Dave and Tom Gardner founded the Motley Fool investment research service together, but they are not in lockstep when it comes to their investment style. Both Tom and Dave Gardner historically contributed to Motley Fool’s flagship subscription Stock Advisor, each choosing one stock a month to feature as a medium-term growth prospect.
You can read more about Stock Advisor in our full review.
Then Dave started Rule Breakers, a similar service featuring two stock picks per month, but the stocks were slightly riskier. Both Stock Advisor and Rule Breakers featured growth stocks that should do well in a diversified portfolio of over 25 stocks and should be held for five years. You can read more about Rule Breakers in our full review of the service.
Then Tom started Everlasting Stocks, a subscription that isn’t focused on buying and holding for five years but stocks that could theoretically be held forever. Dave Gardner has stepped down from stock-picking duties but remains Co-Chairman of Motley Fool. Tom Gardner continues to pick stocks on behalf of Stock Advisor and Everlasting stocks.
Starting in 2018, Everlasting Stocks has outperformed the S&P 500 by more than four times. It is more of a portfolio builder than a stock picker, but they still guarantee you two stock picks per month, though they might not be “new” because they might already have part of the Everlasting Stocks portfolio. They are, however, based on the most current information and analysis.
Everlasting Stocks can be a fantastic way to build that basic stock portfolio with long-term market-beating returns, especially for investors who don’t have much time to choose investments.
What is Motley Fool’s Everlasting Stocks?
Motley Fool bills Everlasting Stocks as stocks you can “but today and hold forever.” They also claim to choose Everlasting Stocks from the only publicly traded stocks Tom Gardner owns. Millions of Motley Fool’s capital is also invested in these stocks.
Simply put, Motley Fool has several outstanding investment subscriptions, but Everlasting Stocks are those long-term growth prospects the brains at Motley Fool believe in above all others.
When you sign up for Everlasting Stocks, you get immediate access to 15 stock picks that you can buy right away to build yourself an excellent basic portfolio. Remember, the intent of Everlasting Stocks is to help you create a portfolio of stocks that you will mostly hold forever, so you won’t have to do a lot of trading.
You will then get two new buy recommendations each month to add to your Everlasting Stocks portfolio. Whether you follow the advice is up to you. With all its products, Motley Fool recommends having a diversified portfolio of at least 25 stocks and being prepared to hold them for at least five years.
Unlike other investment research companies, Motley Fool enables you to access the perfect amount of research, not too much or too little. As an Everlasting Stocks subscriber, you will have access to all the articles and videos posted by the service, current and historic.
Even if you plan to mostly go along with the picks without having to do a lot of extra reading, these articles are useful to help you understand what you have invested in and why. They are also a great tool for investor education.
Everlasting Stocks also has a “Rankings” section, where you can see how each Everlasting Stocks recommendation stacks up against fellow recommendations. This can help allow you to choose which stocks you should add first, as well as their overall weight in your portfolio.
These Rankings are updated regularly to be sure you are getting the absolute latest information on your prospective stocks.
As a member of Everlasting Stocks, you will also have access to Community Discussion boards that are surprisingly useful. Motley Fool Premium members are intelligent, and reading and participating in these boards will do wonders for your own investing knowledge.
When you buy a Motley Fool premium product, you can also build a Watchlist of stocks to make sure you regularly receive updates on all the stocks that you follow. You can also opt into text and email alerts for these stocks whenever Motley Fool has changed or updated its guidance, allowing you to get the best market prices when buying or selling stocks after a significant event.
Premium Live Content
A Motley Fool’s Everlasting Stocks subscription also offers access to its “Premium Live Content” page, where you can watch daily investing shows on various topics during the normal trading day. Or you can opt into an audio stream and play it in the background during your workday.
These shows cover all sectors and are not linked to any one subscription service, so they are a great way to round out your investor knowledge. On a typical day, shows available might include a Market News Watch, a show on real estate investing, and a presentation about semiconductor stocks.
