Motley Fool Epic Bundle Review – Is It Right For You?

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By Theo Madsen

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Motley Fool Epic Bundle Review

  • Ease of use
  • Value
  • Quality
  • Performance


The Motley Fool Epic Bundle is a bundle of four stock services: Stock Advisor, Rule Breakers, Everlasting Stocks, and Real Estate Winners. This bundle focuses on the two investing strategies of explosive growth stocks and real estate stocks. Learn everything you need to know about this bundle of stock services by reading our complete and thorough Motley Fool Epic Bundle review. 


  • Includes seven new stock recommendations per month
  • Balances high-growth stock picks with real estate stock picks
  • Stock Advisor and Rule Breakers have strongly outperformed the S&P 500
  • Includes 40 ranked best buy now stocks and 20 foundational stocks
  • Heavily discounted compared to buying all four services individually


  • Number of new monthly stock picks can be overwhelming
  • Must have a large portfolio to justify the cost of this bundle

The Motley Fool is one of the most popular platforms for stock picks. It has a long track record of beating the market and its investment services are easy to follow. For many long-term investors, the question isn’t whether to trust The Motley Fool, but which of its stock recommendation services to purchase.

With Motley Fool’s Epic Bundle, you don’t have to choose. This bundle includes four complementary services: Stock Advisor, Rule Breakers, Everlasting Stocks, and Real Estate Winners. However, at $499 per year, it’s significantly more expensive than just buying a single service.

In our Epic Bundle review, we’ll take a closer look at everything that’s included in this bundle and help you decide if it’s right for you.

Motley Fool Epic Bundle Pricing Options

The Epic Bundle costs $499 per year and includes a 30-day membership fee-back guarantee.

Epic Bundle - Pricing

For reference, Stock Advisor costs $199 per year, Real Estate Winners costs $249 per year, and Rule Breakers and Everlasting Stocks each cost $299 per year. Buying these services individually would come to a total of $1,046 per year.

Motley Fool Epic Bundle Investing Style

The Epic Bundle can be broadly divided into two investing categories: explosive growth stocks and real estate stocks.

Stock Advisor, Rule Breakers, and Everlasting Stocks all focus on long-term growth companies that are disruptors within their industries. Stock Advisor recommended Amazon in 2002, Netflix in 2004, and Telsa in 2012 – all companies that went on to create entirely new market sectors.

Epic Bundle - Stock Advisor

There are small differences between these services, but they also have a lot of overlapping picks. All of the services are run by the expert team of analysts at The Motley Fool.

Real Estate Winners is all about real estate stocks. It recommends a combination of real estate investment trusts (REITs), home improvement companies like Home Depot, real estate tech companies like Redfin, and real-estate adjacent companies like Vail Resorts.

Epic Bundle - Real Estate Winners

The target audience for all of these newsletters is long-term investors. The Motley Fool recommends a minimum investment horizon of five years for all of its stock picks. 

Stock Pick Format

Stock Advisor, Rule Breakers, and Everlasting Stocks each deliver two new stock recommendations per month, while Real Estate Winners delivers one stock recommendation per month.

Recommendations are ready to buy immediately. There’s no need to wait for a specific entry price or certain conditions to be met. Once the recommendation is issued, you can buy the stock at any point as long as it’s within a few percentage points of when it was recommended.

Epic Bundle - New Recommendation

Each pick is accompanied by a summary that explains why Motley Fool analysts like the company and what potential they see in it. These summaries also address the company’s management team and potential downsides. However, don’t expect in-depth fundamental or financial analysis. The reports are brief, beginner-friendly, and focused on big-picture ideas.

The Motley Fool Epic Bundle dashboard does a nice job of bringing together recommendations and resources from the four services. A recommendations screener enables you to filter active picks by which service they came from, when the recommendation was made, the stock’s price and market cap, and what market sector the company is in.

Epic Bundle - Recommendation Screener

You can also pull up an interactive table for each individual service that shows its current portfolio. It’s easy to see what stocks are in the portfolio, when they were recommended, how they’ve performed, and more.

