Motley Fool Everlasting Stocks Review
Everlasting Stocks is a stock-picking service from The Motley Fool, the company behind Stock Advisor and Rule Breakers. The service offers monthly stock recommendations and portfolio-building resources for investors who want to buy stocks that outperform the market.
About Motley Fool Everlasting Stocks
If you have been investing for some time, you know about The Motley Fool. The Motley Fool is arguably one of the most popular investing websites today.
The Motley Fool offers both free investing articles and premium subscription services. The free articles provide basic market commentary and education, while the paid services offer actionable investment advice.
Everlasting Stocks is one of The Motley Fool’s newer stock picking services. This service can be used as a standalone stock picking service or as a complementary service to both Stock Advisor and Rule Breakers (more on this later).
Everlasting Stocks helps investors build diversified portfolios of stocks that are set to outperform the market.
Subscribers get instant access to stock picks from The Motley Fool’s team of experienced analysts. These stock picks are companies that they believe investors can buy and hold forever.
To date, the Everlasting Stocks portfolio has returned over 100%.
So, is this service worth paying for? And, how does it compare to other Motley Fool services? Keep reading our Everlasting Stocks review to find out.
Everlasting Stocks Pricing
Everlasting Stocks is affordably priced at $99 for the first year (for new members) or $39 for a month.
Clearly, the annual pricing is the way to go.
Annual subscriptions are also backed by a 30-day membership fee-back guarantee.
Everlasting Stocks Features
Everlasting Stocks is a stock-picking service that is focused on helping investors build strong, diversified portfolios. Compared to other Motley Fool services, Everlasting Stocks seems to focus more on the portfolio as a whole vs. individual stock picks.
The service even recommends including ETF’s and cash/bonds in your portfolio (which we haven’t seen from other Motley Fool services).
Let’s take a closer look at some of the offerings.
Portfolio Builder + Stock Rankings
Motley Fool’s flagship services, Stock Advisor and Rule Breakers, are very focused on stock picks. While both services encourage diversification, it is clear that the stock picks are the star of the show.
Everlasting Portfolio focuses more on the portfolio as a whole. The service recommends that investors build a portfolio of:
- 80% Stocks
- 10% ETF’s
- 10% Cash or Bonds
Members get instant access to the Everlasting Stocks portfolio which includes 25+ stock recommendations and one ETF recommendation.
The Everlasting Stocks team issues a monthly report that includes updated rankings for each stock in the portfolio (with #1 being the best stock, followed by #2, etc.).
This ranking system is beneficial for investors who want to expand their portfolios over time. For example, if you wanted to add 10 stocks to your portfolio, you would add the 10 highest rank stocks. If you wanted to add 20 stocks to your portfolio, you would buy the 20 highest ranked stocks.
The monthly report also includes updates on notable movers in the portfolio. This section explains some of the rankings changes and keeps investors well-informed about the stocks they own.
Monthly, Quarterly, & Annual Recommendations
Everlasting Stocks caters to long-term “buy and hold” investors, however, guidance is still updated regularly.
Members have access to a convenient dashboard that organizes stock picks by month, quarter, and year.
This dashboard is helpful because it caters to investors with different portfolio management styles. If you like to update your portfolio monthly, you can check the monthly recommendations. If you prefer to update your portfolio a few times per year, you can check the quarterly recommendations.
Buy and Sell Alerts
Everlasting Stocks will issue buy and sell alerts based on the team’s research. If the team discovers a new stock worth investing in, they will issue a buy alert. If it’s time to sell a stock, the team will issue a sell alert.
The majority of alerts are “buy” alerts since this service is intended for long-term investors.
Every alert is backed by a research report that explains the rationale behind the recommendation.
While Everlasting Stocks doesn’t promise a certain amount of stock picks each month, the team has been fairly active in the past few months, with about two new picks each month.
Everlasting Stocks Performance
Motley Fool services are popular for two reasons:
- They are easy to follow
- They have outstanding performance
Motley Fool’s Stock Advisor service is one of the best performing stock-picking services on the market, with a 19-year track record of beating the S&P 500.
Everlasting Stocks is a newer service, but the early performance is impressive. Here is the performance from some of the 2021 stock picks:
Keep in mind that these stocks are intended to be held for years, not months, but early returns are always appreciated.
To date (November 2021), the Everlasting Stocks recommendations are up over 106% (compared to the S&P 500 at 31.3%).
We will continue to update this section of our review over time to reflect the portfolio’s performance.
Everlasting Stocks vs. Stock Advisor
The Motley Fool offers a broad range of investing services, but Everlasting Stocks is most commonly compared to Stock Advisor.
Both services are similarly priced and cater to similar investors.
So, which one is better?
Before we share our winner, it’s worth noting that Everlasting Stocks and Stock Advisor are not competing services. The services can be used together to build a well-diversified portfolio, and we can confidently recommend both. There is some overlap between the stock recommendations of both services, but there are enough unique picks to justify subscribing to both.
That said, if you are only signing up for one service, we recommend Stock Advisor.
Stock Advisor scores higher in most categories for a few reasons:
- Longer Track Record
- Better Performance
- Stock Picks from The Motley Fool’s expert team of analysts
Stock Advisor is the flagship Motley Fool service. Simply put, it is the best Motley Fool stock picking service.
Stock Advisor has a 19+ year track record of 4X’ing the returns of the S&P 500 (as of February 2022). Members get access to two new stock picks per month in addition to access to The Motley Fool’s library of expert stock recommendations inside the service.
If you are open to managing your portfolio on a monthly basis and only want to sign up for one service, Stock Advisor is the way to go. You can read our full Stock Advisor review here.
The one group of investors who may prefer Everlasting Stocks over Stock Advisor is passive investors. If you want to build a strong portfolio without monthly maintenance, Everlasting Stocks makes it a bit easier.
Once again, the two services can be used together if you want access to more stock picks.
Is Everlasting Stocks Worth Paying For?
At only $99/year for new members, Everlasting Stocks is a great value. To date, the portfolio has 3X’ed the returns of the S&P 500, so investors are sure to get value out of the service.
Everlasting Stocks is ideal for long-term investors who want to build a portfolio of stocks that can outperform the markets. In a way, this service gives investors an opportunity to build their own mutual fund (without management fees or subpar returns).
We also like that the service is focused on investor portfolios as a whole vs. individual stock picks. This is particularly beneficial for investors who are building their first portfolios.
Overall, the service provides great stock picks at a great price.
We will continue to update our Everlasting Stocks review over time as the service continues to grow.
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