CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

Take the next Step, schedule a call or meeting

 

Email Tim Now!

 

There is NO COST or OBLIGTION to discuss your Situation

Blog

1 st Quarter/Tax Season Wrap up Newsletter

by Timothy Guthrie on Jun 18, 2019

Market Update

Through March, our average account was up 15% after all fees. This is ahead of the S&P and considering that our average account is under 80% stocks, is quite good. I appreciate you hanging on last fall, and December in particular. It was difficult, but the right choice. Remember that in December I wrote that I was “not going to sell our excellent investments at these prices.”

All stock market sectors improved, with growth stocks doing better than value stocks generally. Our growth drivers (five of our top 10 holdings) did REALLY good:

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May Newsletter

by Timothy Guthrie on Jun 18, 2019

Market Update

April saw continued gains in most US stock market indices. On average, our accounts gained 2% for total gains of 17% YTD. The underlying theme was that the a ‘trade deal’ with China was 90% sewn up. The feared ‘global slowdown’ was now cancelled and everything looked rosy.

In May the picture changed. The news was China “walked back” their previous concessions and Trump imposed threatened new higher tariffs. With the trade deal now in tatters, the market gave back some of the recent gains. Major indices fell 4- 5% and the ‘fretting’ level was high…for a day. Then a more rational opinion took over. The ‘rational’ opinion was this:

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Mid-March Newsletter

by Tim Guthrie on Mar 29, 2019

Market Update

The stock market has continued to shine, recovering our losses from last quarter. On average we are up 13% YTD through Feb 28th. This figure is net of fees. This is beating the S&P 500, and we are on average only about 80% stocks, so we have less risk too. Over three years, after all fees we are averaging gains of 12.3 % per year. This too is an excellent result. As I write this (March 19, 2019) we are likely up about 15% on average, though my performance reporting system can’t produce official results until the month has ended.

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