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With day trading, passive income, and growth investing dominating the discussion around personal finance, what’s a risk-averse, long-term investor to do? If you’re more interested in watching your portfolio increase in value after thirty years rather than thirty days, you might feel like a distinct minority when it comes to investing and wonder where to go for guidance.
You could work with a traditional financial advisor or a broker, of course, but these services often come at a hefty price in the form of commissions and fees. Or you may simply feel more comfortable managing your investments personally.
The Motley Fool, the same company that pioneered personal investing in the 1990s with market-beating, affordably-priced stock picking services, might have just what you need in its subscription service: Everlasting Stocks.
In this guide, we’ll take a look at the features of the latest Motley Fool premium offering and learn more about its unique investment strategy.
on The Motley Fool’s website
Quick Summary: Everlasting Stocks is a service offered by The Motley Fool focused on offering stock recommendations to beat the market over extremely long periods (hold stocks for at least 5 years).
Promotion: $99 for the first year1
What is Motley Fool Everlasting Stocks?
Created in 2018, Motley Fool Everlasting Stocks aims to help retail investors develop a diversified portfolio of top-tier securities that will gradually increase in value over twenty or more years. Though the format — a monthly newsletter of tailored stock picks together with investment advice — follows that of the better-known Stock Advisor and Rule Breakers services, Everlasting Stocks stands out for its emphasis on slow, predictable increases in value.
Like Motley Fool’s other subscription services, Everlasting Stocks offers investors insider tips from professional analysts in the form of a monthly email. But whereas Rule Breakers and Stock Advisor focus on immediate growth and comparatively short-term gains, Everlasting Stocks are designed to be held for decades, if not a lifetime.
Subscribers receive the same twice-monthly emails as other Motley Fool stock-picking services, however the type of securities will differ from those recommended by Stock Advisor or Rule Breakers. Everlasting Stocks are intended, in the words of Motley Fool co-founder Tom Gardner, as ‘buy now and hold forever’.
Gardner personally owns each and every one of the stocks recommended as part of Everlasting Stocks subscription service and plays an active role in the selection process.
How Does Motley Fool Everlasting Stocks Work?
Like other Motley Fool stock picking services, Everlasting Stocks uses a straightforward signup process.
To subscribe, access the Motley fool website and look for the ‘Our Services’ banner. Click on the banner and scroll until ‘Motley Fool Everlasting Stocks’ appears in the list of available service. Next, you’ll enter your personal information, create a login and provide payment details.
Once you’ve taken care of the admin, Motley Fool will ask you a series of targeted questions to better understand your risk appetite, financial goals and investment experience:
- Do you have experience investing in stocks?
- Do you have a brokerage account?
- What do you hope to get out of your Motley Fool membership?
- Which type of stocks are you most interested in?
- How frequently do you plan to invest?
Based on your responses, you’ll receive emails with recommendations on stocks to purchase on a monthly basis, as well as quarterly and annual suggestions. If or when your goals change, you can always update your preferences in your account settings.
Motley Fool Everlasting Stocks Features
From investment suggestions to accessible market analysis to educational webinars, Everlasting Stocks goes beyond stock recommendations for a more comprehensive approach to investment guidance.
Two New Stock Picks Each Month
Like other Motley Fool stock picking services, Everlasting stocks releases two new recommended picks each month. Members can choose to purchase these securities to round out the list of ten foundational stocks that make up the Everlasting portfolio.
Access to Previous Stock Picks
Everlasting Stocks members can review previous recommendations by the Motley Fool analysis team via the ‘Recs and Analysis’ tab in the client dashboard.
The analysts behind Everlastings Stocks publish a monthly ranking of their suggested securities based on the likely performance. The higher a given stock ranks, the greater the chance that it will beat the market over five years.
It’s inevitable that, on occasion, a previously high-performing stock will begin to slide. In these cases, Motley Fool analysts aim to protect subscribers from losses by issuing “sell alerts”, notifications that it’s time to close your position. Each notification explains the reasoning behind the suggestion to sell, but you’re always free to make your own decision.
Everlasting Stocks Investing Resources
Everlasting Stocks investing tools and educational materials are your guide to developing the stable and diversified portfolio you need for lifelong financial security by following the Motley Fool’s time-tested investment principles.
Whether you’re entirely new to securities or a more experienced stock trader transitioning from short- to long-term growth strategies, Everlasting Stocks’ investment resources provide helpful insights on how to manage your investing.
