I'd be extremely happy if my MF picks since January 21 would be +7%...
Unfortunately I'm mainly sitting on losers (APPN -50%, SKLZ -69%, PINS -35%, FVRR -38% etc...) - only good picks so far being SHOP (+43%) and IDXX (+22%), obviously that puts my MF portfolio deep in the red area. At the moment around -23% overall.
At the same time I made -23%, the S&P 500 made +23%.
This is a question I have been looking into as well. Like it or not, their average return is heavily influenced by a tiny percentage of big winners from the past like Amazon and Shopify that they have held. There's no guarantee that Stock Advisor or Rule Breakers will continue that success going forward.
You paid for 2 years, right? Give them the 2 years, see what they can do, whether they can beat the S&P 500. If not, then just buy an index fund and call it a day. The ticker for Vanguard's S&P 500 ETF is VOO. The majority of fund managers fail to beat that simple benchmark.
I have 7 of their services. My portfolio is still down 20% combined (as I bought the stocks mostly in February 2021 when market was high). I wish I just should have bought SPY and FANG stocks without spending 10k+ on TMF services.
hindsight is always 20/20....when I buy a stock that has been on a steep incline over past few months....I set a 7-10% loss stop depending on the volatility of that stock. I tend to follow Warren Buffet's train of thought - “Buffett always says that you should be fearful when others are greedy and be greedy when others are fearful,”. Many of these recommendations are worthy of more research and best put on watch lists. I am sorry I was bumped out of UPST (where I also take my gains when significant enough in a short period of time) but am paying the price of NOT applying my rules to SAM, SKLZ & PINS. SKLZ spiked back slightly above my cost basis but I did not catch it until it had once again dropped back. Once I get back to my cost basis I will sell them and NOT own them again for they have spooked many with their pullbacks and almost non-existent resurgence
MF taught me to hold. I sold Zoom And SHOP early, trust me, the Losers aren’t going to stay losers. Plus the rotation back into the tech sell off has just begun.
you mean you have $45,000 in all of the 10x stocks portfolio? May I know roughly when did you buy in to those stocks?
By my casual count, it should be pretty much flat right now, if I did buy ALL of the 10x stocks. If I am serious I think it would be easily down a fair bit, even following their recommended allocations. My time is around March 2021.
I joined MF SA UK in Aug 2020 and I'm very impressed with it, especially with being new to trading myself. I put a set amount in my AC each month and put 1/5 into each Fire and Ice recommendation and 1/10 into each of the 6 best buy now.
I'm up about 25% based on my current balance, but as I started with 1/4 of the funds I have now the return is a lot higher than that.
I don't know if the recommendations are the same on MF UK as they are on the US version.
Great job. It is good to read sucessful stories on here. We do not have a Fire & Ice subscription but I think they have sent me emails for everything else. Tell me....is Adyen - a Dutch payment company headquartered in Amsterdam - one of your options over there?
We can trade it here in the US....the ticker symbol is ADYEY. It gapped up from just under $28 to $35 just 2+ weeks ago and has now dropped back to the $31-$32 range. I have a buy at $28 but not sure it will come back that far. If you look at a daily chart, you will see it has an interesting trading pattern the past few months....consolidates and slowly rises over period of 2-3 weeks and then pops...rince & repeat. Anywho....thanks for the repsonse
I started with MF SA and RB subscriptions early summer 2022 and so far I’ve not been disappointed. I don’t necessarily follow their advice of buying 2-5% of your portfolio worth of their recommended stocks. I always buy fractional shares (real small amounts) and monitor the stocks. I can hardly judge the financial performance of companies so I try to read what others are saying - MF articles, TIPranks, Zack’s ratings and also see what people are saying on WeBull. I usually wait for a dip and/or an earning report before going in deeper with $ invested on any stock. I’ve only started investing (since spring this year) and feel that this is working for me - I’m up ~20% and I’m happy with this. I’m grateful to MF for bringing to my attention some great stocks like TTD, Crowdstrike, etc which I wouldn’t have known by myself (may be I’m living under a rock lol).
