DISCLOSURE: THIS POST MAY CONTAIN AFFILIATE LINKS,MEANING That I GET A COMMISSION IF YOU DECIDE TO MAKE A PURCHASE THROUGH MY LINKS, AT NO COST TO YOU. PLEASE READ FULL DISCLOSURE HERE
Motley Fool Epic is a newly launched investment service by the Motley Fool.
It gives you access to all four scorecards: Stock Advisor, Rule Breakers, Hidden Gems, and Dividend Investor.
I have been using Stock Advisor for many years to get stock ideas.
Recently, I just tried the Motley Fool Epic.
Is the Motley Fool Epic worth it?
Can it help you find good stock ideas and build a balanced and diversified portfolio?
Can Motley Fool Epic Help You Find Good Stock Ideas?
As a Motley Fool Epic Subscriber, you get five stock recommendations every month, compared to just two stock recommendations every month with just a Stock Advisor subscription.
Personally, I have been using Motley Fool Stock Advisor for years because I think there are a lot of well-researched stock recommendations with long-term growth potential.
By the way, I don’t buy every stock recommendation made by Motley Fool Stock Advisor.
I mainly used Motley Fool Stock Advisor to get stock ideas because they have a track record of finding multi-baggers.
For example, it first recommended Nvidia back in 2005, then again in 2009, then again in 2017.
It first recommended The Trade Desk in 2017 and has recommended it multiple times over the years as shown below.
It first discovered Netflix back in 2003 and has recommended it multiple times over the years as shown below.
Since its inception in 2002, Motley Fool Stock Advisor has outperformed the S&P 500.
As of 25 Feb 2025, Stock Advisor returned 891.62% while the S&P 500 returned 173.87%.
[Past performance is no guarantee of future results. Individual investment results may vary. All investing involves risk of loss.]
With the Motley Fool Epic, you also get access to Rule Breakers stock recommendations.
Motley Fool Rule Breakers has been one of Motley Fool’s most popular stock-picking services.
It was started in 2004 to help people find market-beating growth stocks.
So, it’s not the mainstream stocks that everyone is following, but little-known growth stocks that have great potential to be the market leader in the future.
Think “Amazon” and “Netflix” which were recommended by Motley Fool Rule Breakers back in 2004.
As of today, Amazon is up 28,193% while Netflix is up 53,999% since they first recommended it.
[Past performance is no guarantee of future results. Individual investment results may vary. All investing involves risk of loss.]
Like Charlie Munger said, you won’t have many great ideas and you also won’t need many great ideas.
All you need is just one or two really great ideas every year.
Once you have one or two really exceptional opportunities, you must be there to seize them.
Motley Fool Epic is one of my go-to sources for exceptional opportunities.
I research every single one of the Motley Fool’s stock recommendations and patiently wait for that one “FAT PITCH”.
“ In 1941 the legendary baseball player Ted Williams posted a 0.406 batting average for that season which makes him the last player Major League baseball player to bat over 0.4 in a single season. When asked about his secret he replied that he only hits the ball when he gets a good pitch meaning he divides the strike zone into 77 cells each representing the size of the ball. Among those 77 the only strikes when the ball comes in his strong zone i.e. in a few of those in the middle. He said he will miss the ball in the strike zone rather than striking at a ball which is not in his strong striking zone”.
For example, Axon was recommended by Rule Breakers multiple times over the years.
It was recommended in 2016 when its price was around $16.
Later on, it was recommended five more times at a price range of $43-$250.
As of Feb 2025, Axon’s share price is $525.
What I also like about Rule Breakers is that stock analysis is insightful and makes sense.
Below is just an excerpt of the stock analysis when it was recommended almost ten years ago.
By the way, not ALL Rule Breakers’ stock recommendations are multi-baggers.
As a matter of fact, growth stocks are very volatile and risky.
So, it’s not surprising that you could see multi-baggers like Axon, and you could also get stock recommendations that do quite poorly.
Like I said before, I don’t buy every stock pick from Motley Fool Epic.
But, I want to get all the potential multi-bagger stock ideas on my radar.
That’s why Motley Fool Epic has been a nice source of good stock ideas.
What I do is that I will put any interesting stock idea that I get from Motley Fool Epic on my WatchList first, and then I will do my research before making an independent investment decision.
Apart from Stock Advisor and Rule Breakers, you also get access to Hidden Gems which helps you find stocks that have outstanding medium-to-large businesses with all-in, visionary leadership teams.
