Motley Fool Performance – September 2014

Motley Fool Performance – September 2014 3.88/5 (77.50%) 8 votes

Here are the latest performance stats for all the Motley Fool services, since their inception. Not all of these are available on their public site.

The calculations follow the official methodology used by each of the services.

Check the Performance category posts on the right to see if more recent stats exist.

If you find these helpful, please take a second to rate the content by clicking on the stars above. You can sign up via email (in the sidebar on the right hand side) to follow my blog and get instant notifications when my monthly performance stats are updated. And follow me on Twitter (@motleyfoolrview).

And of course, leave a comment below and let me know what you think.

Winter is Coming

I’m not a huge Game of Thrones fan, but I’ve seen enough shows to know of their oft-repeated quote “Winter is coming” which is used by the characters as a harbinger of bad things to come. And despite the unseasonably mild weather here in the Northeast, as we wrapped up a September in which the Russell 2000 was down 6.1% and the S&P was down 1.53%, I can’t seem to shake that quote from my mind. I’ve been fairly optimistic up until now thinking the market correction that pundits have been predicting for the last 18 months (at least) might not come until at least next year, and even though I maintain my belief that we are in the midst of a long-term bull cycle that will last for many years, I am starting to wonder if that correction might hit us before the end of 2014.

How does that impact my investing? I’m being a lot more selective and focusing on “value” stocks. So I’ve been looking very closely at Inside Value’s recent recommendations. I’m also accumulating some more cash in hopes of taking advantage of the drop I think is coming. Some of that cash has come from selling a couple positions that I think are fully valued for the moment, and per my strategy post on when to sell a stock, I’ve taken the rest of that cash and put it towards my short-term savings goals.

Speaking of Inside Value, it is the only service that actually gained slightly in September, and is basically flat across the last 12 months. But that is what you might expect from a value-oriented service. Interestingly, Rule Breakers, which is the opposite type of service with a focus on growth stocks, has actually held up pretty well over the last 12 months, down only 3% in that timeframe, but up nicely from its low back in April.

And One More Thing…

I have just launched a new premium product – Performance Insights. For those of you who have wanted more detailed performance metrics for the Motley Fool services, you’ll really want to check this out. I’ve compiled Success Rates, CAGR’s and Annualized returns for all of the stock recommendations services, including median performance, and performance by number of years held. And I’ve broken it out by year and even sector! For full details, and a sample of the Performance Insights, look here.

And for the first 25 loyal readers this month who want to purchase the Stock Advisor pack which breaks out the performance of both the Tom and David Gardner recommendations, click through here to receive 20% off! But again, that’s only for the first 25 people, so please don’t wait too long!

Thanks for all your support!

 

MF Performance Stats - 2014-09Sep

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Motley Fool Stock Advisor Deal: $98 for 2 years!

Motley Fool Stock Advisor Deal: $98 for 2 years! 5.00/5 (100.00%) 2 votes

Motley Fool is running a special promotion for their Stock Advisor service, offering a 2 year subscription for $98. It comes with a 30 day, money back guarantee as well.

Compared to their normally advertised price of $199/year, this represents a huge savings.

And if you want to go beyond the high level, hand-picked, performance results in their marketing and really understand how Stock Advisor performs, take a look at my Performance Insights packs. They will tell you the annualized returns, compounded annual returns, performance by year, by industry, and many other useful metrics.

And in tandem with this fantastic deal for Stock Advisor, I’m offering the first 20 people who read this post a chance to get my Stock Advisor Performance Insights for 15% off!

Just click through this link to get the information you need before you subscribe!

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Motley Fool Opens Again, Prices Revealed

Motley Fool Opens Again, Prices Revealed 5.00/5 (100.00%) 2 votes

Motley Fool One opened to new members on September 18th, and their new prices have been revealed! In the original marketing, they had promised a “major roll back discount”, and the prices are indeed on par with the prices in effect back in March of 2013. The “rationale” behind this rollback is that the SMA (Separately Managed Account) feature, which was only recently added, has been temporarily closed to new money.

Per the Motley Fool One membership email:

But the Motley Fool Wealth Management team quickly realized that they would need to greatly expand the scope of this unique financial solution to better meet the needs of members… So they’ve temporarily stopped accepting new money into SMAs, and begun substantially revamping this offering from the ground up in order to accommodate a far wider variety of Foolish needs, including more investment account types, risk-tolerances, and financial goals to better meet the needs of both current and future Motley Fool ONE members.

