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Motley Fool Epic Bundle Review: Is It Worth It?

Chris Dios - January 10, 2022

epic bundle review
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Motley Fool’s Epic Bundle combines Fool’s three of Fool’s most popular services in one convenient subscription package, but is it worth the added expense? We’ll get to the bottom of that question in our Motley Fool Epic Bundle review, so keep reading to get the full story on this lineup of Fool services.

epic bundle review

What is Motley Fool Epic Bundle?

The Epic Bundle includes three of Motley Fool’s top subscription services and costs substantially less than buying each service individually. Members get access to Motley Fool Stock Advisor, Rule Breakers, and Everlasting Stocks.

This collection represents some of Motley Fool’s best-ever research services. Stock Advisor and Rule Breakers are two of the company’s most popular offerings, and Everlasting Stocks is a similarly high-quality service.

Previously, Fool fans had to pay full price to subscribe to each of these services separately, but now you can bundle all three into one convenient discounted subscription package.

We’re going to go over everything you need to know about these three services in this Epic Bundle review, so you can decide if it’s a good fit. We’ll cover benefits, discounts, and more.

But first, let’s take a closer look at the publisher in our Motley Fool review. 

>> Already sold? Get the Epic Bundle here for huge savings on Motley Fool services <<

Motley Fool Review

Motley Fool is a leading retail research firm and the publisher behind Epic Bundle’s services. It’s a respected company known for its commitment to delivering consistent value for its members.

Founded in the mid-90s by brothers Tom and David Gardner, the Fool has earned a stellar reputation for its insightful research, transparent marketing, and objective stance on the market.

Rule Breakers and Stock Advisor were some of the Fool’s first services, and they helped make the company a household name with several years of market-beating performance.

However, the Fool family has grown substantially since its earlier days, and the company now offers dozens of specialized research offerings, including Everlasting Stocks and many others.

The Fool also has a track record for excellent customer service. Most of their subscriptions include satisfaction guarantees that allow subscribers to recoup their membership fee  with no questions asked if they’re not satisfied with any Fool service.

The Motley Fool was among the first companies  to pioneer email-based stock-picking newsletters, so they know the market and the research industry better than almost anyone else.

In addition to their experience and expertise, the company’s commitment to superior service and quality makes Motley Fool services some of the best in the industry. Rest assured, you’re in good hands when you see the Fool brand.

epic bundle review

Motley Fool Epic Bundle Review: What’s Included?

The Epic Bundle combines three popular Motley Fool offerings into one package, and we’re going to give each component its own mini-review. Keep reading to get the details on the included Fool services:

stock advisor review

Stock Advisor

Motley Fool Stock Advisor is one of the company’s original flagship research services. Originally launched in 2002, it remains one of the firm’s most popular subscriptions to this day.

Stock Advisor’s investment philosophy favors longer holding periods in a select group of high-quality stocks. Typically, the service aims to have about 25 stocks in its model portfolio at a time with expected holding periods of no less than five years for each stock.

This investment strategy tends to overlook short-term volatility in favor of consistent growth over time. So, if you’re interested in buy-and-hold plays, Stock Advisor could be a great fit.


The service primarily operates through a model portfolio containing all of its active recommendations and regular newsletters that keep members updated on the team’s latest research.

New members receive unrestricted access to the Stock Advisor model portfolio as soon as they join, plus two new stock picks every month.

Stock Advisor members also enjoy a wide array of additional research materials, educational resources, expert analysis of emerging stock market trends, and more.

Currently, Stock Advisor has more than 1 million members, making it one of the company’s most influential research publications.

stock advisor track record review

Track Record

Stock Advisor’s recommendations have performed admirably since the service’s inception nearly 20 years ago. As of the time of writing in December ‘21, 192 Stock Advisor picks have produced 100% gains or higher.

That’s an impressive collection of home runs, but the service’s overall performance has also been outstanding. Over the same time, Stock Advisor stocks have produced an average return of a whopping 628%*.

Those are impressive numbers, but make sure you keep your expectations in line with reality. This service makes long-term recommendations, and it’s been around for a long time. 

Expecting every pick to produce gains triple-digit gains overnight is misguided, so don’t set yourself up for disappointment.

However, Stock Advisor’s track record is a direct result of superior long-term performance. If you play your hand correctly, you could see excellent results with this service.

Individual Cost

An individual subscription to Stock Advisor typically costs $199 for one year. However, new members can get a special introductory price of $99 for the first year.

At that rate, your average cost comes out to a little more than $8 per month, but the price increases to $199 if and when you renew your annual subscription. Fool also offers a monthly membership for $39.

Even at its full sticker price, Stock Advisor is an excellent value. With a full 25-stock model portfolio and two new recommendations every month, you get a lot of bang for your buck with this service.