Everlasting Stocks Performance
Created in 2018, Everlasting Stocks was released to the public just one year ago, in 2021. According to Motley Fool, however, analysts’ picks have outperformed the S&P every year for the last four years — a promising start.
|$969.24B (Mega Cap)
|$36.82B (Large Cap)
|$6.43B (Mid Cap)
|$39.17B (Large Cap)
|$3.04B (Mid Cap)
|$486.15B (Mega Cap)
Motley Fool Everlasting Stocks Community
These dedicated message boards allow Everlasting Stocks members the world over to communicate in real-time, trading independent tips and sharing suggestions.
The Motley Fool Investment Team actively participates in discussions, and questions about Everlasting Stocks recommendations or market analysis often receive a personal response.
Motley Fool Everlasting Stocks Reports
Customized performance reports for Everlasting Stocks members help you understand the evolution of your portfolio, as well as recommended securities and other investments.
Check out the Motley Fool Asset Allocation Guidance to learn more.
Access to Other Motley Fool Premium Features
A premium service, Motley Fool’s Everlasting Stocks also affords members access to a collection of educational resources and investing tools to assist in developing an understanding of long-term strategies.
Create a personalized watchlist of securities you own — or would like to! — and monitor performance over time.
Motley Fool Live
Attend daily livestreams by Motley Fool Analysts on subjects ranging from earnings analyses, up-and-coming stocks and portfolio management.
Motley Fool Stock Screener
Streamline your investing and remove unnecessary uncertainty with a stock screener designed to help you find just the right investment for your specific criteria. Search for securities based on price, performance or other factors to find the next addition to your portfolio.
Mix and mingle with other members of the Motley Fool community to benefit from a diversity of perspectives on the latest market movements and crowdsource suggestions on stocks to watch.
Motley Fool CAPS
Designed to leverage the collective investment skill of the Motley Fool community of subscribers, Motley Fool CAPS assesses securities by comparing individual investor predictions and actual performance.
Wondering how your portfolio might perform if you changed the allocation of your assets or divested yourself of a specific security? Motley Fool’s simulators can help you visualize possible outcomes based on historical market data.
Tune in for investment advice on the go from the Motley Fool Investment Team. Popular podcasts include Motley Fool Answers, Market Foolery, and Industry Focus.
With upwards of 40 hours of livestream replays and produced content covering a diverse range of investment topics — Canadian mortgages, anyone? — the Video Library has something for every investor.
Motley Fool Everlasting Stocks Pricing
Accessibly priced for new investors, a subscription to Everlasting Stocks will set you back just $299 per year, however new members can get it for $99 (first year) through The Modest Wallet (all you have to do is sign up through our link). What’s included? Two emails per month with stock picks and investment recommendations, immediate access to a list of ‘buy now’ stocks, and membership in an active community of like-minded investors.
Motley Fool Everlasting Stocks Promotions
If you’re ready to make The Motley Fool your one-stop shop for all your investment planning needs, the Epic Bundle delivers significant value. For $499 per year, you’ll receive access to three top-rated stock picking services: Everlasting Stocks, Rule Breakers, and Stock Advisor. Or, you can also get Motley Fool Everlasting Stocks for $99 (first year) using The Modest Wallet’s sign-up link.
Motley Fool Everlasting Stocks Customer Support
If ever you should find yourself confused about some aspect of your Everlasting Stocks subscription, Motley Fool has a comprehensive customer support system at the ready. Can’t find the information you need in the extensive FAQ and tutorial library? Human help is just an email or a phone call away.
Motley Fool Everlasting Stocks Pros
- Solid introduction to long-term investing
- Holistic focus on your entire portfolio
- Diverse range of investment recommendations, including ETFs and bonds
- All recommendations personally owned by Tom Gardner, co-founder of Motley Fool
Motley Fool Everlasting Stocks Cons
- Less track record than other Motley Fool services
- Not suitable for short-term investors
- Minimal resources for self-guided research
Motley Fool Everlasting Stocks Alternatives
If your currently focused more on short-term investment goals or prefer to restrict your investing only to stocks, you may get more value from another Motley Fool service designed to generate faster gains:
Motley Fool Rule Breakers
Motley Fool Rule Breakers is a subscription stock-picking service targeting aggressive, growth-minded investors with a higher risk appetite. Members receive two emails per month with stock picks tailored to specific industries, as well as access to the Starter Stocks and Buy Now lists and community discussion boards. Read our full Motley Fool Rule Breakers review to learn more.
