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
1.60

365 days

Manager performance
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16.1%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. The teflon stock market recovery carries on

    18 November 2014

    Corporate earnings and a strong economy are supporting the stock market.

  2. Pandemics rarely infect stock markets 21 October 2014
  3. Key takeaways for investors as unemployment drops below 6% 3 October 2014
  4. Get ready for the summer market doldrums 15 July 2014
  5. Why stocks look good for the long haul 28 April 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.