Nate’s Notes is a monthly newsletter focused on helping individual investors grow their net worth over time via a disciplined, long-term approach to investing in the stock market. Emphasis is placed on finding companies with “best of class” products and management teams, and then establishing (and hopefully adding to) positions in those companies as time goes by. The average holding period for a recommended stock tends to be three- to four years, though it should be noted that a number of stocks have been in the newsletter (and contributing to the growth of the newsletter’s Model and Aggressive Portfolios) for over a decade. Given Editor Nate Pile’s background, many of these stocks come from the high-tech and biotech sectors; however, many other sectors are represented as well, as are a handful of commodity and “inverse” ETFs (when conditions warrant such investments). Nate’s Notes generally only makes changes in its Model and Aggressive Portfolios once a month, scaling in or out of positions over time in response to prevailing market conditions and/or circumstances unique to a particular company’s situation. In addition to commentary and observations regarding the overall market, each month’s issue also includes updates on all recommended companies (with “buy limits” for each of the stocks), as well as a list of all trades that are being made in the newsletter’s Model and Aggressive Portfolios that month.
