Motley Fool Epic Review: Is It Worth It In 2025?

Motley Fool Epic is the evolution of what was previously called the Motley Fool Epic Bundle. It includes several of Motley Fool’s most popular scorecards — Stock Advisor, Rule Breakers, Hidden Gems, and Dividend Investor — along with a bunch of cool stock research tools and resources. 

But is Motley Fool Epic worth it? After all, at $499 per year, it’s a serious investment. (Happily, you can use any of the links in this post for a discount of $200 off your first year.*)

In a word: Yes.

Motley Fool Epic is loaded with tools and features that can help serious, non-professional investors identify and research potential investment opportunities, diversify their portfolios, and gain knowledge and skills that can inform future investment decisions. In this Motley Fool Epic review, I’ll share my honest opinions on every aspect of the service. 

Important note: While I do think Motley Fool Epic is worth it for many investors, I don’t think it’s for everyone. For instance, if you’re just getting started with investing, or you solely want to buy and hold stocks, Stock Advisor might be a better fit. (Check out our review here.) That said, let’s get to it: 

Motley Fool Epic Review: Key Takeaways

• Motley Fool Epic, formerly Motley Fool Epic Bundle, is a premium service that costs $499 per year (but you can save $200 when you use this link and the code EPICSALE*). It combines several of Motley Fool’s popular scorecards: Stock Advisor, Rule Breakers, Hidden Gems, and Dividend Investor.  
• The suggested portfolio size for Motley Fool Epic is $50,000.
• Both Stock Advisor and Rule Breakers have a proven track record of outperforming the markets (I’ll share charts below). 
• Beyond just stock picks, an Epic subscription gives you access to Motley Fool stock research tools, allocations based on risk tolerance, and more. 
• I initially had trouble accessing the service, but customer service was prompt and the issue was remedied quickly. 
• 30-day Membership-fee back policy: If you cancel within 30 days, you’ll get every penny of your membership fee back, no questions asked.

Motley Fool Epic: What It Is 

If you’re interested in stocks and investing, then you’re probably already familiar with Motley Fool. They’ve been around since 1993 (basically forever), and their advertisements featuring market-beating returns are ubiquitous.

Motley Fool Epic is a brand-new offering from Motley Fool. It’s similar to what was formerly called the “Epic Bundle,” but with a lot more bells and whistles. 

Here’s what you get with Motley Fool Epic: 

• 5 picks/month 
• Monthly recommendations and rankings from Stock Advisor, Rule Breakers, Hidden Gems, and Dividend Investor
• A robust toolkit including Cautious, Moderate, and Aggressive Portfolio Strategies with specific stock allocation, FoolIQ research tools, simulators, and more. 
• Access to full historical financial data, max drawdown, and projected annualized returns for all publicly traded companies in Fool IQ.
• Access to Motley Fool’s GamePlan+ financial hub and financial planning articles.
• Access to Motley Fool’s proprietary stock scoring system, driven by their Quant team (Quant 5Y).
• Premium access to Epic Opportunities, a members-only podcast.
• Articles and earnings coverage on an expanded universe of stocks.

It’s not hard to see why Motley Fool calls it “The home plate for individual investors, backed by additional stock recommendations, quant analytics, and a toolkit to supercharge your investing journey.” 

I’ll go into all of the aforementioned features in more detail below. But first, let’s talk about Motley Fool’s track record.

Is Motley Fool Legit? Motley Fool Track Record 

Motley Fool Epic is a new offering, but it includes two long-standing Motley Fool products: Stock Advisor and Rule Breakers. The track record of these two services is mighty impressive. Let’s start with Stock Advisor:

And here’s Rule Breakers:

Here are some specific stocks Motley Fool services have recommended over the years: 

The bottom line? Motley Fool has a great track record of choosing high-potential stocks and outperforming the market. 

That said, here’s an important reminder: Investing is risky. It’s unwise to simply follow stock recommendations without doing your own research — even if the stock pick comes from a reputable source. I’ll share specific examples of how I added a layer of due diligence to the stock picks I chose from Motley Fool in a little bit. 

Getting Started With Motley Fool Epic

It’s very easy to get started with Motley Fool Epic. Using this order page, you can enter your information and payment details and gain access to the site in under 10 minutes. 

