Motley Fool Everlasting Stocks Review
Many investors are trying to put together a stock portfolio that substantially outperforms the overall market by seeking recommendations from a stock market newsletter. Getting stock reviews and recommendations from a stock expert can help narrow down the list of potential equity portfolio investments from the thousands of available possibilities.
I signed up for Everlasting Stocks to discover if this stock picking service is worth it. This Motley Fool Everlasting Stocks review is part of the Motley Fool review series and offers a review of the stock guidance newsletter, including its investment strategy, performance, and cost.
Special Offer: Click Here to Join Everlasting Stocks for $99*
About Fool.com
Fool.com covers the latest stock market news, analysis and guidance for investors. The Virginia-based company behind it was created in 1993 by brothers David and Tom Gardner. It provides extensive personal finance and investing information. In addition, it offers several newsletters that provide recommendations and guidance on financial planning and investing, including specific stock recommendations.
Despite being sharply criticized early on by more established investment advice firms, The Motley Fool rapidly grew popular with individual retail investors. After being forced to make some cuts in staff and services when the dot com bubble burst, the company made major expansions in the new century. It opened new offices overseas and launched its first advisory newsletter, Motley Fool’s Stock Advisor, in 2002. Today, it belongs to the market-leading financial services worldwide.
Motley Fool’s Everlasting Stocks: A Stock Advisor Newsletter
Everlasting Stocks is one of the newer newsletters offered by the Motley Fool. The first shares were added to the portfolio in October 2018. In August 2021, the service was opened to the public, and subscribers now receive two new recommendations per month.
The Everlasting stocks newsletter is presented by The Motley Fools team of research analysts. Tom is a confirmed value investor, relying on fundamental analysis. He has his own individual style, which frequently involves looking for a company in some “not so hot” market sector, with a talented and experienced management team and strong financials.
Tom focuses on finding investments that he believes are potential growth stocks over the long term. Accordingly, his investing recommendations are aimed primarily at “buy and hold” investors rather than swing traders or day traders.
Everlasting Stocks is a newsletter that includes two new stock investing recommendations each month.
New members get a jump start for creating their own Everlasting Stocks portfolio with a list of all stocks recommended. Tom has the greatest confidence regarding their potential to outperform the overall stock market.
Sign Up Process
The signup process is well-structured and customer friendly. You can either directly sign up on fool.com for $299 or use this link to sign up for $99* if you are a new member to Everlasting Stocks.
All you need for the signup is your name, address, email and a valid credit card. Once you have completed the payment process, you will see a little upsell offer with a bundle of Everlasting Stocks, Rule Breakers and Stock Advisor. I’d skip on that since it’s cheaper to use the new member’s offer for all of those separately.
- Everlasting Stocks for $99 instead of $299*
- Stock Advisor for $89 instead of $199*
- Rule Breakers for $99 instead of $299*
But for now, let’s focus on Everlasting Stocks. Once you sign up, you receive a confirmation email. Click on the green button in that email to set your password.
You can now log in by combining the email address you used during the subscription process and the password you just defined.
Insights
Now let’s talk about what you get for your money as an Everlasting Stocks subscriber.
New Stock Picks
The trade alerts are released every second and third Thursday of each month. Every stock pick includes the exact reason the stock got picked with basic data, key takeaways, performance graphs, the company story, and the stock symbol.
The new stock pick gets communicated via email and within the user dashboard.
Portfolio Performance
Everlasting Stocks has a limited track record since it is relatively new, with the first stock added in 2018.
You can access historical stock picks by selecting your service and then scrolling to Active Recommendations.
Here you see a list with all details of all stock picks with
- Ticker: The stock symbol needed to trade the stock
- Latest Rec: The date when the stock was recommended
- Current Price: The most recent price per share
- Adj. Rec Price: This is the closing price of the stock from the day when it was recommended adjusted by stock splits and dividends.
- Market Cap: The current market capitalization
- Total Returns: The return of the position
- Vs. S&P Return: This shows how the stock pick performs relative to the S&P.
Motley Fool is entirely transparent about the stock picks. You can even see the closed positions with performance details by clicking on the closed positions tab.
Can you trust the performance figures?
In my opinion, yes, you can trust the performance figures mentioned by the Motley Fool. I calculated the performance for different stocks and then compared the performance to the values shown in the dashboard, and they did match.
Another positive aspect is that Motley Fool used the closing price of the stock from the date when it was added to the portfolio. That’s fair since every trader and investor has a chance to add the stock to the portfolio before or at market close to archive similar returns.