Motley Fool Stock Advisor
The subscription service that started it all, this Motley Fool offering includes two stock picks per month, together with access to the Starter Stocks and Buy Now recommendation lists. Ideal for new investors, Motley Fool Stock Advisor emphasizes large-cap stocks that analysts recommend holding between five and ten years. Read our full Motley Fool Stock Advisor review to learn more.
|$299 per year
|$199 per year
|$299 per year
|$99 for first year (Motley Fool Everlasting Stocks)
|Get 60% Off 1st Year (Motley Fool Stock Advisor)2
|$99 for first year (Motley Fool Rule Breakers)3
|Aimed to beat the market over extremely long periods
|Premium stock-picking newsletters
|High-growth stock research and recommendations
|Buy and hold investors (hold stocks at 5 years)
|New investors looking for stock ideas
|Buy and hold investors (hold stocks at least 3-5 years)
Who is Motley Fool Everlasting Stocks For?
The underlying investment philosophy Motley Fool promotes can benefit almost any retail investor, however the emphasis on long-term portfolio development behind Everlasting Stocks may work best for:
- Busy investors: with neither the time nor the desire to continually monitor the markets or search for the best buys.
- Risk-averse investors: willing to trade immediate growth for long-term stability.
- Liquid investors: with cash they won’t need for expenses in the near future.
- Targeted investors: who prefer a balanced portfolio of well-known companies, rather than hundreds of stocks
If you’re already working with a brokerage or financial planner to manage your investments or are hoping to generate immediate income from trading securities, Everlasting Stocks may not be for you. Likewise, the annual fee — $299 per year — may place this product out of reach for some.
In A Nutshell
- Service: Stock picking service aimed to beat the market over extremely long periods (5 years or more)
- Pricing: $299/month (Everlasting Stocks)
- Promotion: $99 For 1 Year (For new members)
Motley Fool Everlasting Stocks FAQ
We’ve found some of the most frequently asked questions related to Motley Fool Everlasting Stocks service, here are our answers.
Is Motley Fool Everlasting Stocks Worth The Price?
If you’re a future-oriented investor who values stability in search of accessible guidance on how to develop a well-rounded portfolio, Everlasting Stocks may be just the tool for you.
Daytraders, growth-investors and professional investors, on the other hand, likely won’t find much value in Motley Fool’s fundamentals-based approach to investing.
Is Motley Fool Everlasting Stocks Safe?
Motley Fool provides guidance and suggestions based on over three years of investment and market analysis experience. While the company famously outperforms the S&P 500 on a consistent basis, it’s important to remember that all investing carries a degree of risk, and Motley Fool does not guarantee specific results.
Motley Fool is not a broker and will never request access to your bank or brokerage account.
Does Motley Fool Everlasting Stocks Offer a Free Trial?
No, you will be required to enter your payment information when signing up for Everlasting Stocks. If, however, you decide within 30 days of subscribing that the service doesn’t work for you, you have the option to cancel and receive a full refund.
How Do I Cancel My Motley Fool Everlasting Stocks Subscription?
Motley Fool makes canceling your subscription a straightforward exercise: simply open your account settings, click ‘My Account’, then ‘Cancel’ when it appears in the dropdown menu next to ‘Everlasting Stocks’.
Does Motley Fool Everlasting Stocks Beat The Market?
Just three years old, Everlasting Stocks hasn’t had time to generate the kind of consistent performance for which Stock Advisor and Rule Breakers are known. Initial results seem promising, however: Everlasting Stocks’ portfolio is up +25.28% as of August 2022, compared to +16.87% for the S&P 500.
Does Motley Fool Everlasting Stocks Offer a Money-Back Guarantee?
The Motley Fool offers a 30-day membership-fee back guarantee.
Novice retail investors and fans of the Motley Fool philosophy looking to build a comprehensive portfolio of stable investments and the patience to wait for a rainy day (or retirement) will find a lot to like in the Motley Fool Everlasting Stocks subscription service. Day traders and aggressive investors might find the advice simplistic or the suggested stocks snooze-worthy, however.
1 Based on $299/year list price. Introductory promotion for new Everlasting Stocks members only.
2 Based on $199/year list price. Introductory promotion for new Stock Advisor members only.
3 Based on $199/year list price. Introductory promotion for new Rule Breakers members only.
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Laura Wolfe is a freelance writer covering topics including personal finance, retail investing, and FinTech. Before transitioning to writing full-time, Laura worked as a lawyer specializing in cross-border disputes. She believes in empowering individuals to make smart decisions with their money in a rapidly-evolving economy.