The Motley Fool Epic Review 2024

Since the early 1990s, The Motley Fool has been providing its customers with premium investment research and stock pick recommendations. Its business model contains different subscriptions for different types of investing, from IRAs to hyper-growth stocks. Motley Fool’s Epic combines The Motley Fool’s four most popular stock-picking subscriptions in one low-cost service.

External Motley Fool Epic Reviews & Ratings

Firsthand User Experience with Motley Fool Epic

Here are some reviews from traders who have experienced the platform firsthand:

Motley Fool Epic Review Video

The Motley Fool: Is it Worth Paying for?

Chances are, you’ve probably stumbled upon an article or two while searching for investment strategies online. The Motley Fool website actually hosts a lot of different articles for free, which you can read without a subscription to Stock Advisor, Rule Breakers, or any of their other services.

This might leave you wondering if the premium services like Stock Advisor are worth paying for. After all, why pay when you can get it for free? Well, that’s not exactly the case. While it’s true that the Fool may share a few profitable investing ideas for free, all of their best content—such as choice stock picks—are hidden behind the premium paywall.

The free content on Fool.com covers a wide range of topics, including investing opportunities, stock prices, personal finance, and retirement planning. This information is certainly useful, but it doesn’t offer the same potential market-beating growth as the Fool’s investment advisory services or investing newsletters.

In fact, the recommendations you can view for free may not even match up with The Motley Fool’s official stock picks! The company allows contributors to post different investment advisory opinions than you might find on Stock Advisor or Rule Breakers, which makes it hard to rely on for consistent results.

The free content won’t offer much for advanced investors, but an active investor who’s just starting out may be able to learn a thing or two for free.

Nonetheless, I don’t recommend trying to use the free content in place of a premium subscription.

What is the Motley Fool Epic?

Motley Fool Epic  is a premium package offered by The Motley Fool, a renowned investment research platform. Designed for retail investors, this bundle provides professional-level stock analysis and insights.

While The Motley Fool is known for its free informative articles, the Epic elevates the experience with a comprehensive set of resources. Subscribers benefit from live programming, exclusive reports, webinars on emerging stock trends, and a range of other valuable extras, ensuring a well-rounded and informed investment approach.

So, what do you get with the Motley Fool’s Epic? Here is a summary of the four subscriptions:

Stock Advisor: Motley Fool’s premium stock picking service

Stock Advisor is The Motley Fool’s premium stock-picking service. Since 2003, Motley Fool Stock Advisor’s epic stock picks have returned over 400% profits, about four times market returns. Stock Advisor subscribers get access to two new picks per month plus lists of Bests Buys Now, premium content, and other services.

Stock Advisor is one of the most popular investing newsletters because it provides not only profitable investing ideas but also the investing strategies behind them. Furthermore, Stock Advisor’s educational resources are presented in a way that can be understood by newer investors and veteran investors alike.

Costing a mere $200 per year (at full price), this Motley Fool investing advisory service is ideal for beginners as it focuses on acquiring attractive stock picks. Comparatively, “Rule Breakers” recommends long-term stock ideas that have the potential to offer large returns.

The Motley Fool Stock Advisor uses an investment style that revolves around building long-term investment portfolios, dividend investing, and consistent appreciation/returns. You may end up with some of the same stock picks as suggested by Rule Breakers, but the Stock Advisor service likely won’t suggest them until later on.

Despite this delay, Stock Advisor has historically outperformed Rule Breakers, making it the ideal option for those who only wish to subscribe to one investment advisory service.

Read my full Stock Advisor review to find out more about the market-beating performance of the Motley Fool Stock Advisor’s service.

You can also get 50% off by signing up here.

Check Motley Fool Epic website to confirm current pricing and full terms.

Rule Breakers: Explosive Growth Stocks

Rule Breakers is The Motley Fool’s second most popular service. It’s led by David Gardner, one of Motley Fool’s co-founders. Its format is almost identical to Stock Advisor, but the stock pick recommendations are more aggressive, focusing on potential explosive growth stocks. Offering profitable investing ideals that focus on potential market-beating growth, Rule Breakers is ideal for investors who don’t mind taking a bit of risk on high-growth stocks.

The service provides “Rule Breakers” subscribers with two recommendations per month, weekly updates, ten “Foundational Stocks,” and an in-depth analysis of stock picks. Although the majority of these investing opportunities are seen through to the end, Rule Breakers will issue an investment advisory alert if The Motley Fool team thinks it’s time to sell.

Since David Gardner’s Rule Breakers focuses primarily on up-and-coming companies, you won’t know if a pick is a quality stock until some time has passed. These types of investing opportunities allow you to acquire valuable stocks when the prices are low. With a high upside comes some risk, not all of the growth stock picks are profitable.

Overall, Stock Advisor outperforms Rule Breakers, but that doesn’t mean you’ll lose money if you stick with these types of stocks. Looking at their historical picks, since Sept. 2004 (when Rule Breakers began), the service has offered a return of 185%.

