The Motley Fool Epic Bundle is Motley Fool’s combination subscription service that aims to address every part of your portfolio. This comprehensive bundle offers three of Motley Fool’s stock suggestion services at a reduced rate, allowing you to save significantly over purchasing each service individually. Still, you’ll need to pay nearly $500 for access to the Motley Fool Epic Bundle. That’s quite an investment, but can this subscription pay for itself? We think it can! Here’s why.
The Upfront Cost
The Motley Fool Epic Bundle currently costs $499 per year. For this price, you get access to three of Motley Fool’s proven investment research subscriptions:
- Stock Advisor
- Rule Breakers
- Everlasting Stocks
With this three-in-one subscription, you’ll receive six “New Stock” picks and fifteen “Best Buy Now” picks each month, giving you plenty of guidance to perfect your portfolio. You’ll also receive alerts whenever the Fool recommends buying or selling a stock. Purchasing the bundle—rather than paying for the services individually—instantly saves you $298. You would pay $797 if you paid separately, so this is quite a discount!
To top it off, Motley Fool offers a 30-day membership refund period, meaning you’ll be able to get your money back if the bundle doesn’t meet your expectations. That said, $499 isn’t a number to scoff at. It’s still a significant investment, so it’s important to know exactly what you’re paying for before committing.
So, what don’t the services do?
It’s crucial to remember that these services merely offer guidance for predicted top-performing stock picks. You’ll still need to manage your portfolio, and many of Motley Fool’s recommendations are time-sensitive. If you wait to read the recommendations, it could be too late by the time you take action. While part of your potential ROI does rely entirely on their recommendations, you also play a role in your own success (or failure). Therefore, we recommend ensuring you’ll be able to take action quickly before shelling out your hard-earned money.
The Bundle
Now that we’ve gone over the potential negatives, let’s look at the potential positives: the bundle itself! While there’s no such thing as a “sure-fire” investment, the stock advisors at Motley Fool have a pretty good historical record to back up their claims of “market-beating returns.” Here are the services you’ll be able to access with the Motley Fool Epic Bundle.
Stock Advisor
This is Motley Fool’s flagship service and has been around since 2003. “Stock Advisor” centers around the mindset of holding stocks for at least five years. This service has significantly outperformed the market throughout the years, with a 356% average return since its inception. In contrast, the S&P 500 averaged 116% during the same period. “Stock Advisor” gives you access to the Fool’s expansive library of stock recommendations, as well as two new stock picks each month.
Rule Breakers
“Rule Breakers” is a stock recommendation service that specifically focuses on volatile, industry-disrupting stocks. As such, you’re taking on more risks when purchasing these stock recommendations, but the individual stock performance potential can be much higher. “Rule Breakers” has been around since 2004 and has achieved an average return of 204%. In addition to the library of expert stock recommendations, “Rule Breakers” sends you two heavily-researched stock picks each month.
Everlasting Stocks
This service has achieved a 578% return since 2018, but—since the service hasn’t been around very long—it’s impossible to predict how “Everlasting Stocks” will perform moving forward. Still, the idea around “Everlasting Stocks” is in the name: you’ll receive stock recommendations that you can hold for as long as you’d like! This service focuses primarily on reliable, long-term, portfolio-building stocks. You’ll instantly receive fifteen stock recommendations the moment you sign up and will continue to get two more recommendations every month. However, these monthly recommendations may or may not have already been given to you previously: monthly recommendations are based on individual stock performance at that time.
Gains Vs. Goals
As you can see, the Motley Fool Epic Bundle gives you a lot of investment opportunities. If you have the capital and are ready to invest, using the bundle could be an excellent way to diversify your portfolio and realize its potential. That said, we wouldn’t recommend this bundle to everyone. You should meet the following criteria:
- You’re able to check and act upon recommendations in a timely fashion.
- You are able to invest $1,000 or more per month.
- A long-term holding strategy suits your financial goals
If you don’t meet all of the criteria, it may be worth looking into individual services instead. You can always take advantage of the bundle at a later date. However, if the three points above match your investment goals, then the Epic Bundle offers an excellent opportunity to expand your wealth. If you’re ready to invest but want expert guidance to back you up, then it’s time to stop waiting and start earning: get the Epic Bundle today!
