Nate's Notes is a company that provides a series of financial services that will allow you as an investor to have clarity when developing investment strategies. Also, the portfolios offered by Nate's Notes, as well as the focus of its newsletters, are long-term and focus mainly on the technology sector. For this reason, we only recommend Nate's Notes if you feel comfortable with long-term investments focused on this sector. However, throughout this Nate's Notes Review we offer you other really interesting options with a higher level of diversification, such as the financial services provider Capitalist Exploits.
In fact, we believe that Capitalist Exploits is a better alternative, especially for beginners in the world of trading. Its new “themes” approach and its high value, low risk recommendations offer a great alternative for both experienced traders and beginners. For these reasons, we recommend Capitalist Exploits over Nate's Notes.
When you think of investing your money, it can be easy to be overwhelmed by the myriad options available, especially considering that diversification is the name of the game, in order to reduce risk. That's where financial newsletters come in handy. By giving you sound advice on where to put your money, newsletters take the guesswork out of the equation and help you make a good decision.
In today's post, we'll review Nate's Notes and go over all the ins and outs of this financial newsletter. Let's begin.
#1 About Nate's Notes
Nate's Notes is a company that provides a series of financial services that will allow you as an investor to have clarity when developing investment strategies. Additionally, it provides clear guidance on how to execute investment ideas and recommendations. In this sense, the company analyzes the evolution of stock performance in the market to identify and recommend the best opportunities.
Also, Nate's Notes strategy consists of long-term bullish positions. In other words, the recommendations are to buy a financial asset in the hope that it may rise in price in the future. In this way, it is possible to get significant returns.
#2 Nate's Notes Services
Nate's Notes' main service is its acclaimed newsletter. In it, you will find several relevant sections that provide very useful information to understand market forces. The report has a section where market forces are analyzed. For example, you can read about the role of interest rates and how to interpret their evolution. In the report, you will see that each one of the analyses of the evolution of the market can be interpreted as a clear signal of buy or sale. Further, you will see an analysis of the trends of the market. This aspect is very relevant because the report will put you in context so that you can get an idea of where the market is going.
Take into account that the newsletter is designed to give you, on the one hand, a vision of the direction of the market and, on the other hand, offer you a diversified portfolio. In fact, when you access the newsletter you will notice that it is divided into two types of portfolios. The goal of providing portfolios is to create a selection of stocks that allow you to mitigate risk and to achieve much higher returns. Nate's Notes usually recommends building portfolios with 12-20 stocks.
Keep reading to learn about all the services you will find in the newsletter.
2.1 Portfolio Models
The two portfolios offered by Nate's Notes are long-term and differ due to their level of risk. On the left side of the following table presented down below, you can see the model with the lowest risk (portfolio # 1: Model). While on the right side of the table you will see the riskiest portfolio (portfolio # 2: Aggressive).
An aspect that you will interest you is that in both types of portfolios you will find the same stocks. However, they are different! The difference consists of the proportion of capital invested in each of them. You will note, for example, that the aggressive portfolio is made up of a larger number of volatile stocks. In other words, there is a tradeoff between risk and return. In order for you to get higher returns, you must accept a higher level of risk. In the same table, you will also see that higher percentages of gains are associated with higher risk. For their part, the most stable and least volatile returns belong to less risky stocks.
Take into account that both portfolios have been winners through the years. The clear difference is that the aggressive portfolio has generated much higher returns. We recommend that when you choose any of these portfolios you should take into account the level of risk that you are willing to accept. In this regard, although the aggressive portfolio has generated much more returns, it also has the potential to generate larger losses due to the level of risk with which it was built.
2.2 Historical Performance
Below you will see the performance of the portfolio offered by Nate's Notes. The graph shows the evolution of both portfolios along with the evolution of the market. The first thing you will see is that both portfolios have been winners and far superior to the evolution of the market. The graph is very interesting because it shows the profits that would have been possible to generate if you had invested only $100 USD in 2002. In fact, it might seem incredible to you that in one of the models it was possible to reach more than $4,500 USD with just $100 USD.
Although it is true that Nate's Notes lower risk portfolio has evolved without much volatility (brown graph), keep in mind that the aggressive portfolio is really volatile (green graph). In fact, if you look again at the graph above, you will see that in addition to good results, it has also generated large losses. For example, in the crisis of 2008, 2015 and 2018.
Most of Nate's Notes recommendations focus on the technology sector. For example:
- Nate's Notes recommended buying Apple stocks when they cost less than a dollar. Today the cost of an Apple stock is around $150 USD.
- Another of the great successes is the case of CELG. It is a biotechnology company specialized in drugs for cancer and respiratory disorders. The stock price went from $0.44 USD to approximately $100 USD. Growth does not go unnoticed.
- The successes of Nate's Notes, such as the case of Cirrus Logic, have also been positive. At the time of the Cirrus Logic purchase recommendation, the price was around $38 USD and at the time of writing this article, it is around $73 USD.
2.4 Nate's Notes: Specific Purchase And Sale Alerts
In the Nate's Notes newsletter, you will find clear indications of each of the modifications you must make to any of the portfolios you have chosen, given your level of risk and the level of performance you hope to obtain.