Motley Fool Epic Bundle Additional Features

In addition to new recommendations each month, all four of The Motley Fool’s Epic Bundle services include recommendations for stocks already in the portfolio that are worth doubling down on.

You can see at a glance 10 stocks from each service that The Motley Fool analysts currently recommend buying. They’re ranked from 1-10 for each service to make it easier to choose the best picks. Occasionally, multiple services will list the same stock as a good buy right now, further increasing your confidence in where to invest extra cash.

Epic Bundle - Best Buy Now Rankings

The Stock Advisor and Rule Breakers services also include lists of “foundational stocks.” These are 20 stocks (10 from each service) that The Motley Fool analysts think every long-term growth investor should hold. These foundational stocks lists are extremely helpful if you are launching a new portfolio or have an investment horizon that’s longer than five years.

Epic Bundle Performance

Let’s take a brief look at the performance of each of the services included in the Epic Bundle (all performance figures are as of February 2023).

  • Stock Advisor (launched in 2002): 413% vs. 120% for the S&P 500
  • Rule Breakers (launched in 2004): 207% vs. 102% for the S&P 500
  • Everlasting Stocks (launched in 2018): 0.9% vs. 11.5% for the S&P 500
  • Real Estate Winners (launched in 2020): 13.1% vs. 9.2% for the S&P 500

Stock Advisor and Rule Breakers have achieved outstanding success in part thanks to The Motley Fool’s practice of doubling down on winners instead of selling. For example, Stock Advisor has recommended companies like Netflix and Amazon multiple times over the past 21 years. As of February 2023, the original Netflix recommendation is up 20,000% and the original Amazon recommendation is up 13,000%.

Epic Bundle - Stock Advisor Performance

The Everlasting Stocks and Real Estate Winners haven’t had the benefit of compounding returns over long time horizons, so it’s a little too early to judge their performance.

It’s important to note that the Epic Bundle is heavy on the tech sector, and thus was hit harder than the broader market by the 2022 tech downturn. Even with this downturn, Stock Advisor and Rule Breakers have both outperformed the S&P 500 from 2020-2023. Real Estate Winners offers a relatively uncorrelated real estate portfolio, making it very complementary to these other services.

What Type of Investor is the Motley Fool Epic Bundle Best For?

Broadly speaking, the Epic Bundle is a great option for any long-term investors who want to invest in either growth or real estate stocks. The Stock Advisor and Rule Breakers have both proven that they can beat the S&P 500 over multi-decadal time horizons, while Real Estate Winners has gotten off to a strong market-beating start.

The biggest question for long-term investors is whether it makes sense to purchase the Epic Bundle or to focus on a single service, like Stock Advisor.

The Epic Bundle is best suited for investors with large portfolios – greater than $10,000 – who want a lot of stock picks each month. The Epic Bundle includes seven new monthly stock recommendations as well as 40 ranked stocks to consider buying right now. There’s going to be some overlap between Stock Advisor, Rule Breakers, and Everlasting Stocks, but overall, you’ll simply have more stocks to choose from for your portfolio.

The inclusion of the Real Estate Winners service in the Epic Bundle makes this package particularly attractive. Real estate stocks are largely uncorrelated with tech and other growth stocks. So, the Real Estate Winners portfolio can be an excellent tool for diversification and a hedge against a tech downturn like the one that occurred in 2022.

Investors with smaller portfolios or who prefer to invest more heavily in a few high-quality stocks might be better served by Stock Advisor alone. It’s significantly cheaper than the Epic Bundle and has the best performance of any of the Epic Bundle services. Having only two new stock picks each month can also be a good thing if you want to do your own research into picks. It’s a lot easier to do an in-depth analysis of two companies than it is to analyze seven companies.

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Theo Madsen

Theo has been actively trading the forex markets since 2013. Over the past five years, he has gained experience trading currencies, stocks, options, and futures. Theo's trading experience led him to test out over one hundred different trading services and he shares his insights in reviews to help other traders.

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