,-0.00988,0.00320,0.00806,-0.01697,-0.00701,0.00602,0.00707,0.00849,0.00180,0.00201,0.00403,-0.00038,0.00132,-0.00596,0.00605,0.00450,0.00129,-0.00126,-0.00120,0.00007,-0.00979,0.00832,-0.00108,-0.00114,0.00845,-0.00021,-0.00481,-0.00560,0.00346,0.00283,-0.00559,0.00754,0.00206,0.00341,0.00428,-0.00059,0.00470,0.00173,0.00123,0.00029,0.00111,0.00632,0.00495,0.00434,0.00134,-0.00509,-0.00439,0.00360,0.00593,0.00328,0.00429,0.00119,0.00563,-0.00099,-0.00677,0.00368,-0.00209,0.00138,0.00098,0.00613,-0.00287,0.00434,-0.00290,-0.00525,0.00205,-0.00228,0.00061,0.00282,0.00042,0.00498,-0.01180,0.00904,-0.00316,0.00488,-0.00115,0.00209,-0.00315,-0.00112,-0.00261,-0.00361,-0.01782,-0.00401,0.00510,-0.00940,0.00182,-0.00645,0.01074,0.00652,-0.00043,0.00645,0.00302,0.00128,0.00737,0.00365,0.00315,0.00374:#0c3557:Manager 0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297:#c8c8c8:S&P_500
19.1%

365 days

Risk score

1% fee
$30,000 minimum


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.