As we mentioned earlier, due to the fact that the new SMA feature from Motley Fool Wealth Management is currently undergoing a major facelift and will temporarily be unavailable to new members, we are making a completely unprecedented — and some of our competitors might even say “crazy” — concession… And, for this new member reopen ONLY, rolling our prices back to almost exactly the levels they were at BEFORE we introduced SMAs in the first place.

 

This is the first new enrollment in a while that did not introduce any new features to the service, and also the first one that did not introduce price increases. They are also offering a $1000 early acceptance discount, as they have in the past, as well as their 1-year 100% money back guarantee. The guarantee is exceptionally generous, as it basically allows you to sample the service for a year for no cost whatsoever (you do have to front the money for a year of course, and then get your refund). And as always, the multi-year memberships offers the best bargains.

The news about SMA’s being expanded is interesting. I’ve previously noted that I considered the SMA’s a game-changing feature for the service, and this promised expansion of the feature seems to confirm its popularity, as well as the Motley Fool’s interest in doubling down on it.

So here are the September prices. And for one-stop shopping on all the latest, comprehensive information on Motley Fool One, make sure to check out my brand new Motley Fool One page.

Follow me on Twitter (@motleyfoolrview) and subscribe to my blog to receive all my latest updates immediately.

September 2014 Motley Fool One Prices

  • 1 year membership: $7599
  • 2 year membership: $9599 ($4800/year)
  • 3 year membership: $11599 ($3866/year)
  • 5 year membership: $13599 ($2720/year)

For comprehensive Motley Fool performance results, check out my Performance Insights. They're the only source for Annualized Returns, Success Rates, CAGRs, Performance by Year and Industry

Whether you are already a Motley Fool member, or considering subscribing to one of their services, my Performance Insights will help you with your investing decisions.
 

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New Dedicated Motley Fool One Page

New Dedicated Motley Fool One Page 5.00/5 (100.00%) 1 vote

Just a quick post to announce my new, dedicated Motley Fool One page.

So many users come to my site looking for information on Motley Fool One and until now they’ve had to dig through all my old posts to get all the coverage. This new page is meant to serve as a one-stop shop for everything you need to know about Motley Fool One, based on the latest information available. It will be easier for me to keep things up to date, and more importantly, I hope it makes it easier for all of you to find the information you are looking for.


For comprehensive Motley Fool performance results, check out my Performance Insights. They're the only source for Annualized Returns, Success Rates, CAGRs, Performance by Year and Industry

Whether you are already a Motley Fool member, or considering subscribing to one of their services, my Performance Insights will help you with your investing decisions.
 

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Motley Fool Performance – August 2014

Motley Fool Performance – August 2014 4.60/5 (92.00%) 5 votes

Here are the latest performance stats for all the Motley Fool services, since their inception. Not all of these are available on their public site.

The calculations follow the official methodology used by each of the services.

Check the Performance category posts on the right to see if more recent stats exist.

If you find these helpful, please take a second to rate the content by clicking on the stars above. You can sign up via email (in the sidebar on the right hand side) to follow my blog and get instant notifications when my monthly performance stats are updated. And follow me on Twitter (@motleyfoolrview, note the missing “e” in “review”).

And of course, leave a comment below and let me know what you think.

Don’t Believe The Hype

“Sell in May and go away” is the old adage, based on some historical evidence that the markets typically went down in the summer. It’s been proven to be generally false numerous times, and this year is another example. The S&P is up an annualized 16.5% from June to the end of August.

And if I had told you back in January that a threat of war between Russia and Ukraine would be looming at the exact same time that the US had just re-upped its military involvement in Iraq due to a new military threat, you may have very well have been tempted to sell your portfolio and go all into cash. And let’s not forget the fact that the Russell 2000, the small cap index, has dipped below 1100 (drops of 8-10%), not once, but twice, this year.

Yet here we are at the end of August, and the S&P is up 8% for the year (the Russell 2000 is essentially flat). The market will always be volatile, and there will always be scary headlines, but trying to trade around them is a losing game more often than not. So stick to your process of investing on a regular basis, and don’t let the emotions scare you into making moves you may end up regretting.