Since its inception, Hidden Gems stock recommendations have outperformed the S&P 500.
As of Feb 25, 2025, it returned 55.75% while the S&P 500 returned 46.37% over the same time.
[Past performance is no guarantee of future results. Individual investment results may vary. All investing involves risk of loss.]
This hidden gem (i.e. Arista Networks) was first recommended with a buy price of $17 in 2020.
Subsequently, Arista Networks was recommended by Hidden Gems a few more times in the price range of $30 -$57.
Arista Network went as high as $130 in Jan 2025 before its recent pullback to $91.
Both Rule Breakers and Hidden Gems are my go-to places for growth stock ideas.
Lastly, you also get access to Dividend Investor inside Motley Fool Epic.
This is a nice-to-have service for me because right now I am thinking about allocating more of my portfolio to defensive dividend stocks.
Ever since 2022, the stock market has been going up significantly.
I think rotating some of my growth stocks into dividend stocks is a good way to protect my portfolio gains and also position my portfolio more defensively.
So, Motley Fool Dividend Investor would come in handy.
How Motley Fool Epic Helps You Build A Portfolio
The Motley Fool Epic gives you a tool called “Portfolio Strategies” to help hands-on investors build their investment portfolios.
Depending on which risk profile you belong to, there are three different portfolio strategies for you to choose from:
- Cautious (for conservative investors)
- Moderate (for investors with a moderate risk appetite)
- Aggressive (for investors with a high-risk appetite)
For example, if you consider yourself a moderate investor, you can click “Moderate” and view the”Strategy”.
As shown below, you can see the complete model portfolio with recommended ETFs and stocks as well as their respective portfolio weighting.
There are 3 ETFs and 29 mid-cap and large-cap stocks in the portfolio.
ETFs account for almost 30% of the portfolio while each single stock does not exceed more than 7% of the portfolio.
For aggressive investors, the model portfolio consists of 3 ETFs and 24 stocks with ETFs only accounting for just 10% of the portfolio and quite a few stocks exceeding more than 5% of the portfolio.
For each stock, you can use the Motley Fool stock analysis tool to analyze it and also read/watch the analysts’ deep dive into the company.
Below is the overview of the stock analysis tool called “Fool IQ+”
As you can see, for this particular stock, the Motley Fool first recommended it around 2005 when it was about $10 by Motley Fool Rule Breakers.
Then, it recommended it again in 2007 when it was about $29 by Motley Fool Rule Breakers.
Fast forward to 2022, Motley Fool Stock Advisor recommended it again in 2022 when the stock price was around $230.
It continued to recommend it two more times between 2022 and 2023 when it was trading in the range of “$295 to $339”.
Right now, Vertex Pharmaceuticals’ stock price is $480.
When you subscribe to the Motley Fool Epic, you get access to Stock Advisor, Rule Breakers, Hidden Gems, and Dividend Investors.
Rule Breakers stock recommendations are usually high-growth stocks (also high risk) that could have massive upside potential. (However, be mindful that it could also go down significantly)
Stock Advisor stock picks are usually companies that are more established and have strong fundamentals with a promising long-term outlook.
Motley Fool Epic Pricing
So, how much does Motley Fool Epic cost?
Let’s do some simple maths first.
The annual Motley Fool Stock Advisor subscription costs $199/year.
They used to offer individual Rule Breakers subscriptions which cost $199/year, but right now you can only get access to Rule Breakers through Motley Fool Epic.
On top of Stock Advisor and Rule Breakers, you also get access to Dividend Investor and Hidden Gem, which are not available as a stand-alone service.
So, is it worth getting Motley Fool Epic?
The total cost of Stock Advisor and Rule Breakers alone is almost $400/year.
On top of that, you also get full access to The Quant: 5Y (Q5Y), which is a proprietary metric created by The Motley Fool that’s used to rate a stock’s ability to outperform the market over five years.
Also, you have full access to Fool IQ which is a stock analysis tool with all the information and data that you need (e.g. financial data, charting, in-depth analysis, similar companies, insider transactions, earnings estimates, analyst coverage and etc)
Usually, Motley Fool Epic costs $499/year.
But, new members can click here to get a special $200 discount.
So, right now it would only cost $299/year, which is much cheaper than buying these four scorecards individually.
This special offer is only available for a limited time.
Better still, you can try out Motley Fool Epic for 30 Days with a membership-fee-back guarantee.
Claim Your $200 Discount For Motley Fool Epic Today
Leave a Reply