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Nate Pile

Founder and Editor of Nate's Notes - "Helping Main Street Beat Wall Street Since 1995"

Investment Strategy

While there is no set formula Mr. Pile uses when choosing stocks, the first screen is always done at the fundamental level. For a company to even make it onto Nate’s list for consideration, it must have a compelling long-term growth story (be it a new product or a significantly better version of an existing product or service), and its management team must have a clear and sensible business plan against which investors can measure the company’s progress over the years. When looking at a company from this standpoint, Pile always asks himself a question he first saw posed several years ago in a book on Warren Buffet’s investment philosophy, namely “if the stock market closed for five years and we could not trade the stock again until the market re-opened, would we be still be happy buying the stock today?” If the answer is “yes,” then there is a chance the stock will make it into his portfolio.

Generally, speaking, Nate tends to build positions in stocks with a three- to five-year time period in mind, though as long as a company is continuing to execute on its business plan, he is likely maintain at least a partial position in the stock for a much longer period of time based on the old Wall Street maxim "When is the best time to sell a great growth company? Never!"  In fact, many of the stocks in Nate's Marketocracy portfolio have been there since the early 2000s (albeit with some scaling-in and scaling-out along the way in response to changed market conditions).

Along with the above, it is also worth noting that, given his background, a majority of his picks tend to come from the biotech and high-tech sectors.


Funds
(NMF) npile's Mutual Fund
MODEL INCEPTION (10/30/2002) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 18.45% 10.09% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.80% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 14.44% 16.37% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 4.77% 11.16% Fund has a 3 year track record.  
1 YR 19.43% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • NMF Beat the 75th percentile of mutual funds over 10 years.
    Dec 31, 2017
  • NMF Beat the 50th percentile of mutual funds over 5 years.
    Dec 31, 2017
Articles

npile's Mutual Fund

NMF | Price History
NMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Blend 28.06% 0.27%
Large Cap : Growth 20.28% 0.52%
Mid Cap : Growth 19.08% 0.01%
Unclassified Market Cap : Unclassified Style 11.06% -0.02%
Small Cap : Blend 10.18% -0.07%
Small Cap : Growth 5.71% -0.36%
Micro Cap : Growth 3.16% 0.54%
Micro Cap : Blend 2.30% -1.06%
Small Cap : Value 0.59% 1.22%
NMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Nate Pile $13,183,175.34
Inception: Ticker Symbol: # of Securities:
October 30, 2002 NMF 20
Description:

While always given wide latitude for adherence to any strategy description, generally the npile:NMF model fund takes a long-term approach to investing in U.S.-based companies perceived to have above- average long-term growth potential. Positions are usually scaled into (and out of) over a period of several months, or even years. The npile:NMF model fund also has a bias towards owning stocks in the biotech and high-tech sectors, though other industries and sectors are often represented in the portfolio as well. It is important to note that the strategy description remains very general, and Nate Pile has wide latitude for varying from this strategy over significant periods of time and as he sees fit.

NMF | Turnover
Last Month 1.95%
Last 3 Months 3.65%
Last 6 Months 4.67%
Last 12 Months 12.81%
NMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $6,299,584.28
2 NVDA $3,096,608.84
3 CELG $2,842,327.39
4 EA $427,775.58
5 QRVO $387,459.80
Position Symbol Gains
1 MNKD -$1,877,858.23
2 TQNT -$207,428.55
3 HDGE -$144,144.61
4 DBA -$120,404.08
5 MATK -$59,005.58
NMF | Skill Metrics
All Positions
Winning % 54.00%
Avg. Gain/Loss Ratio 4.72
NMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 44.91% 0.31%%
Health Care 27.72% 0.65%%
Other 16.32% -0.52%%
Consumer Discretionary 6.68% 0.89%%
Financials 3.16% 0.54%%
Materials 1.62% -2.65%%
NMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
NMF 0.00% 6.59% 6.59% 6.59%
S&P 500 0.94% 4.82% 4.82% 4.82%
NASDAQ 1.03% 0.00% 0.00% 0.00%
NMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 0.71% 1.99% -1.28%
Last Month 3.49% 4.30% -0.81%
Last 3 Months -0.95% 9.90% -10.85%
Last 6 Months 13.51% 14.44% -0.93%
Last 12 Months 24.67% 26.07% -1.40%
Last 2 Years 49.67% 55.41% -5.74%
Last 3 Years 20.93% 47.79% -26.86%
Last 5 Years 107.39% 109.37% -1.98%
Last 10 Years 281.28% 162.47% 118.81%
Since Inception 1,218.32% 329.78% 888.54%
(Annualized) 18.45% 10.05% 8.40%
Data as of: 01/17/2018
NMF | Alpha/Beta VS. S&P 500
Alpha 7.96%
Beta 1.06
R-Squared 0.5
NMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 AAPL 7036.68%
2 QRVO 1275.67%
3 CELG 979.71%
4 NVDA 617.23%
5 EA 76.75%
Position Symbol Inception Return
1 MNKD -58.08%
2 DBA -23.68%
3 HDGE -19.28%
4 CLF -13.34%
5 DBC -9.46%