If you want to sign up for Stock Advisor individually, you can get started using the following link. However, we recommend you finish reading our Epic Bundle review before you make a decision.

>> Sign up for an individual subscription to Stock Advisor here <<

Get More Details

We also have a dedicated Stock Advisor review that you can check out for more details on the service. If you want to learn more, you should give it a look.

rule breakers review

Rule Breakers

Motley Fool launched Rule Breakers shortly after Stock Advisor made its rise to notoriety, and the service quickly followed its predecessor’s act with a similarly strong performance.

Rule Breakers’ research focuses on industry disruptors and high-octane growth plays, and the service has produced many of the Fool’s biggest winners over the years.

However, it maintains many of the same investment principles we mentioned with Stock Advisor. For example, Rule Breakers also believes a portfolio of 25 stocks with projected holding periods of at least five years gives investors the best possible chance at long-term success.

Despite the similarities, Rule Breakers has a separate research team from Stock Advisor, and the service’s recommendations are entirely its own.


Logistically, Rule Breakers operates in a similar fashion to Stock Advisor. It includes a model portfolio, research reports, and two new stock recommendations every month.

Members also get access to other Motley Fool resources like exclusive analysis reports, trader education resources, community forums, and more.

Currently, Rule Breakers has about 100,000 members, so it’s quite a ways behind Stock Advisor in terms of circulation. However, it’s widely regarded as one of the Motley Fool’s most notable offerings.

Stock Advisor focuses on great stocks from all over the market, but Rule Breakers is a much more targeted service that’s built for more risk-hungry traders who are looking for in-depth research on under-the-radar stocks that could explode in the future.

Check out our Stock Advisor vs Rule Breakers comparison for a more extensive review of these two flagship Fool services.

rule breakers track record

Track Record

Rule Breakers stocks have performed excellently since the service’s inception in 2004, just two years after Stock Advisor made its debut.

According to Motley Fool’s December 2021’s performance figures, 160 of Rule Breakers’ recommendations have gone on to gain upwards of 100%.

Including those triple-digit winners, the average Rule Breakers stock recommendation has produced a return higher than 330%.

Furthermore, many of the service’s stock picks beat the S&P 500 by a wide margin over the past few years.

Individual Cost

Rule Breakers costs a little more than Stock Advisor due to the extra research efforts required to pinpoint up-and-coming growth stocks. A one-year membership to the service costs $299 at full price.

However, new members enjoy a steeply discounted rate of $99 for their first year, but the price goes up if you renew at the end of your one-year subscription.

At their full prices, Stock Advisor and Rule Breakers alone cost about the same as the Epic Bundle, but the bundle also includes yet another stand-alone stock-picking service, Everlasting Stocks.

>> Join Rule Breakers now and pay just $99 for the first year <<

Get More Details

Check out our Motley Fool Rule Breakers review for a closer look at this service.

everlasting portfolio review

Everlasting Stocks

Everlasting Stocks is the cherry on top of this triple-helping of research goodness. This service includes the top-rated stocks favored by none other than Fool co-founder and CEO Tom Gardner and his team of experts.


Everlasting Stocks is the third and final Motley Fool service included in the Epic Bundle. The service has a unique investment philosophy that makes it a different animal from the previous two Fool offerings.

The service is backed by the same team of analysts that beat the S&P 500 by a 4-to-1 margin over the past 19 years, and it features stocks that are personally favored by Motley Fool’s Tom Gardner.

Tom Gardner believes investors can buy any of these Everlasting Stocks and expect to hold them forever. These buy-and-hold-forever recommendations are the service’s backbone and main draw.

Members get instant access to 15 stock recommendations as soon as they sign up. Plus, you’ll have access to any future stock picks from the team for as long as you’re a member.

You’ll also receive a brand new stock pick from legendary investor and Fool co-founder Tom Gardner each and every quarter.

Currently, Everlasting Stocks has about 700,000 members. It’s still behind Stock Advisor but it’s a substantially larger audience than Rule Breakers.

everlasting portfolio review

Track Record

We don’t have as much information on Everlasting Stocks‘ track record as we did with the previous two services.

The service just launched in 2018, so it hasn’t had as much time to amass the type of detailed figures we saw with Rule Breakers and Stock Advisor.

However, the team behind Everlasting Stocks has an excellent resume. It’s run by the same Motley Fool analysts who beat the market by more than 4X over a nearly two-decade period.

Furthermore, the same team’s previous picks have an average return of 352%. With performance numbers like that, this team is clearly doing something right, and Everlasting Stocks was built to take full advantage of its expertise and experience.

Plus, market veteran and Fool CEO Tom Gardner also personally oversees this service, and his investing track record is equally – if not more – impressive.

Individual Cost

You can signup for Everlasting Stocks as a standalone service for just $299 per year. However, in typical Fool fashion, new members enjoy a discounted rate and pay just $99 for their first year.