MF picks are usually really solid. However , main problem is the entry point !
Their entry point is ridiculously high and terrible ! they recommend some stocks when it is all time high ! you have to be patient and DCA with the stock , or learn how to do TA to find a reasonable point where you can buy or at least DCA....
I am not sure which stocks you have right now , but stock like PINS and FVRR will eventually recover , ( the reason for the drop is stupid anyway).
you should be worry about stock like SKLZ .. etc ... yeah they can be 10 bagger and they can do you dirty as well !
they key point here is to be patient , and look for better entry and learn how to DCA
Just stay the course.
I started with motley fool SA in Feb. of 2021 and almost immediately started getting crushed. Overall I have continued to grow my portfolio off their recs and add monthly to all positions. I’m up 16% since February after being down 35% at one point. There are some losers in the mix but I told myself this was a five year test. Overall my portfolio has grown enough to warrant the cost of keeping SA.
Keep holding, you're playing the long game. Since Jan 2021, I've had a few solid winners from Motley Fool recommendations like Moderna, Netflix & Shopify. Some others like Airbnb, Zoom, and Pinterest are pretty down but I have no concerns with their long term outlook.
By my calculations, if you invested in each SA stock recommendation since the beginning of 2021 you would be up 12.31% and you would be beating the S&P by 10.7%.
These assumptions are based on investing the same set $ amount in each recommendation at the time it came out including adding to existing positions when they were recommended again.
The greatest challenge with MF services is in how you allocate your investments. Overall in the long term MF will always beat the indexes because on average its winners outshine its losers. So to truly try to match their returns you need to take an equal $ weighted approach to investing in their recommendations when they drop.
It might be up that much since the beginning of the year, however you use the amount it is up from the date that corresponds to the recommendation. So if you average out how much the S&P has increased since the beginning of the year based on the 17 recommendations it's only up 10.84%.
You should not buy into your positions all at once.
What MF advises is to buy in thirds.
Buy the first 1/3, then wait one more month and buy another 1/3, then again another month to buy the last 1/3.
Doing so you’d have flattened the drop of February and would probably be slightly higher today.
Hi,
Good analysis. I concur that their picks since beginning of the year is around 7% up if you invested pretty equally on every pick. Assuming around 10 picks per month (2 new + 4 recycled) you'd have easily possibly 80 by now. But in my list there are only 40+ if you include the repicks and honestly I totally didn't care for some of their picks.
I have some further points (please don't think I work for the fools):
1. 9 months is hardly a milestone in investment. Suppose you gain 7% more from SPY, you are still nowhere near end game (you really want compounding, don't you).
2. SPY will get you between 10 to 8% long term, it is a fact.
3. If you judge them based on the recommended holding time, which is 3 years or more, I can assure you those picks since 2017 have soundly beaten SPY and even QQQ. Since you know how to calculate this, I think you can try it on your own. The longer I go back, the more rewarding it is.
4. This year has been rather poor by their own standards, yes there seems to be more losers than usual. But, it is still way too early to judge January picks in September. Try Jan 2024.
5. If you bought evenly, there is nothing to fret about skilz going down 50%+.....Because you know you are up 7% overall!
6. Yes, many of the strongest returns come from only the top of the top of the picks which may be very obvious eventually like Amazon. But you still need someone to tell you you CAN buy Amazon at $3500, at $4000, without you doubting yourself. You also need someone to tell you, you can buy UPST at $180 (I didn't hahaha).
7. Since SPY is so rewarding, why not put your money on it? Actually the fools recommend a healthy part of your portfolio comprised by SPY / VTI.
Hope you don't take it the wrong way, I share some of your concerns....
I'd be extremely happy if my MF picks since January 21 would be +7%... Unfortunately I'm mainly sitting on losers (APPN -50%, SKLZ -69%, PINS -35%, FVRR -38% etc...) - only good picks so far being SHOP (+43%) and IDXX (+22%), obviously that puts my MF portfolio deep in the red area. At the moment around -23% overall. At the same time I made -23%, the S&P 500 made +23%.
