Motley Fool Everlasting Portfolio Review [2023] – Tom Gardner’s Personal Portfolio

If you are looking for lower cost alternatives to the Everlasting Portfolio, we find the value from the Epic Bundle tough to beat. You get access to their four most popular services at a fraction of the Everlasting Portfolio price.

The Motley Fool Everlasting portfolio is a premium investing service which gives real-time access to CEO Tom Gardner’s investing account. You’ll get every holding, allocation, and return. It’s a real-money portfolio that contains only the stocks that Tom considers the best of the best in the market today. So far his portfolio has returned 336% in 8 years (As of Oct 27th, 2022) and he believes the greatest growth is still yet to come.

So… what exactly does the Everlasting Portfolio offer, what can you do with it, and is it ultimately worth the money? We’ll do our best to answer that for you.

First… the stocks in his account are considered the “best of the best” and the Fool states they are “the only publicly traded stocks he personally owns — and the only publicly traded stocks he will buy for the rest of his life…”. The investments in Tom’s account are guided not only by the research of his own team of roughly 50 analysts but also by David Garner’s team of analysts and every other Motley Fool premium service including all 700+ active stock recommendations.

The Everlasting Portfolio may be the cheapest and most direct way to get front-row access to all of the Motley Fool’s best stock picks and is the only service where you can see allocation and re-investment strategies in action and how they impact overall performance.

Click to See the Entire Everlasting Portfolio

What You Get:

• Stock Recommendations with Real-time Portfolio Alerts

• Buy Alerts – These alerts occur as they happen and not on a set schedule like the Fool’s other services.

• Sell Alerts – As Tom sells a position or reduces a position you get the alert.

• Allocation – You’ll get to see every stock allocation in his portfolio, how he allocates new holdings and how he adjusts over time.

• Everlasting Portfolio Investment Guides – Tom’s personal investment philosophy, strategies for selling, key principles for winning as an investor and a complete guide on how to get started with the service.

Everlasting Portfolio Pricing

The Everlasting Portfolio price is $2,999/year but is currently on promo for $1,599/year.

Refund Policy

While other services like the flagship Motley Fool Stock Advisor service or Rule Breakers come with 30-day membership-fee-back guarantees, the Everlasting Portfolio is a little different. It doesn’t offer a 30-day refund option, but they do allow you to transfer the price of the service to another portfolio service within the first 30 days.

Alternatives to the Everlasting Portfolio

If you are looking for lower cost alternatives to the Everlasting Portfolio, we find the value from the Epic Bundle tough to beat. You get access to their four most popular services at a fraction of the Everlasting Portfolio price.

Click to See the Entire Everlasting Portfolio

More Stock Market Resources:

• Best Stock Advisor Websites & Services

• Motley Fool Stock Advisor (read our review)

• Motley Fool Epic Bundle

• Motley Fool Discounts

• Best Stock Picking Services

• Best Investment Advice Websites

• Motley Fool Rule Breakers

• Best Stock Analysis Websites

• Motley Fool Investing Services

Did you know that…

• There are specific tax-advantaged accounts, like IRAs, 401(k)s, and HSAs, which offer various tax benefits such as tax-deferred growth or tax-free withdrawals?

• Creating a written investment plan, outlining strategies and criteria, can serve as a reference during uncertain times?

• Market downturns can have a more pronounced effect on portfolios with shorter investment horizons, as there’s less time for recovery?

• Dollar-cost averaging can be automated in many investment accounts, ensuring regular contributions without active management?

• Sectors with low debt and strong cash reserves might be better positioned to weather the challenges of a rising interest rate environment?

Quotes of the Day:

• “The stock market is filled with individuals who know the price of everything, but the value of nothing.” - Philip Fisher

• “The investor’s chief problem - and even his worst enemy - is likely to be himself.” - Philip Fisher

• “The key to successful investing is to focus on the long-term.” - Mohnish Pabrai

• “The best way to make money in the stock market is not to lose it.” - Martin Zweig

• “The most important thing in investing is to avoid big mistakes.” - Richard Rainwater