And in terms of the Motley Fool services, they are also recovering from their lows this year, as seen below.

One thing I have noticed recently across all the services is a larger number of re-recommendations as well as a flurry of sells in certain services. Possibly just a coincidence but it makes me wonder if perhaps they realize they don’t have enough advisors and staff to keep up with their ever-expanding stock universe, and are trying to slow that expansion. It may also be a realization that stocks are getting expensive and finding new stocks worth buying is getting harder and harder. Either way, I think culling the number of active recommendations is a good idea.

And One More Thing…

I have just launched a new premium product – Performance Insights. For those of you who have wanted more detailed performance metrics for the Motley Fool services, you’ll really want to check this out. I’ve compiled Success Rates, CAGR’s and Annualized returns for all of the stock recommendations services, including median performance, and performance by number of years held. And I’ve broken it out by year and even sector! For full details, and a sample of the Performance Insights, look here.

And for the first 25 loyal readers who want to purchase the Stock Advisor pack which breaks out the performance of both the Tom and David Gardner recommendations, click through here to receive 20% off! But again, that’s only for the first 25 people, so please don’t wait too long!

Thanks for all your support!

MF Performance Stats - 2014-08Aug

 

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The Motley Fool is once again opening up its premiere Motley Fool One service to new members on September 18, 2014. This time they are teasing a “major roll back discount” that is “never-to-be-repeated”. No details yet on how big that discount will be, but of course that will be a key piece of information. They are not teasing any new features to the Motley Fool One service like they did last time, so this discount will likely drive their marketing campaign. Perhaps the discount is a recognition that their prices are becoming somewhat prohibitive.

Like their prior roll outs, they ask you to fill out a questionnaire to gauge whether you qualify or not. And they promise to get back to you no later than September 18th. I still am not sure that anyone ever actually gets disqualified and it seems to me that at least half of the questions they ask are geared more towards understanding interest in possible future offerings rather than qualifying applicants.

And also like prior roll outs, once you complete the questionnaire you gain access to the Motley Fool One Lobby where you get access to various marketing materials and other content that gets updated throughout the enrollment period. The “Lobby” site itself looks like it got a major aesthetic upgrade, with larger and more images. The content is still roughly the same, but I like the newer modern look with improved navigation.

I will provide more updates as new information becomes available. Follow me on Twitter or subscribe to my blog to stay up to date. And feel free to ask any questions or share your own thoughts on Motley Fool One in the comments section below.

In the mean time, you may find my prior Motley Fool One coverage to be helpful:


For comprehensive Motley Fool performance results, check out my Performance Insights. They're the only source for Annualized Returns, Success Rates, CAGRs, Performance by Year and Industry

Whether you are already a Motley Fool member, or considering subscribing to one of their services, my Performance Insights will help you with your investing decisions.
 

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Motley Fool Performance – July 2014

Motley Fool Performance – July 2014 4.27/5 (85.33%) 15 votes

Here are the latest performance stats for all the Motley Fool services, since their inception. Not all of these are available on their public site.

The calculations follow the official methodology used by each of the services.

Check the Performance category posts on the right to see if more recent stats exist.

If you find these helpful, please take a second to rate the content by clicking on the stars above. You can sign up via email (in the sidebar on the right hand side) to follow my blog and get instant notifications when my monthly performance stats are updated. And follow me on Twitter (@motleyfoolrview, note the missing “e” in “review”).

And of course, leave a comment below and let me know what you think.

Performance Highlights

The S&P was down 1.5% in July, while the Russell 2000 was down 6.1%. The results for the Motley Fool services was mixed, with some lagging the market and some outperforming. There is not a lot of additional commentary here, other than noting that Supernova Odyssey experienced the largest month over month drop, and like its sister portfolio, Phoenix, experiences a fair amount of volatility as they build out their holdings.

 

MF Performance Stats - 2014-07July

 


For comprehensive Motley Fool performance results, check out my Performance Insights. They're the only source for Annualized Returns, Success Rates, CAGRs, Performance by Year and Industry

Whether you are already a Motley Fool member, or considering subscribing to one of their services, my Performance Insights will help you with your investing decisions.
 