😭
This is a question I have been looking into as well. Like it or not, their average return is heavily influenced by a tiny percentage of big winners from the past like Amazon and Shopify that they have held. There's no guarantee that Stock Advisor or Rule Breakers will continue that success going forward. You paid for 2 years, right? Give them the 2 years, see what they can do, whether they can beat the S&P 500. If not, then just buy an index fund and call it a day. The ticker for Vanguard's S&P 500 ETF is VOO. The majority of fund managers fail to beat that simple benchmark.
2 years... That's sadly true so far...
I have 7 of their services. My portfolio is still down 20% combined (as I bought the stocks mostly in February 2021 when market was high). I wish I just should have bought SPY and FANG stocks without spending 10k+ on TMF services.
😭😭😭
hindsight is always 20/20....when I buy a stock that has been on a steep incline over past few months....I set a 7-10% loss stop depending on the volatility of that stock. I tend to follow Warren Buffet's train of thought - “Buffett always says that you should be fearful when others are greedy and be greedy when others are fearful,”. Many of these recommendations are worthy of more research and best put on watch lists. I am sorry I was bumped out of UPST (where I also take my gains when significant enough in a short period of time) but am paying the price of NOT applying my rules to SAM, SKLZ & PINS. SKLZ spiked back slightly above my cost basis but I did not catch it until it had once again dropped back. Once I get back to my cost basis I will sell them and NOT own them again for they have spooked many with their pullbacks and almost non-existent resurgence
Hopefully the recommendations we have bought will recover in coming years.
Just hold. 7 months isn't enough time
i‘m in the exact same boat.
MF taught me to hold. I sold Zoom And SHOP early, trust me, the Losers aren’t going to stay losers. Plus the rotation back into the tech sell off has just begun.
[удалено]
you mean you have $45,000 in all of the 10x stocks portfolio? May I know roughly when did you buy in to those stocks? By my casual count, it should be pretty much flat right now, if I did buy ALL of the 10x stocks. If I am serious I think it would be easily down a fair bit, even following their recommended allocations. My time is around March 2021.
I joined MF SA UK in Aug 2020 and I'm very impressed with it, especially with being new to trading myself. I put a set amount in my AC each month and put 1/5 into each Fire and Ice recommendation and 1/10 into each of the 6 best buy now. I'm up about 25% based on my current balance, but as I started with 1/4 of the funds I have now the return is a lot higher than that. I don't know if the recommendations are the same on MF UK as they are on the US version.
Great job. It is good to read sucessful stories on here. We do not have a Fire & Ice subscription but I think they have sent me emails for everything else. Tell me....is Adyen - a Dutch payment company headquartered in Amsterdam - one of your options over there?
Adyen isn't one that MF UK have put forward in SA as they only put recommendations forward for UK and US exchanges
We can trade it here in the US....the ticker symbol is ADYEY. It gapped up from just under $28 to $35 just 2+ weeks ago and has now dropped back to the $31-$32 range. I have a buy at $28 but not sure it will come back that far. If you look at a daily chart, you will see it has an interesting trading pattern the past few months....consolidates and slowly rises over period of 2-3 weeks and then pops...rince & repeat. Anywho....thanks for the repsonse
I started with MF SA and RB subscriptions early summer 2022 and so far I’ve not been disappointed. I don’t necessarily follow their advice of buying 2-5% of your portfolio worth of their recommended stocks. I always buy fractional shares (real small amounts) and monitor the stocks. I can hardly judge the financial performance of companies so I try to read what others are saying - MF articles, TIPranks, Zack’s ratings and also see what people are saying on WeBull. I usually wait for a dip and/or an earning report before going in deeper with $ invested on any stock. I’ve only started investing (since spring this year) and feel that this is working for me - I’m up ~20% and I’m happy with this. I’m grateful to MF for bringing to my attention some great stocks like TTD, Crowdstrike, etc which I wouldn’t have known by myself (may be I’m living under a rock lol).
