Summary
- Combines Stock Advisor, Rule Breakers, Everlasting Stocks, and Real Estate Winners.
- Graphs show consistent outperformance of Stock Advisor and Rule Breakers.
- Real Estate Winners provides stability with a 5% lead over the market.
- Recommended for investors looking for long-term, diversified strategies.
- Annual cost of $499 on the Fool.com page ( our readers can try it now for just $319 for a limited time only!) is justified by potential savings and historical returns compared to individual subscriptions.
The Motley Fool’s Epic is one of the Motley Fool’s latest stock recommendations services.
Actually, it’s not really a new service but rather a combination of a few of their existing services. It includes their 2 most popular services, Motley Fool Stock Advisor and Motley Fool Rule Breakers, it includes their newest service, Everlasting Stocks and as of October 1, 2022 it includes their Real Estate Winners. If you bought these 4 services individually, it would cost over $1,000. So their current promotion of $319 per year makes it a great value.
The Motley Fool offers a 30 Day Money Back Guarantee:
“Best of all, when you join through the Epic today, you’ll receive IMMEDIATE access to our latest stock picks inside all these services!
And if you give the Epic a try and decide it’s not for you, that’s fine too. Simply cancel within 30 days and you’ll receive every penny of your membership fee back.”
Fool.com
I have been a subscriber to both Stock Advisor and Rule Breakers since 2016, so I am very familiar with those 2 services. They both have made a lot of money for me over the years with stocks like TSLA, SHOP, TTD, OKTA, ETSY, and many others.
While Stock Advisor and Rule Breakers can be purchased for $99 from time to time, this discounted price for the Epic is only for “new subscribers.” And then on the annual renewals you have to pay the “then-current price” of $199 and $299 respectively. So I have been paying a total of $497 for both services for the last 5 years–that is why I upgraded my subscriptions to the Epic to see what the Everlasting Stocks and the Real Estate Winners subscriptions were like.
Now I am writing this Motley Fool Epic Review to share my personal experience of all 4 services.
Table of Contents
[Editor’s Note: All percentage returns calculated as of the close of business on October 6, 2023.]
What is the Epic Service?
Here is a quick review of what you get with the Epic service:
SAVE $180 BY USING A TIP IN THIS REVIEW
And here is my description of the 4 services you get immediate access to when you subscribe to the Epic service:
1. Motley Fool Stock Advisor:
The Motley Fool Stock Advisor is their original newsletter going back to April, 2002. It is the combined efforts of the Motley Fool founders, brothers Tom and David Gardner. Every month each brother (or his team) picks one new stock and gives a list of his top 5 favorite stocks. So that is 2 new stock picks a month and recommendations of 10 of their current favorite stocks from previous picks. This is their most popular service as it has over 500,000 subscribers.
Mostly importantly, the average return of all of the Motley Fool Stock Advisor’s stock picks from this service is 627% compared to the SP500’s 147% (20 years) as of February 10, 2024.
Read more about this service in our Motley Fool Stock Advisor review.
2. Motley Fool Rule Breakers
Rule Breakers was launched in December, 2004. This is specifically just David Gardner and his team’s picks. They target high growth companies in high growth industries. What this means is that it might take a year or so for these stocks to take off. And when they do take off, they really take off. But what it also means is they pick a few losers each year. David Gardner’s teams
Mostly importantly, the average return of all of Rule Breakers stock picks from this service is 224% compared to the SP500’s 105% (18 years).
Read more about Motley Fool’s Rule Breakers review here.
Here’s a chart of the Stock Advisor and Rule Breakers performance since inception.
3. Motley Fool Everlasting Stocks
The Motley Fool Everlasting Stocks service was launched in October 2018. This service is managed by Tom Gardner, one of the 2 brothers that founded the Motley Fool. Second on the team is the Motley Fool’s Chief Investment Officer Andy Cross.
One unique feature of Everlasting stocks is the ranking they provide monthly of their picks. As they say:
Everlasting Stocks is designed to beat the market over 5 years with companies that represent Tom Gardner’s Everlasting principles. Our Top 10 Rankings each month highlight those that we believe are the most timely to beat the market and attractive for new money or additional capital. Just because a company isn’t on the list doesn’t necessarily mean we’ve lost confidence in it. We just prefer these to consider first.
Read more about Motley Fool’s Everlasting Stocks review here.
4. Motley Fool Real Estate Winners
Real Estate Winners is focused on allowing you to reap the benefits of investing in real estate; not in actual real estate projects, but investing in publicly traded securities that focus on real estate. Their commentary will also help make you a better real estate investor as they reveal the trends that they are noticing in the current conditions of the market.
How has Epic Performed over time?
The 2 charts above show you how Stock Advisor and Rule Breakers have outperformed the S&P500 over the last 20 years.
That doesn’t really matter though since you have missed out on all of that . What matters to you is how are doing lately. Here are my results for their 2024 and 2023 picks, as well as the average returns since I have been a subscriber since 2016:
The Real Estate Winners stocks are taking a beating so covid and the work-from-home movement so I have ignored those the last few years.
Here’s a little peak of their February 2024 Top Rankings. I am just showing the top 10 as I don’t want to get in trouble from the Fool…
So how is it performed over time? Take a look at this stat and these 3 top performers of the Epic service. Over 50 stocks with a 1,000+% return…
How Much Does Motley Fool’s Epic Cost?
The current retail price is $499 per year. That is a savings of $547 per year over the prices of the individual services since Stock Advisor is $199 a year, Rule Breakers is $299, Everlasting Stocks is $299, and Real Estate Winners is $249.
Save $180 with the Motley Fool’s Epic Offer Here
Is the Motley Fool Epic Worth It?
At first I was skeptical, and then the more I researched it, I became convinced it was worth it. With Epic you are getting $1,046 worth of their newsletters for $189. That saves you $800+ each and every year on the renewal. Stock Advisor is normally $199/yr, Rule Breakers $299/yr, Everlasting Stocks is $299/yr, and Real Estate Winners is $249/yr so to buy all 4 individually it will cost $1,046 a year.
Why Should You Subscribe to the Motley Fool’s Epic ?
You might be able to find a promotion link to get the Motley Fool Stock Advisor or Rule Breakers at a discount for the first year for new subscribers, but if you let them renew for the second year, it will be “at the then current rate.” So Epic definitely saves you money because it is much cheaper in year 2 and thereafter.
If you can invest at least $1,000 in the market each month, then the $499 is a small price to pay to get stock picks that historically have outperformed the SP500. Remember, to be successful investing in the stock market you must be thinking long term (at least 5 years), you should invest monthly so that you are always buying (dollar cost average principle), and your goal is to outperform the SP500.
The recent addition of the Real Estate Winners to the Epic is a tremendous advantage for one huge reason: DIVERSIFICATION! Now with these 4 services you will get recommendations across information technology, consumer discretionary, communications, industrials, health care, and now real estate services.
And when you subscribe to Epic , each month you will get 6 new stock picks and 15 timely re-recommendations of previous stock picks. You also get immediate access to each of the 4 services’ historical picks.
Is the Motley Fool Epic Legit?
The Motley Fool Epic is absolutely legit. The Motley Fool is a very reliable company. I know many of their team members and they are very active presenting at financial education conferences around the country. Their customer service is also perfect, offering both a phone number and email support during market hours.
Bottom line, if you are looking to make you life a little easier and can invest at least a few hundred dollars in the market each month, and plan on keeping the money invested for at least 5 years, you should try it.
Do You Really Need all Four Subscriptions?
With 6 new Motley Fool stock picks every month, you might be thinking that after a year you will end up with 72 stocks. But that is not what happens. There is a little overlap occasionally in stock picks each year across the 4 services. There are also some re-recommendations of previous picks so I end up buying more stocks like TSLA over time.
The Motley Fool also tells you when to sell some of the stocks, and some of them end up merging or getting bought out over time. So, you won’t end up with as many stocks in your portfolio as it seems.
I also like to use stop-loss orders so that I never lose 20% on any new position, and for the profitable picks, I use a tighter 10% stop-loss so I take my profits off the winners that start to fall.
Conclusion
With 6 new Motley Fool stock picks every month, you might be thinking that after a year you will end up with 72 stocks. But that is not what happens with this Epic service. There is a little overlap occasionally in stock picks each year across the 4 services. There is also some re-recommendations of previous picks so I end up buying more stocks like TSLA over time.
The Motley Fool also tells you when to sell some of the stocks, and some of them end up merging or getting bought out over time. So, you won’t end up with as many stocks in your portfolio as it seems.
I also like to use stop-loss orders so that I never lose 20% on any new position, and for the profitable picks, I use a tighter 10% stop-loss so I take my profits off the winners as they start to fall. Read more about Motley Fool’s Epic service review here.
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