Initially, I had an issue signing in — but I contacted customer support and they got back to me almost immediately and quickly remedied the issue. So, despite the small snafu, their customer service gets a gold star for promptness and friendliness. 

Once you’re logged in, you’ll gain access to a clean dashboard that clearly shows the stocks on your watchlist, recent coverage and stories relevant to Motley Fool picks, new recommendations, and the top rankings. A nicely organized side bar allows you to toggle other options, including: 

• New recommendations (the latest stock recommendations within all of the Motley fool services rolled into your membership)
• Rankings
• My Stocks (Stocks on your watchlist) 
• Coverage (Recent coverage on tickers) 
• My Services (Quick access to Stock Advisor, Rule Breakers, Hidden Gems, and Dividend Investor)
• GamePlan+ (I’ll explain below) 
• My Reports (Reports on current market trends and catalysts) 
• Toolkit (A variety of tools including FoolIQ+)
• Discuss (A forum for users to discuss investment strategies and specific tickers)

Motley Fool Epic: Key Features 

Now, let’s dig into all of the cool stuff you get with Motley Fool Epic.

5 Stock Picks Per Month

With Motley Fool Epic, you gain access to 5 stock picks per month, from four of their services. Here’s the breakdown:

• 2 picks from Stock Advisor, Motley Fool’s longest-running service, with an average return of 884%*
• 1 recommendation from Rule Breakers, Motley Fool’s service that focuses on stocks with high growth potential (think: future tech heavyweights, etc)
• 1 pick from Hidden Gems, which provides foundational stocks that can anchor your portfolio 
• One recommendation from Dividend Investor, for a high-quality dividend stock

What I like about this variety of stock picks is that you have the ability to pick and choose what suits what you’re looking for in your portfolio at any given moment. 

New Recommendations

If you want to quickly access the latest recommendations, you can select “New Recommendations” on your dashboard. You can either view all of the recommendations from all of the services, or filter by the service you’re most interested in. You’ll see:

• The ticker symbol 
• The company name 
• Suggested action (Buy/Hold/Sell)
• Type (Cautious / Moderate / Aggressive) 
• Service (SA / RB / HG / DI) 
• Date recommended

From there, you can click for more information on the given ticker, including details on the latest recommendations and quant projections. 

Here’s what I like about the “New Recommendations” feature:

• You have easy access to new investing ideas — for instance, I was familiar with some of the tickers I saw, but not all of them, which made me want to learn more
• You can easily sort by service and investment type
• You have easy access to more information if you’re interested in a particular ticker

Rankings 

From your dashboard, you can select “Rankings” to see a list of all current Motley Fool Rankings, which shows you key data for each ticker, including the type of investment (Cautious, Moderate, Aggressive), estimated returns, and estimated max drawdowns.

One of my favorite parts of the “rankings” page is that you can also gain access to all of the times that Motley Fool has recommended the stock and which services covered it:

I found this feature very useful, as I personally find that seeing repeated recommendations helps me build confidence and conviction in potential investments. 

Motley Fool Reports

With an Epic subscription, you gain access to Motley Fool reports that detail specific market trends and stocks that could benefit from them. 

For instance, a recent report included “One Candidate for the Next Magnificent Seven” which includes one specific stock that the Motley Fool Staff believes is a candidate for the next magnificent seven, but also included several other stocks that are poised to take advantage of the same benefits that could elevate that stock. 

These reports are frequent, and often have really interesting information that can help you better understand market catalysts and how to take action on them. 

Motley Fool Community

With Motley Fool Epic, you can select the “Discuss” option on the side bar of your dashboard page, which will give you access to discourse and chat with other Motley Fool members. I found it sort of like looking at Reddit, but a lot more targeted, and with a lot less cursing. These forums are a great place to get anecdotal information and learn about other people’s investing strategies. 

Toolkit 

Motley Fool Epic gives you access to a nifty little “Toolkit” that includes:

• FoolIQ+: This was one of my favorite tools in the Motley Fool Epic toolkit. If you have a stock you’re watching, you can enter the ticker and instantly gain access to a variety of motley fool content on the ticker, including basics like the company’s chart, symbol, and market cap, as well as more detailed information like income statements, balance sheet,cash flow, insider trades, and more. You also gain access to all Motley Fool recommendations on the stock.
  