If you want all three of these services, keep reading because we’re gonna explain all about how the Epic Bundle can help you save big. But, you can signup here if you’re interested in joining Everlasting Stocks.

>> Join Everlasting Stocks now for just $99 for the first year <<

Get More Details

To learn more about this service, check out our in-depth Everlasting Stocks review.

More Epic Bundle Perks

Now that we’ve done a thorough review of all the individual services in the Epic Bundle, we’re going to take a closer look at what this combo package has to offer.

Bonus Reports

Epic Bundle members also get an exclusive set of 10 bonus research reports when they sign up for the service.

You won’t have access to any of these reports if you join the service individually, but Epic Bundle members get them as an added ‘thank you’ from the Fool.

Unfortunately, we don’t have many details on what these reports cover. Fool teases the 10 bonus reports with the Epic Bundle deal but doesn’t divulge much on their contents.

Given Fool’s reputation for quality research and transparency, we’re confident the reports can offer some valuable insights and potential investment ideas.

Cost Savings

The biggest benefit of bundling is cost savings. Epic Fool members pay much less to access these three services than they would if they had subscribed individually.

We’re going to break down the numbers in detail in our later sections, so stay tuned. For now, suffice to say you will save money with the Epic Bundle over buying the services on their own.

>> Click here to access the Epic Bundle deal now <<

Motley Fool Epic Bundle Review: Pros and Cons

The Epic Bundle looks pretty promising, but there are always downsides. Here’s our take on this bundle’s pros and cons.


  • Includes three of Motley Fool’s top services in one subscription
  • Rule Breakers and Everlasting Stocks beat the S&P 500 by 3-to-1 since their inception
  • Stock Advisor topped the S&P 500 by 4-to-1 since its inception
  • Over 300 stock recommendations with 100%+ returns
  • 50 Epic Bundle stocks have produced 1,000%+ returns
  • Respected publisher in Motley Fool
  • 6 new stock picks every month
  • Instant access to three model portfolios and dozens of stock picks
  • Buy and sell alerts for all active recommendations
  • Access to exclusive Fool resources and perks
  • Regular research and analysis from Fool’s top stock market experts
  • Enjoy substantial cost savings over individual subscriptions


  • No introductory rate
  • Higher upfront cost to join

>> Access these benefits now when you join Epic Bundle <<

Motley Fool Epic Bundle Cost

The Motley Fool Epic Bundle costs $499 and includes one-year subscriptions to all three publications mentioned in this review.

At that rate, your cost averages out to about $42 per month. In exchange, you get unlimited access to some of Fool’s best service offerings.

The Epic Bundle’s rate isn’t introductory, so what you pay for the first year is what you’ll pay for the second year.

Of course, future price increases are always possible. However, you won’t have to worry about your introductory rate expiring when your first year is over. 

Is Motley Fool Epic Bundle Worth It?

Signing up for these services individually would cost you a full sticker rate of $797 each year. Lower introductory rates are available, but the savings won’t last because the price goes up after the first year.

If you’re in it for the long haul, you will reap some substantial savings with this deal. You’ll pay $297 less than you would by buying all three services individually.

So, is the bundle worth it? We say probably. If you’re a long-time Fool subscriber or fan of their services, you’ll save money on your favorite services, so it’s an obvious value.

However, if you’re new to Fool, you might be better off exploring an individual subscription before you dive into the Epic Bundle. You’ll pay a lower introductory rate, and you’ll be covered under the satisfaction guarantee that’s typically included with Fool services.

Once you’ve seen for yourself that Fool is a winner, you can always come back and sign up for the Epic Bundle after your introductory rate expires.

So, yes, the Epic Bundle is worth it, but you should take all the variables and your personal needs into consideration before making the plunge.

Motley Fool Epic Bundle Review: Final Verdict

Motley Fool’s Epic Bundle gives Fool fans a convenient option for signing up for their favorite services at a discounted rate. If you’re a long-time Fool follower, you should definitely consider signing up for this offer.

Don’t forget, you’ll also get access to 10 exclusive Epic Bundle research reports when you signup with the service. These added bonuses are not available with the individual memberships.

The Epic Bundle has everything you need to make a serious run at the stock market in one convenient subscription package, and you’ll enjoy it all at a substantially discounted rate.

What’s not to like? The Fool’s Epic Bundle seems like a great option for anyone that’s serious about advancing their investing skills. We highly recommend you give it a close look.

>> Get the Epic Bundle here and save big on top-rated Motley Fool services <<

Chris Dios is an American writer and entrepreneur from New Jersey. Chris studied accounting at Drexel University and first started investing back in 2018. He currently resides just outside Billings, Montana. Chris specializes in swing trading, fundamental analysis, and long-term investing.