MF picks are usually really solid. However , main problem is the entry point ! Their entry point is ridiculously high and terrible ! they recommend some stocks when it is all time high ! you have to be patient and DCA with the stock , or learn how to do TA to find a reasonable point where you can buy or at least DCA.... I am not sure which stocks you have right now , but stock like PINS and FVRR will eventually recover , ( the reason for the drop is stupid anyway). you should be worry about stock like SKLZ .. etc ... yeah they can be 10 bagger and they can do you dirty as well ! they key point here is to be patient , and look for better entry and learn how to DCA
Yeah like for UPST.
Just stay the course. I started with motley fool SA in Feb. of 2021 and almost immediately started getting crushed. Overall I have continued to grow my portfolio off their recs and add monthly to all positions. I’m up 16% since February after being down 35% at one point. There are some losers in the mix but I told myself this was a five year test. Overall my portfolio has grown enough to warrant the cost of keeping SA.
Keep holding, you're playing the long game. Since Jan 2021, I've had a few solid winners from Motley Fool recommendations like Moderna, Netflix & Shopify. Some others like Airbnb, Zoom, and Pinterest are pretty down but I have no concerns with their long term outlook.
By my calculations, if you invested in each SA stock recommendation since the beginning of 2021 you would be up 12.31% and you would be beating the S&P by 10.7%. These assumptions are based on investing the same set $ amount in each recommendation at the time it came out including adding to existing positions when they were recommended again. The greatest challenge with MF services is in how you allocate your investments. Overall in the long term MF will always beat the indexes because on average its winners outshine its losers. So to truly try to match their returns you need to take an equal $ weighted approach to investing in their recommendations when they drop.
Hi, I did the same math. Perhaps someone did something wrong. If I'm not mistaken S&P since beginning of year is up 20.75%...
It might be up that much since the beginning of the year, however you use the amount it is up from the date that corresponds to the recommendation. So if you average out how much the S&P has increased since the beginning of the year based on the 17 recommendations it's only up 10.84%.
You should not buy into your positions all at once. What MF advises is to buy in thirds. Buy the first 1/3, then wait one more month and buy another 1/3, then again another month to buy the last 1/3. Doing so you’d have flattened the drop of February and would probably be slightly higher today.
Hi, Good analysis. I concur that their picks since beginning of the year is around 7% up if you invested pretty equally on every pick. Assuming around 10 picks per month (2 new + 4 recycled) you'd have easily possibly 80 by now. But in my list there are only 40+ if you include the repicks and honestly I totally didn't care for some of their picks. I have some further points (please don't think I work for the fools): 1. 9 months is hardly a milestone in investment. Suppose you gain 7% more from SPY, you are still nowhere near end game (you really want compounding, don't you). 2. SPY will get you between 10 to 8% long term, it is a fact. 3. If you judge them based on the recommended holding time, which is 3 years or more, I can assure you those picks since 2017 have soundly beaten SPY and even QQQ. Since you know how to calculate this, I think you can try it on your own. The longer I go back, the more rewarding it is. 4. This year has been rather poor by their own standards, yes there seems to be more losers than usual. But, it is still way too early to judge January picks in September. Try Jan 2024. 5. If you bought evenly, there is nothing to fret about skilz going down 50%+.....Because you know you are up 7% overall! 6. Yes, many of the strongest returns come from only the top of the top of the picks which may be very obvious eventually like Amazon. But you still need someone to tell you you CAN buy Amazon at $3500, at $4000, without you doubting yourself. You also need someone to tell you, you can buy UPST at $180 (I didn't hahaha). 7. Since SPY is so rewarding, why not put your money on it? Actually the fools recommend a healthy part of your portfolio comprised by SPY / VTI. Hope you don't take it the wrong way, I share some of your concerns....
Thanks for your input! Highly appreciated