  If you’re looking for a broad overview of a company you’re already interested in, you can just enter it in the search bar. If you’re looking for new ideas, you can try the “show me a random company” tool. I didn’t invest in any of the companies I found at random, but it was really fun to see what came up, and I did add some of these new discoveries to my watchlist.

• Portfolio Strategies: With this tool, you get access to model portfolios of stocks that align with specific portfolio strategies: 

Simply choose a strategy and you get a long list of stocks that align with it, including model allocations. If that’s a bit daunting, you can also check out the “Starter Pack” which includes a shorter list of more foundational tickers to start with.

• Indicators: With this tool, you gain access to Motley Fool’s Potential Growth Indicator, or PGI. 

The PGI is designed to give you a sense of investor sentiment. The higher the PGI is, the less excited investors are to invest today. This indicates there could be better times ahead for stocks when investors eventually return to putting savings back into the market.

• Simulators: Motley Fool’s simulators allow you to see the probability that a portfolio would have made money over time while holding a given number of stocks, based on the historical performance of random Motley Fool stock picks. (All stocks are equal weight in their analysis.)

• CAPS: CAPS is a ratings system that relies on “the collective might of the Motley Fool community” to rate stocks based on the companies behind them and their long-term investment potential. These ratings might fluctuate throughout the year based on company performance, earnings reports, and other factors. Anyone can join and participate in this system. What I like about CAPS is that it really gives you a quick read on how a stock is perceived by investors. I probably wouldn’t make an investment based on CAPS alone, but it is interesting to see.

GamePlan+

On Motley Fool Epic’s dashboard, there’s a GamePlan tab where you can choose your investing type. It’s sort of like a building block for building your portfolio, and they have monthly challenges to help you stay on track with your investment goals. 

Podcast 

There is a members-only podcast that highlights stocks exclusive to Epic — but full disclosure, I haven’t listened to it. I’ll update the post when I have, but for now, I just wanted to let you know it exists. You’re welcome. 

Is Motley Fool Epic Worth It?

In my opinion: Yes. Let me explain by telling you how I used the service. 

After playing with all of the features Motley Fool Epic has to offer for a few days, I decided to take the leap and invest in two stocks that were already on my watchlist.

Did I buy these stocks solely because I saw them on Motley Fool Epic? No. 

However, the ability to research them, see recommendations, and see what other members were saying about them absolutely strengthened my conviction in both investments. 

Of course, I didn’t just click “Buy” — I also cross-referenced each ticker using WallStreetZen premium tools, which allowed me to add another layer of due diligence, and also to easily see what analysts were saying about both of the tickers I chose. 

I can’t say that either of the stocks have delivered 10x returns or anything — but it’s still early days. My goals are longer-term oriented, so I’m curious to see how the investments play out over time.

8/29/2024 UPDATE: It’s been about a month since I invested in 2 stocks after researching them on Motley Fool Epic. One of them (a pet-related company you may know) is up about 20% — so suffice it to say I’m pretty happy so far.

But does that mean it’s right for you? Possibly. Here’s who I think could benefit from Motley Fool Epic: 

• Current Stock Advisor members who want more tools and more picks
• Serious, but non-professional investors who are looking to uplevel (with a portfolio size of roughly $50,000) 
• Investors who want frequent, fresh, investing ideas 
• Investors who are interested in expanding and diversifying their portfolios with a mix of cautious, moderate, and aggressive investments 
• Investors who like to geek out and look at potential investments from every angle before clicking “buy.” 
• Investors looking for a robust assortment of tools to help them make more intelligent investment decisions

Here’s who Motley Fool Epic is NOT good for: 

• Investors who want everything done for them (the service does offer picks, but it’s always best to add your own layer of due diligence) 
• Investors who want a quick buck (even though there are some more “Aggressive” stocks, Motley Fool is not about 10x’ing overnight) 
• Investors who only want to stick to one strategy (Stock Advisor might be a better pick) 
• Investors who are just getting started — I’d suggest getting familiar with stocks with WallStreetZen Premium or starting with Stock Advisor and working up to Motley Fool Epic

Conclusion: Motley Fool Epic 

With five picks per month and a robust suite of tools and resources, Motley Fool Epic is well worth it for serious investors looking to uplevel and diversify their portfolios.

And if you try it out and see that Motley Fool Epic isn’t for you? If you cancel within 30 days, you’ll get every penny of your membership fee back, no questions asked. So why not give it a try? 

P.S. Looking for Alternatives?

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