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
1.16

365 days

Manager performance
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,-0.00312,0.00332,0.00102,0.00107,-0.00155,0.00344,0.00002,-0.00176,-0.00189,0.00413,-0.00336,-0.00666,0.00472,0.00158,-0.00405,0.00181,0.00548,0.00456,0.00663,-0.00161,-0.00622,-0.00535,0.00813,-0.01499,0.00690,-0.00101,-0.00222,-0.01346,0.00003,0.00883,-0.00220,-0.01611,0.01449,-0.02011,-0.01515,-0.01492,-0.00133,-0.00821,0.00181,0.01136,0.00767,0.01870,-0.00439,0.01085:#0c3557:Manager 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,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230:#c8c8c8:S&P_500
11.7%

365 days

Risk score

1% fee
$30,000 minimum


Portfolio commentary

  1. Pandemics rarely infect stock markets

    21 October 2014

    Historically, most pandemics have had little negative market impact.

  2. Key takeaways for investors as unemployment drops below 6% 3 October 2014
  3. Get ready for the summer market doldrums 15 July 2014
  4. Why stocks look good for the long haul 28 April 2014
  5. Fed keeps tapering amid solid economic growth 21 March 2014

show more

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.