Hidden Gems: Sustained Success Built On Strong Foundations

Hidden Gems is a scorecard shaped by Tom Gardner’s Everlasting philosophy. This approach is about finding those standout companies that can beat the market not just in the short term, but for the long run. What makes these companies special? Hidden Gems looks for businesses with powerful traits, such as: strong founder-leaders driving the vision, a unique company culture that fosters growth, or the kind of pricing power that keeps competitors at bay. It’s all about identifying those investment opportunities that can go the distance. This offering allows you a chance to tap into real, sustained potential.

Dividend Investor: Cash In On Corporate Profits

If you’re looking to boost your net worth while locking in reliable income, a Dividend Investor might be just what you need. Members get unlimited access to a treasure trove of expert stock recommendations. Each pick is hand-selected to maximize your wealth and keep those dividend checks rolling in.

But that’s not all, you’ll also receive fresh stock picks every month straight from the desk of Motley Fool’s Equity Analyst and Dividend Investor Lead Investor. Dividend stocks are an important part of a diversified portfolio, especially as you get older. Motley Fool’s Dividend Investor can help you find some of the best dividend stocks out there.

Everlasting Stocks: Buy Today and Hold Forever

Everlasting Stocks is a newer service that has been around for only three years. These types of stocks are stocks that The Motley Fool claims you can “buy today and hold forever.” With Stock Advisor’s moderate picks and Rule Breakers’ more aggressive stocks, Motley Fool’s Everlasting Stocks provides a well-rounded perspective to help you diversify your portfolio and invest in the broader market.

Even as a standalone service, Everlasting Stocks offers profitable investing ideas.

In fact, these stock ideas have delivered over a 100% return in the short time period since the service started!

While the investing opportunities may seem as impressive as an alternative service like Stock Advisor, they’re still profitable investing ideas nonetheless.

Interestingly, this subscription is the only Motley Fool service to include ETFs, cash, and bonds in its investment guidance. Whereas other subscriptions focus on individual investing opportunities that use a combination of starter stocks and growth stock ideas to achieve great returns, Everlasting Stocks takes a portfolio-wide approach.

New recommendations and reports are issued monthly, but you’ll get instant access to the Everlasting Stocks investment guidance upon subscribing. Currently, the service recommends a diversified portfolio consisting of:

• Stocks (80%)
• ETFs (10%)
• Cash/Bonds (10%)

Real Estate Winners: Diversification Through Real Estate

Real Estate Winners was just recently added to the Epic. With this service, you can kickstart your real estate investing portfolio. Receive exclusive information & guidance, plus real estate investing alerts.

The Motley Fool recommends long-term investors dedicate at least $1,000 to their Real Estate Winners investing opportunities. You’ll receive at least one quality Real Estate stock recommendation per month with this investment advisory service.

Although this may not seem like much to the active investor, it’s important to remember that you’ll also be receiving profitable investing ideas from Stock Advisor, Rule Breakers, and Everlasting Stocks at the same time (with the Epic). When used concurrently with other Motley Fool services, even simple stock ideas can contribute a lot to your overall portfolio.

In addition to the monthly recommendations, you’ll also receive a newsletter containing beginner-friendly research, data, and analysis for real estate investments.

The subscription provides pick updates—similar to Stock Advisor—to help you keep track of your real estate portfolio.

Other Motley Fool Services You Should Know

If you don’t want all of the services offered in the Epic, you can consider buying each one individually. The Motley Fool has services that cater to any investing style, so no matter the type of financial guidance individual investors are seeking, they can find it with The Motley Fool.

Their flagship offering is the Stock Advisor service priced at a $199 annual subscription price, which delivers stock recommendations and insights.

For those looking towards future market leaders, the Rule Breakers service at $299/year zeroes in on high-growth businesses. On the same pricing tier, Everlasting Stocks provides stock recommendations from their curated Everlasting universe.

Retirement planning is addressed through the Rule Your Retirement service for $149/year, while investors keen on a detailed analysis of a top stock can access the 1 Top Motley Fool Stock report for $100.

There are also several specialized subscriptions available at $1,999/year, covering a gamut of topics from biotech and the 5G revolution to augmented reality and fintech.

For those with a penchant for real estate, the Real Estate Winners service at a $249 annual subscription price, facilitates real estate investing through publicly traded entities. Whether you’re a beginner or an experienced investor, The Motley Fool offers a service designed to cater to your investment aspirations.

The Motley Fool Epic Review: The Bottom Line

Is Motley Fool Epic worth it? Epic  reviews from most clients definitely say so. If you want to jump right into the best stock guidance The Motley Fool has to offer, you should consider an Epic  subscription, which includes Stock Advisor, Rule Breakers, Hidden Gems and Dividend Investors.

Here are some investors who will benefit most from one of The Motley Fool subscriptions:

• Investors who want to learn more about an investment class
• Investors willing to accept higher risk to beat the market
• Investors willing to take the time to read the analysis behind their recommendations
• Investors wanting to take advantage of The Motley Fool perks like its robust online community and The Motley Fool Live
• Investors wishing to actively control their investment choices
• Investors of any level, beginner to advanced

If you want to buy all four subscriptions, you can sign up here for the Motley Fool’s Epic at $300 for the first year! Epic’s pricing offers an excellent deal if you consider the price of each individual product separately.