The Motley Fool’s Epic Bundle is one of the Motley Fool’s newest stock recommendations services.
Actually, it’s not really a new service but rather a combination of 3 of their existing services. It includes their 2 most popular services, Stock Advisor and Rule Breakers, and their newest service, Everlasting Stocks.
It currently retails for $499 per year.
Is the Motley Fool Epic Bundle Worth It?
At first I was skeptical, and then the more I researched it, I became a convinced it was a good deal, and I subscribed. With the Epic Bundle you are getting $797 worth of their newsletters for $499. That saves you $298 each and every year on the renewal. Stock Advisor is normally $199/yr, Rule Breakers $299/yr, and Everlasting Stocks is $299/yr.
You might be able to find a promotion link to get Stock Advisor at a discount for the first year for new subscribers, but if you let it renew for the second year, it will be “at the then current rate.” So the Epic Bundle 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.
And when you subscribe to the Epic Bundle, 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 3 services’ historical picks.
What is the Epic Bundle?
Here is a quick review of the 3 services you get immediate access to when you subscribe to the Epic Bundle:
1. Stock Advisor:
Stock Advisor is the Motley Fool’s original newsletter going back to April, 2002. It is the combined efforts of the Motley Fool founders, brothers Tom and David Gardner. Every month they each pick one new stock and give a list of their top 5 favorite stocks. So that is essentially 2 new stock picks a month and re-recommendations of 10 of their current favorite stocks from previous picks. This is their most popular service as it has over 1,000,000 subscribers.
Mostly importantly, the average return of all of Stock Adivsor’s stock picks from this service is 356% compared to the SP500’s 124% (20 years).
2. 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 205% compared to the SP500’s 106% (18 years).
3. 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.
Here’s a little peak of their May 2022 Top 10 Rankings. I am just showing the top 5 as the I don’t want to get in trouble from the Fool!
Is the Motley Fool Epic Bundle Legit?
I get asked this question alot. The Motley Fool Epic Bundle 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.
To learn more, or to sign up for the Epic Bundle, use this landing page to get their lowest price.