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Motley Fool Performance – June 2014

Motley Fool Performance – June 2014 3.53/5 (70.59%) 17 votes

Here are the latest performance stats for all the Motley Fool services, since their inception. Not all of these are available on their public site.

The calculations follow the official methodology used by each of the services.

Check the Performance category posts on the right to see if more recent stats exist.

If you find these helpful, please take a second to rate the content by clicking on the stars above. You can sign up via email (in the sidebar on the right hand side) to follow my blog and get instant notifications when my monthly performance stats are updated. And follow me on twitter (@motleyfoolrview, note the missing “e” in “review”).

And of course, leave a comment below and let me know what you think.

Performance Highlights

June was a good month for the markets and as a result a good month for the Motley Fool services overall. If you are in the business of investing in individual businesses (stocks), months like this remind us why it’s valuable to look at stock performance relative to an index or benchmark. A rising tide lifts all boats as they say so if you are going to take on the extra risk of investing in individual stocks, you want to be sure that they are outperforming what you might have achieved by simply parking your money in an index fund.

To that end, the services that really shined in June were Supernova Odyssey, the Everlasting Portfolio, and Rule Breakers which were all up 40% or more month over month in their performance vs. the S&P, but not surprisingly those services have been among the most volatile in the past year. Don’t underestimate that volatility of course, because it works both ways.

 

 

 

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MF Performance Stats - 2014-06Jun

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Motley Fool Performance – May 2014

Motley Fool Performance – May 2014 4.23/5 (84.62%) 13 votes

Here are the latest performance stats for all the Motley Fool services, since their inception. Not all of these are available on their public site.

The calculations follow the official methodology used by each of the services.

Check the Performance category posts on the right to see if more recent stats exist.

If you find these helpful, please take a second to rate the content by clicking on the stars above. You can sign up via email (in the sidebar on the right hand side) to follow my blog and get instant notifications when my monthly performance stats are updated. And follow me on twitter (@motleyfoolrview, note the missing “e” in “review”).

And of course, leave a comment below and let me know what you think.

Performance Highlights

The overall market in May was less volatile than prior months, with the S&P moving up towards 2000. However, the Russell 2000 which is an index of small cap stocks (which make up a lot of the more popular Motley Fool services) remained almost as volatile as in the past few months, even testing its Year To Date lows that it saw back in February. At the risk of sounding like a technical trader, it didn’t break through those lows, so perhaps a lot of the lower conviction investors have been shaken out of the market, and we’ve reached some more stability. I’m certainly no market forecaster, but if that is true, it bodes well for growth-oriented investors, or at least provides a good time to get into the market.

And that also means the returns on the Motley Fool Services may have stabilized as well. In May, most of the services gained in their overall performance, with the biggest month over month gains in Stock Advisor and Supernova Phoenix, in line with the overall market.

 

 

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Motley Fool Performance – April 2014

Motley Fool Performance – April 2014 3.27/5 (65.45%) 11 votes

Here are the latest performance stats for all the Motley Fool services, since their inception. Not all of these are available on their public site.

The calculations follow the official methodology used by each of the services.

Check the Performance category posts on the right to see if more recent stats exist.

If you find these helpful, please take a second to rate the content by clicking on the stars above. You can sign up via email (in the sidebar on the right hand side) to follow my blog and get instant notifications when my monthly performance stats are updated. And follow me on twitter (@motleyfoolrview, note the missing “e” in “review”).

And of course, leave a comment below and let me know what you think.

Performance Highlights

April was another volatile month for the markets, although again the S&P finished just slightly up from March. For all the doom and gloom and bubble talk out there, the S&P is still up for the year. Between earnings season, and the mid-April dip (when the S&P hit it’s low point for 2014), these are the times that test us as investors.

For a second month in a row, a number of the Motley Fool newsletters lost ground to the S&P, as growth stocks continued to be the whipping boys of the markets. In fact, the only service to gain ground was Income Investor (forgive me if I won’t count Special Ops which gained a point as well, from -73% to -72%). On the opposite end of the spectrum, Supernova Phoenix lost over 50% of its lead over the S&P, giving up 9 percentage points since March. For a portfolio geared towards retirement age investors, that kind of volatility is especially painful. It’s something to keep an eye on, but I wouldn’t panic yet.

 

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Motley Fool Performance Stats - April 2014

 

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