Even if you only have a chance to listen to a few minutes of these shows daily, they will enhance your market knowledge immeasurably.
Does Motley Fool Everlasting Stocks Beat the Market?
Yes, Motley Fool Everlasting Stocks beats the markets, but as one of Motley Fool’s newest services, it doesn’t have a long-term record of consistent year-over-year returns. However, in the first several years since its inception, it has achieved returns of 578%, so it does look promising over the long run, even in times of volatility.
As of this review, the returns of Stock Advisor and Rule Breakers were 476% and 261%, respectively, but Stock Advisor and Rule Breakers have persisted through a couple of decades, so they have a better track record of consistent success. To check out how Stock Advisor and Rule Breakers stack up, read our comparison post here.
Out of the three products, Everlasting Stocks is probably your best bet to build long-term returns with fewer trades in your overall portfolio. With Stock Advisor and Rule Breakers, you might have a better chance to luck into that once-in-a-lifetime meteoric grower.
Pros and Cons of Motley Fool Everlasting Stocks
Here are some pros and cons of Motley Fools Everlasting Stocks subscription service:
- Good Supporting Evidence – All of Motley Fool’s investment picks are backed by research, and the company does an excellent job providing the rationale for each recommendation. Everlasting Stocks is no exception.
- Reasonable Price – $299 per year might seem steep, but with this first year’s $99 price, you can’t go wrong. Motley Fool doesn’t hassle you when it comes to canceling subscriptions, so if you are interested, you can always see if your first year’s return is enough to justify the price for the second year. Motley Fool’s 30-day money-back guarantee also backs everlasting Stocks, so you can get a rebate if you cancel within the first month.
- Great Portfolio Builder – If you want some control in building your stock portfolio with only the best picks across Motley Fool’s subscription services, Everlasting Stocks can help you make the most of your stock investments without relying on a robo advisor or a managed account.
- Long-Term Accuracy Not Established – At a glance, it seems like Everlasting Stocks is a clear winner over Stock Advisor and Rule Breakers and most other stock prediction services. However, this can be misleading as Everlasting Stocks has only been around for several years, so these atypical results may not hold up over the long run.
- Website – Motley Fool’s website is not the most intuitive, especially moving between its “Free” and “Premium” articles. You want to stick with the Premium stuff, as the free articles can be uneven in quality. Once you figure the clunky website out, it’s not too bad.
Motley Fool Everlasting Stocks: The Bottom Line
Compared to Stock Advisor, Rule Breakers, and other services from other companies, Everlasting Stocks is a perfect subscription for busy professionals who don’t have time to treat their finances like a part-time job but who still want to access great stock information and the analysis that back them up.
Here are some investors who will benefit most from buying the Everlasting Stocks subscription:
- Busy people who don’t have hours per week to dedicate to stock investment choices
- Investors who don’t want to trade or rebalance accounts frequently
- Investors who want to get to know a few companies well instead of owning dozens or hundreds of securities
- Investors with money they won’t need for short term expenses
- Investors who would like educational resources about market and stock investing
- Investors willing to accept moderate risk in exchange for long-term growth prospects
- Investors with a horizon of five years or more
- Investors who are willing to spend at least a few minutes a couple of times per month to learn about Everlasting Stocks newest recommendations
Everlasting Stocks is good as a standalone service or add-on to Motley Fool’s Stock Advisor and Rule Breakers services. You should seriously consider Everlasting Stocks if you want to build a long-term, growth-oriented stock portfolio but don’t have time to spend researching individual stocks.
With Motley Fool’s Everlasting Stocks, you’ll receive immediate access to 15 of Tom Gardner’s best stock picks and two monthly stock picks. You’ll also get access to Motley Fool’s Ranking and other investor resources.
If you are thinking about getting an Everlasting Stocks subscription, click here for the best first-year price of only $99.