Investing IQ is a kaChing-proprietary investor skill metric
graded on a 0 - 200 scale. It consists of:
Risk-Adjusted Return (50/200)
How closely the investor sticks to their stated strategy (50/200)
Quality of Investment Rationale (100/200)
Please see our FAQ for more details.
Investing IQ:
158
Risk-Adjusted Return:
Risk-Adjusted Return is calculated using the Information Ratio.
It can contribute at most 50.0 Investing IQ points.
Timberline Investment Mgmt's Information Ratio is:
0.26 out of a maximum of 0.7 =
38% =
18.9 Investing IQ points.
Please see our Glossary for more details.
18.9
Sticks to Strategy:
Sticks to Strategy is calculated based on the investor's strategy and performance data. It can contribute at most 50.0 Investing IQ points.
Timberline Investment Mgmt's Strategy is Dividend & Growth.
Timberline Investment Mgmt beat the market, therefore the Sticks to Strategy score is:
(Current allocation in Dividend & Growth stocks)2 =
(98.6%)2 =
97.2% =
48.6 Investing IQ points.
Please see our Glossary for more details.
48.6
Quality of Rationale:
Quality of Investment Rationale is calculated by taking the average rating of the investor's
published research. It can contribute at most 100.0
Investing IQ points.
Timberline Investment Mgmt's Quality of Investment Rationale is:
4.5 out of a maximum of 5.0 =
90% =
90.0 Investing IQ points.
kaChing charges an annual Management Fee of 1.00% of assets to automatically mirror Timberline Investment Mgmt's trades in your own kaChing brokerage account. The fee is collected monthly at a rate of 1.00% / 12 = 0.08%.
For more information about Trade Mirroring, visit www.kaching.com.
kaChing customers have invested $209,390 to automatically mirror Timberline Investment Mgmt's trades in their own kaChing brokerage accounts.
For more information about Trade Mirroring, visit www.kaching.com.
$209,390
Timberline Investment Mgmt's manager has 5 - 10% of his liquid net worth in a fund that has the same investments as this model portfolio.
Strategy:
Dividend & Growth
Philosophy:
Timberline's value-oriented approach in the Timberline Dividend & Growth strategy is based on positive, and often underestimated, historical investment factors associated with dividmore »Timberline's value-oriented approach in the Timberline Dividend & Growth strategy is based on positive, and often underestimated, historical investment factors associated with dividend stocks. Timberline believes these factors are sustainable and offer strong return potential with attractive risk qualities important to many of today's investors.
1. Based on several studies, dividend stock portfolios have a long-term history of outperforming the S&P 500 with less risk/volatility.
2. Often overlooked, dividends have been a significant and important source of the S&P 500's historical total return.
3. CEO's rarely like to announce a dividend cut. Because of this, insiders usually conduct careful analysis in the dividend decision that often signals management's opinion of sustainable earnings and cash flow. A dividend is also a sign that management is interested in the shareholder and not overly occupied in unproductive empire building.
4. Dividends and the growth of dividends provide positive return and compounding benefits for total return investors, and important income and income growth potential for income investors.
5. Timberline believes these positive qualities will persist over time.
The investment record of Timberline Dividend & Growth has an inception date of 9/30/03. Timberline has provided data to kaChing for their analysis. Performance numbers in this website are calculated by kaChing. To see more details of our process, you may visit our website:
Disclaimer: A high dividend yield can be an indicator of financial distress and a dividend is not always a true indicator of a good investment opportunity. Security selection and security analysis remain important parts of the strategy. Past performance of dividend stocks may not be indicative of future results.« less
The payout of dividends is something you will need to work with kaChing/Interactive Brokers. At this time, the current yield before fees is roughly 3.6%. Thanks Dennis.
dennis double
12/15/09 10:44 AM
do you pay dividends? what is your yield? thanks for your time.
I am of the belief that PM is the better alternative and that foreign opportunities remain attractive. You bring out good points about smokeless but I still think MO paid quite a bit for UST and the return on investment may not be that good in the end. I think the headwinds of domestic tobacco consumption will continue to be the most difficult factor for MO within forseeable future. Thanks.
on the same note as below domestic cigarrette consumption is shrinking but what is increasing in popularity in smokless tobacco use or dip. as a result of the ust deal altria group now owns skoal (as well as others) which is by far the leading brand in this area. I was wondering your opinion if you believe that foreigh tobacco consumption growth in PM will be substantially greater then the growth potential offered in altria given its leading market share in the growing smokeless tobacco mkt?
Thanks Wells. At this time I don't own Altria because domestic tobacco consumption is shrinking as you pointed out. Additionally, I thought they were rather aggressive with the UST deal and could do other deals in a similar fashion. It is also worth noting that excise taxes seem to keep going up and our government is more involved with the business. As you pointed out, PM does has long-term growth potential while MO's long-term growth outlook has a few hurdles in my mind. Thanks.
Hey, You don't own Altria Group (MO) which is a common dividend stock and you do own Philip Morris, which is basically the international part and therefore more growth oriented. I was wondering about why you prefered Philip Morris International over Altria (Philip Morris US)? I know the U.S. market is shrinking but Altria still seems very profitable (for the indefinite future). People won't stop smoking. Thanks a lot, Wells Robinson
I don't mean to be evasive but the objective of the strategy is to provide a diversified portfolio that hopefully provides attractive return and risk qualities for investors. My work certainly focuses on searching for the best opportunities but I am not in the business of recommending specific ideas that would also involve, in my mind, the obligation to provide follow-up recommendations on the same stock or other ideas. Thanks for the question and I hope this response provides you with a good explanation of my perspectives.
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TIMBERLINE INVESTMENT MANAGEMENT, LLC – Brief Strategy Overview
The TIMBERLINE DIVIDEND & GROWTH strategy is a fully invested equity portfolio with a focus on long-term total returns originating from a diversified portfolio of dividend paying stocks. Buy, More »
Long Waste Management
02-Nov-2009
TIMBERLINE INVESTMENT MANAGEMENT, LLC – Brief Strategy Overview
The TIMBERLINE DIVIDEND & GROWTH strategy is a fully invested equity portfolio with a focus on long-term total returns originating from a diversified portfolio of dividend paying stocks. Buy, More »
Investing IQ:
