The Epic Bundle is a premium service that combines 3 popular subscriptions into one.
In this Review
- The Motley Fool Overview
- What is Motley Fool Epic Bundle?
- Stock Advisor
- Rule Breaker
- Everlasting Stocks
- The Bottom Line – Is Motley Fool Epic Bundle for you?
The Motley Fool Overview
The Motley Fool was founded in 1993 by brothers Tom and David Gardner in Alexandria, VA. The company is a private financial advisory firm that employs over 300 people worldwide. The Motley Fool has a vast array of free information on its website and several different levels of paid premium services.
Since 2002, the company has been primarily a subscription-based business offering stock picks to investors and sound financial advice. The Motley Fool’s oldest and most popular service is called Stock Advisor ($199/year). They also offer other premium services like:
- 1 Stock – $100/report
- Rule Your Retirement – $149/year
- Real Estate Winners – $249/year
- Rule Breakers – $299/year
- Everlasting Stocks – $299/year
- Epic Bundle – $499/year (read an Epic Bundle review here)
- Motley Fool Options – $999/year
- Several specialized subscriptions – $1,999/year
- Rule Breaker Platinum – $3,999/year
- One – $13,999/year – full access to all Motley Fool stock services
What is their best subscription? Read more here.
What is Motley Fool Epic Bundle and how does it work?
The Epic Bundle gives you Stock Advisor, Rule Breakers, and Everlasting Stocks for $499 per year. If you subscribe separately it would cost $799 per year.
Another Epic Bundle Review can be read here.
Motley Fool Stock Advisor is run by David Gardner and his team of analysts. They aim to find long-term value picks that still have room for growth. When they make a pick, you can be assured that it is backed up with lots of research. Much of their research is shared with you as a subscriber.
The Stock Advisor is a subscription-based monthly newsletter that retails at $199. The premium newsletter gives subscribers:
- Two stock picks per month
- 10 “best buy now” stock picks per month, from their list of 300 favorites
- In-depth analysis of market conditions and stock picks
- Plenty of entertainment – as you can tell by their clever name and branding
- Starter stock picks for new subscribers
Two Monthly Stock Picks
The Motley Fool releases its newsletter via email on Thursdays. It is recommended that you buy their pick ASAP as their picks tend to increase in price by nearly a couple of percentage points on the first day of their announcement.
As a simple example, if you plan to invest $500 per month then be ready to buy $250 worth of stock after each pick announcement. Periodically they will advise their subscribers to sell a previous pick but this doesn’t happen too often. They recommend holding a pick for 3-5 years or more. Let your winners run, they say.
Of course, they have had some losers too but you must remember that they have been through the dot com bust, the financial crisis, and now a pandemic. Yes, they have seen a lot of volatility in the market.
Ten Best Buy Now Stock Picks
Along with the two picks per month, the Stock Advisor report also includes announcements for good entry points into quality stocks. They call this “best buy now.” In their analysis, a great company might have fallen temporarily in stock price, which creates this buying opportunity.
Starter Stock Picks
New subscribers will also receive “Starter Stock” picks to help you to build your portfolio with a firm foundation. These starter stocks are updated periodically as well.
Rule Breakers
Motley Fool Rule Breakers is run by David’s brother Tom. This service looks for innovative companies within new industries like tech, biotech, and other emerging segments. Tom’s team claims to look for companies with “unquantifiable greatness” that are positioned for a breakout with strong growth potential.
Rule Breakers provides:
- Two stock picks per month
- Monthly “best buy now” stock picks from the previous picks
- An in-depth analysis of each company they recommend
- 9 Foundational stocks (formerly starter stocks) for new subscribers
- Access to live stream shows by analysts
Is Motley Fool legit? Read more here.
Everlasting Stocks
Everlasting Stocks is Motley Fool’s newest premium service. The program began in October 2018 but wasn’t open to the public until August of 2021. Therefore we don’t have a lot of data regarding the performance of the picks.
After you join the Motley Fool Everlasting Stocks you will have access to all of their historical picks from your member dashboard. They show you the date and the price that they recommended the stock pick.
The Motley Fool is constantly grading itself against the performance of the S&P 500. Several places on their website show the different comparisons in returns versus this popular benchmark. Their website has these performance numbers updated automatically during the hours when the stock market has live trading going on.
Everlasting Stocks is a subscription-based monthly newsletter. The premium newsletter gives subscribers:
- Two stock picks per month
- Immediate access to 15 stock recommendations
- In-depth analysis of market conditions and stock picks
- Ability to build a watchlist and add alerts
- Access to community discussion boards
Everlasting Stocks focuses on your portfolio as a whole rather than just hitting home runs. Much of their literature talks about an asset split of 80% stocks, 10% ETFs, and 10% cash or bonds. However, asset allocation and diversification are not what put Motley Fool on the map. Stock picking is what everyone is interested in.
The Bottom Line – Is Motley Fool Epic Bundle right for you?
If you can’t decide between Motley Fool’s Stock Advisor and Rule Breakers then the Epic Bundle might be just for you. Combining the three services gives you diversification and more choices. You get to see how Motley Fool as a whole operates when you have the three services sending you such a variety of information.
Motley Fool does offer a trial period with a money-back guarantee. So, what are you waiting for?
Subscribe today – EPIC BUNDLE
To read another Epic Review – click here