#3 Cost Of Nate’s Notes Services
Below we show you each of the subscription plans that Nate's Notes offers:
- 1-issue trial (28 days website access): $34 USD
- 1-year (12 issues): $289 USD
- 2-years (24 issues): $519 USD
- 3-years (36 issues): $699 USD
Note: You may cancel at any time for a pro-rata refund.
We recommend you take the 1-issue trial into account. We believe that it will allow you to access the newsletter and the evolution of each of the portfolios recommended by Nate's Notes. Also, keep in mind that you could use the information in a single issue of the newsletters to build your own portfolios. That is, you do not need to accurately and continuously replicate Nate's Notes portfolio in order for you to benefit from their recommendations and analysis.
#4 Capitalist Exploits: A Better Alternative?
In the financial world, there are endless portals that promise to give the most accurate recommendations so that you can get rich. However, not everyone is right. In fact, very few offer financial services with high technical criteria and quality standards.
For this reason, in our search for the best financial services, we recommend Nate's Notes only if you feel comfortable with long-term investments focused on the technology sector. However, if you prefer a financial services provider with a high level of diversification in many sectors, we recommend Capitalist Exploits. It has also proven to be profitable, reliable and affordable. Indeed, we suggest our post “Capitalist Exploits: A Measured Approach To Achieving Asymmetric Returns”. In it, we cover the type of content and services, how it works and in which markets they recommend you invest in.
Nate's Notes vs. Capitalist Exploits
In the following table, we present a comparison between both financial service providers.
|Characteristics||Nate's Notes||Capitalist Exploits|
|How do they select investments?||Mainly looking for companies with the highest long-term growth potential in the technology sector.||Capitalist Exploits seeks investment opportunities worldwide through in-depth analysis, market research, and investment networks. |
The team looks for the best investment opportunities in different sectors, industries and global markets.
Then they determine if the opportunity can be safely seized. After identifying opportunities, they estimate the risk associated with each investment to select the best risk-capital ratio.
The next step is to identify the most appropriate way to allocate capital in each scenario. In this way, investors can adapt to possible changes.
|Are the recommendations diversified?||A little. Nate's Notes recommendations focus mainly on the technology sector.||Yes, they provide a high level of diversification because Capitalist Exploits seeks investment opportunities worldwide in and out of the stock market.|
|Do they help you analyze each recommendation?||Yes||Yes|
|Do they generate free content?||Only to a certain extent. You can access fragments of articles to give you an idea of the services.||Yes, the company offers free content and a blog with highly relevant podcasts and opinion pieces. Capitalist Exploits also offers a private Telegram channel called “Hedgies Uncut”. There, hedge fund managers discuss their investment positions and ideas.|
|What type of investor is it for?||Nate's Notes can be a valuable tool for investors who want to make long-term investments in the technology sector.||Anyone with any level of experience or geographic location can use the service. It is ideal for both long-term and short-term investors who are looking for investment opportunities in and out of the stock market. For example, shipping, energy, natural resources, Bitcoin and many more.|
|Click to join now|
#5 Other Ways To Start Trading
If you are looking for a higher level of diversification, you may want to remotely operate a part of your portfolio. If this is your case, you can complement your investment strategies with a robo advisor. In our post “Robo Advisors In Canada: How To Choose The Best One For You!” you will be able to discover a range of very interesting options to take into account.
We also recommend viewing our post “Wealthsimple Review: All About Canada’s Best Robo Advisor” This is the best-equipped robo advisor in Canada that manages your money using a team of world-class financial experts and the best technological talent. It works alongside software engineers, designers, and data scientists who have previously worked at esteemed companies like Amazon, Google, and Apple.
Please note that Nate's Notes is not ideal for day-to-day or medium-term traders, but we believe that it can be a valuable tool for experienced investors who can keep their capital invested and take advantage of the increase in prices in the long term. If you are an investor who prefers the short term, we suggest you our post “How To Start Day Trading: Generate Returns During The Same Day”. In it, we cover definitions, the strategy step by step and tips to evolve as a day trading investor.
Summary Of Our Nate's Notes Review
- It is a company that provides a series of financial services that will allow you, as an investor, to have clarity when developing investment strategies.
- Nate's Notes strategy consists of long-term bullish positions.
- Nate's Notes' main service is its acclaimed newsletter.
- The portfolios offered by Nate's Notes, as well as the focus of its newsletter, are long-term and in the technology sector.
- The two portfolios offered by Nate's Notes are long-term and differ mainly due to the level of risk.
- An aspect that you will find interesting is that in both types of portfolios you will find the same stocks. However, they are different!
We invite you to take into account that, although Nate's Notes has been able to correctly hit some of its recommendations, its portfolios have also generated significant losses. In this spirit, we believe that Capitalist Exploits is a much better option for three reasons:
- The first is that Capitalist Exploits provide an incredible amount of information about financial markets, that helps beginners learn.
- The second is that Capitalist Exploits is focused on identifying high-return, low-risk investment opportunities, which is exactly what someone who is just starting out on business needs.
- Finally, the level of diversification offered by Capitalist Exploits will allow you to create more efficient portfolios to achieve your goals.
If you are just starting out in the investment world, or are already a professional, but don't want to be exposed to high risks, we recommend that you join Capitalist Exploits today.