Do you want to invest in the stock market but don’t know where to start?
If you are then The Motley Fool website might just be your “Holy Grail”.
Brothers David and Tom Gardner started The Motley Fool in 1993 as a newsletter and began to take off with the launch of their Stock Advisor service in 2002, followed by their Ruler Breakers service 4 years later.
Both services recommend investment in two stocks per month.
Average returns from Stock Adviser have outperformed the S & P 500 index by up to 5 times, while Rule Breaker has outperformed the same index by about 2.5 times.
The foundation for the success of their stock picks is based on the belief that stock market investment success is centered around holding a diversified portfolio of up to 25 stocks and holding onto them for a minimum of 2 – 5 years.
What are Motley Fool Everlasting Stocks?
This Motley Fool service began in 2018. As the title implies, they recommend you hold onto these stocks forever. That’s because Everlasting Stocks is designed to be a portfolio builder.
The stocks picked by this service represent those the Tom Gardner and his investment team are the long-term growth prospects they believe in above all others.
Foundational Stocks
A big bonus with this service is the immediate access you get to 15 stock picks you can purchase immediately that are designed to build your own basic but high-performing portfolio.
Monthly Recommendations and Research
Like their other services, you receive two stock picks each month to add to your portfolio. Of course, it is entirely up to you to decide whether you want to follow their advice or not.
As you would expect, each stock recommendation is accompanied by a thorough explanation of why the stock is recommended, this includes:
- Name and ticker symbol
- Portfolio allocation percentage
- Current market value
- Cost basis
- Current share price
- Profit/loss
The service comes with a vast amount of current and historic research via articles and videos posted on the service. These articles are a fantastic way to increase your investor knowledge, or you could ignore it all and just trust the service completely and simply follow their advice on which stocks to hold.
The service also supplies a “Rankings” section that enables you to compare the performance of all the recommendations. This helps you to choose which stocks you should add first and what overall weight they should each have in your portfolio.
They update the rankings regularly so that you are working off the very latest information about each stock.
What does the Everlasting Stock Service Cost?
The service costs $299/year, but you can currently save 65% and purchase one year for $99 or $39 for a month. Please note that there’s no guarantee that the deal will still be available when you renew.
So, if you choose to pay monthly, you are renewing monthly and you might find at the end of the month you need to pay the full $299/year or a monthly equivalent.
However, there is a 30-day money-back guarantee. This means you could join for one month at just $39 and get the 15 foundation stocks then cancel your subscription within 30 days and get your $39 back.
Advantages of Everlasting Stocks
- Long-term investment strategy
- High-value stock-picking approach
- New picks every month
- Instant access to 15 stock picks
- Unlimited Everlasting Stocks model portfolio access
- Regular updates on each position
- Analysis from Motley Fool’s ace research team
- Exclusive quarterly insights from Motley Fool’s CEO Tom Gardner
- 30-Day membership refund period
- Get more than 65% off under the current deal
- The excellent average return rate
- Great portfolio builder
- Annual and monthly subscriptions are available
Disadvantages of Everlasting Stocks
- Motley Fool’s long-term approach won’t suit experienced aggressive traders
- The introductory rate ends when the subscription term ends
- Ignores short-term momentum stocks
- With only a four-year history, we can’t be sure of long-term performance
- The website is a bit clunky to use.
Motley Fool Everlasting Portfolio
This is a premium investing service that gives full, real-time access to CEO Tom Gardner’s investing account. You get to see every holding, allocation and return.
The stocks are considered the “best of the best”, and their performance is impressive:
- Everlasting Portfolio Return to Date: 486.20%
- Annualized Return (Rolling 5 Years): 26.1%
- S&P 500 Annualized Return (Rolling 5 Years): 26.1%
- The portfolio current has 46 holdings.
- The largest holding has produced a 1283.60% return and is 17.80% of the portfolio.
With this service you get
- Buy Alerts
- Sell Alerts
- You get to see every stock allocation in his portfolio
- Tom’s investment philosophy and strategies
The Everlasting Portfolio price is $2,999/year but is currently on promotion for $1,599/year.
Motley Fool Everlasting Stocks Review: The Summary
Everlasting Stocks are a great option for new investors seeking sound long-term stocks in a diversified portfolio.
You will struggle to find a comparable research service at a similarly low price. You only need 5 minutes a month to keep track of your holdings, and the cost could easily be made up from investment gains.
If you are seeking a stable portfolio of stocks to be part of or to complete your investment portfolio, then this service is hard to beat.
Here is another comprehensive review of Everlasting Stocks.