Motley Fool Stock Advisor vs Rule Breakers, Performance Review from 2016 to 2021
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In 1994 David and Tom Gardner started The Motley Fool. In 2002 and 2004 they started Stock Advisor and Rule Breakers their two most popular stock picking services. Both services are geared towards growth and share the same long-term investment outlook but they have some key differences that will influence which service may be a better fit for you and your investment goals.
Rule Breakers is run by David Gardner and has been providing monthly stock recommendations since 2004, let’s take a closer look at some of the services best picks, recent picks and to-date performance.
A $500 investment in each of these 5 Rule Breakers picks is worth $244,576 today.
Rule Breakers Stock Picks (2004 to 2024) | Return* | Annualized Return |
E-commerce Company | 9,501% | 35% |
Robotic Surgery Company | 7,364% | 25% |
Electric Car Company | 6,914% | 41% |
Fast Casual Company | 4,635% | 29% |
Salesforce Company | 3,828% | 27% |
Click Here to See the Latest Rule Breakers Picks (Apr 20th, 2024)
We know that Rule Breakers has had some huge all-time picks, but how have their more recent picks performed? Let’s take a closer look and find out.
These are the best stock picks from the Rule Breakers service from 2016 to 2022. The service releases two new stock picks per month.
Rule Breakers Stock Picks (2016 to 2024) | Return* | Annualized Return |
E-commerce Company | 3,214% | 54% |
Advertising Tech Company | 2,154% | 54% |
Cloud Database Company | 917% | 46% |
Semiconductor Company | 904% | 33% |
Cloud Software Company | 810% | 77% |
The Q4 2019 Rule Breakers picks have beat the market by 4.2X with an average return of 227% compared to 55% for the S&P 500.
Rule Breakers Stock Picks (2019 to 2019) | Return* | Annualized Return |
Cloud Monitoring Company | 270% | 34% |
Fitness Equipment Company. | 81% | 15% |
Online Marketplace Company | 60% | 11% |
Medical Device Company | -10% | -2% |
Fitness Company | -81% | -32% |
The latest Rule Breakers pick was released on April 9th.
Latest Rule Breakers Stock Picks 2022 | Rec Date | Return |
Discount Store Company | 2024-04-09 | -5.82% |
Sandwich Delivery Company | 2024-04-09 | |
Athletic Apparel Company | 2024-04-09 | |
Advertising Tech Company | 2024-04-09 |
The next Rule Breakers pick will be released on April 25th.
Rule Breakers Release Schedule | Release Date |
New Stock Pick | Apr 11, 2024 |
5 Best Buys Now | Apr 18, 2024 |
New Stock Pick | Apr 25, 2024 |
5 Best Buys Now | May 2, 2024 |
Click Here to See the Latest Rule Breakers Picks (Apr 20th, 2024)
Both services have the same general structure for how they are run and what they provide.
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The normal price for Stock Advisor is $199/year and comes with a 30 day membership-fee-back guarantee. New members can currently get the service for just $89*.
The normal price for Rule Breakers is $299/year and also comes with the 30 day membership-fee-back guarantee.
Winner on Cost: Stock Advisor
Stock Advisor is cheaper than Rule Breakers but both services are still affordable considering other services charge $50-100 per month. I find the cost of either service to be well justified considering the value they provide, particularly for those who take advantage of all the content they provide.
What everyone wants to know is which service has the best track record of performance.
We analyzed every recommendation from each service from 2016 through 2021 and here is what we found.
Both services handily out-performed the market but Rule Breaker's results particularly at the 4 year return mark handily even out-peformed Stock Advisor.
New Recommendations - 2016 to 2021 | Stock Advisor | Rule Breakers | Winner |
1 Year | 42.53% | 42.48% | Tie |
2 Years | 100.13% | 113.27% | Rule Breakers by 13% |
3 Years | 153.44% | 152.91% | Tie |
4 Years | 208.65% | 342.65% | Rule Breakers by 64% |
Blended Average | 126.19% | 162.83% | Rule Breakers by 29% |
Foundational Stocks - 2016 to 2021 | Stock Advisor | Rule Breakers | Winner |
1 Year | 33.51% | 32.06% | Stock Advisor by 5% |
2 Years | 78.12% | 60.28% | Stock Advisor by 30% |
3 Years | 102.04% | 107.44% | Rule Breakers by 5% |
4 Years | 114.30% | 237.32% | Rule Breakers by 108% |
Blended Average | 81.99% | 109.28% | Rule Breakers by 33% |
Best Buys - 2016 to 2021 | Stock Advisor | Rule Breakers | Winner |
1 Year | 40.31% | 45.13% | Rule Breakers by 12% |
2 Years | 82.85% | 85.72% | Rule Breakers by 3% |
3 Years | 98.04% | 104.47% | Rule Breakers by 7% |
4 Years | 119.69% | 155.74% | Rule Breakers by 30% |
Blended Average | 85.22% | 97.77% | Rule Breakers by 15% |
Between the two services, Rule Breakers produced better returns through all periods. This is not to say that Stock Advisor didn't perform well, because it performed exceptionally well.
During this period from 2016 through 2021, both services have done exceptionally well identifying high-growth company's that deliver great results for share holders.
It's hard to go wrong with either service, really the best option is to use both as they have proven in this comparison to deliver strong market-beating results.
If you are looking for quality high-growth investment ideas and research both Stock Advisor and Rule Breakers fit the bill, providing great value for the money.
The historical performance of their picks speak for themselves. They have had a knack for finding great investment opportunities.
Both services are complementary to each other, so using both side-by-side is a good way to go. However, for new investors who are just getting started investing and want to test the waters with a paid service Stock Advisor is probably the best place to start.
Their picks come from a more whole market type of perspective and generally are less volatile than the Rule Breakers picks.
Both services provide great articles and videos and webcasting content to really help equip you with great knowledge about the current market, trends and Motley Fool recommendations.
We think either service is worth the subscription price even without any stock recommendations. The additional resources are really that good, for those who actually are eager to learn and become a smarter investor.
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*Disclaimer: Unless noted otherwise all returns are as of Apr 19, 2024. Past performance is no guarantee of future results. Individual investment results may vary. All investing involves risk of loss.
We provide general information, not investment advice. Some of the links on this page are affiliate links in which we receive a commission when a purchase is made.
$89 promotional price for new members only. $110 discount based on current list price of Stock Advisor of $199/year. Membership will renew annually at the then current list price.
$99 promotional price for new Rule Breakers members. $200 discount based on current list price for Rule Breakers of $299. Membership will renew annually at the then current list price.