Timberline Dividend & Growth Portfolio Information (9/30/20) |
Timberline Investment Management, LLC. 503-657-7100 Info@TimberlineInvestment.com |
Investing with Integrity |
ABOUT TIMBERLINE |
ABOUT DIVIDEND & GROWTH |
DIVIDEND STOCK INVESTING |
D&G S&P 500 Weighted Avg. Mkt. Cap: $198b $453b Number of Holdings: 35 500 Portfolio Yield (before fees): 3.08% 1.69% Since Inception (9/30/03)- # of Negative Qtrs: 13 17 |
Timberline's Dividend & Growth composite performance has an inception date of 9/30/03. Timberline Investment Management, LLC (Timberline) is a registered investment advisor licensed in the states of Oregon and Washington. Timberline claims compliance with Global Investment Performance Standards (GIPS®), a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients. A fully compliant GIPS presentation and/or the firm's list of composite descriptions can be obtained by contacting Gregg Giboney at Gregg@timberlineinvestment.com. Management of the composite includes accounts currently and previously managed in the strategy. We welcome the opportunity to share further information on Timberline Dividend & Growth. |