As of now, the portfolio is down 4.66%, with 66 active positions, where 22 of them are in profit right now. Five positions got closed. Why did only one position got closed so far, you may ask. Well, Motley Fool Everlasting Stocks is all about long-term investing, and they only sell a stock if the company perspectives change sharply.
News & Analysis
In the navigation, you find the News & Analysis drop-down menu that leads you to additional articles published in the premium section of the site. You also have access to the latest recommendations, video library, various podcasts and reports.
Other Motley Fool Services
The Motley Fool’s stock picks have historically outperformed the S&P 500 Index. A couple of The Motley Fool biggest winning stock picks have generated returns of over 1,000%, and many have increased in price by more than 100%.
The Motley Fool website offers lots of free information for investors looking to build a stock portfolio, including general recommendations on investing in stocks and ETFs, investing in different market sectors, finding a brokerage firm, and personal financial planning.
In addition to Everlasting Stocks, there is a wide variety of monthly investing newsletters that provide stock recommendations from Tom and his team or from his brother, Dave, who has his own investing strategy, one that’s geared more toward spotting potential high growth stocks.
The two Fool.com newsletters with the longest track records – both of which have consistently outperformed the S&P 500 for nearly 20 years – are Stock Advisor, and Rule Breakers. Rule Breakers follows a somewhat more aggressive investing strategy. A detailed comparison of those newsletters can be found here: Motley Fool Stock Advisor vs Rule Breakers.
Costs
All-in-all, Everlasting Stocks might be described as a sort of bargain newsletter, offering monthly stock picks from more expensive Fool “Everlasting” advisory services:
- Everlasting Portfolio newsletter
- Everlasting: 10X
- Everlasting: Cloud Disruptors
- Everlasting Global Partners
- Everlasting: Partnership Portfolio
- Everlasting: Moneymakers
- Everlasting: Rising Stars
- Everlasting: The Ownership Portfolio
- Everlasting: IPO Trailblazers
- Everlasting: Boss Mode
So, there’s a choice of 11 different “Everlasting” advisory services that provide recommended stock buys every month. However, 10 of those services range from $1,499 a year to $4,999 a year.
The list price for Motley Fool Everlasting Stocks is $299/year. However, new members can join the service for only $99* in the first year.
Subscribers receive two stock picks each month and get access to the community, watchlist and entire trade history.
Conclusion
Everlasting Stocks is one among the many newsletters from The Motley Fool that provide subscribers with stock picks and general investment recommendations. It may be a good choice for beginning investors because of its relatively low cost compared to the much higher priced offerings from the Everlasting series, such as Everlasting 10x and Everlasting Cloud Disruptors.
The Motley Fool Investing Philosophy is to:
- Buy more than 25 stocks over time,
- Hold them for a minimum of 5 years,
- Add new savings regularly,
- Hold the position through market volatility (use the cost average effect),
- Let the winners run and target for long-term returns.
The Motley Fool Everlasting Stocks follows exactly this philosophy, and they aim to outperform the average market returns as they do with their other newsletters.
You can subscribe directly at fool.com for the full price or use the new members’ offer for each service to save a lot of money in the first year.
- Everlasting Stocks for $99 instead of $299*
- Stock Advisor for $89 instead of $199*
- Rule Breakers for $99 instead of $299*
If you subscribe to all three services, you get 6 stock picks per month. Make sure to decide which service to use after the first twelve months and cancel the subscription of those you don’t want to use anymore.
Pros
- Experienced team of analysts with 20 years of experience in this business
- Entire stock pick history available to all subscribers
- Track record includes company name, symbol, date, price, and more
Cons
- Relatively new service
How many stock picks do I receive?
Subscribers to the Motley Fool Everlasting Stocks investment newsletter receive on average 2 stock picks per month for a total of 24 stock picks per year.
How much does a subscription to Everlasting Stocks cost?
New subscribers pay $99 for the first year by using the link within our Motley Fool Everlasting Stocks review.
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*Returns as of January 31, 2023. Past performance is no guarantee of future results. Individual investment results may vary. All investing involves risk of loss.
- *$99 promotional price for new members only. $200 discount based on current list price of Everlasting Stocks of $299/year. Membership will renew annually at the then current list price.
- *$89 promotional price for new members only. $110 discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then current list price.
- *$99 promotional price for new members only. $200 discount based on current list price of Rule Breakers of $299/year. Membership will renew annually at the then current list price.
Overall Rating