Timberline Dividend & Growth provides an opportunity to potentially outperform the S&P 500 with less volatility based on the historical
record of dividend stock returns*.
Total return investors benefit from the positive return and compounding affect from the dividend stream. Income investors benefit from
a portfolio with appreciation potential plus tax advantaged dividends with growth potential - a very important factor in offsetting inflation
pressures over time.
Dividend stock returns strongly correlate to value returns making the strategy a strong value alternative in an asset allocation plan.
Though correlated to value, a history of superior returns and less volatility relative to the market (S&P 500) makes a case for use as a
core equity strategy, and one to consider in more risk averse situations as well.
As with any equity strategy, investments in the style and any individual stock is subject to loss in value.
Dividends are not guaranteed and are only paid after specific board authorization. Dividends can be cut or eliminated at any time which
may have an adverse affect on the value of the stock as well.
Changes in tax laws may affect portfolio value. Qualified dividends are currently taxed at a rate lower than ordinary income.
Dividends are not always a sign of financial health and a high dividend yield can be a sign of financial stress.
*Past performance may not be indicative of future results.
|Timberline Dividend & Growth
Opportunities and Risks
|Timberline Investment Management, LLC.
|Investing with Integrity
|ABOUT DIVIDEND & GROWTH
|DIVIDEND STOCK INVESTING