Skip to main content
No. of Recommendations: 2
Hi, DBinSV.

No reason to apologize - it's a worthy question, but one with no simple answer. Some Fools get more value out of managed portfolio premium services than others. These services tend to be more focused on an investing style or strategy, such as IPOs, Augmented Reality, Marijuana, Small-Cap, Income-driven, Fast Growers, Trend Spotters, etc.

Many of these services are only open to new members periodically during the deal. The biggest reason Fools have given for regretting the decision to join is not having the minimum investable assets ($50k) usually recommended to gain full value from investing along with the real-money or managed portfolio. And yet, many of those Fools still point to the educational value they get from learning along side the service's advisors.

Rule Breakers and Stock Advisor are two great services that provide you with more investing ideas, between the 2 recommendations and 10 Best Buy Now opportunities each month, than in which most Fools can reasonably invest. And while the two idea services offer a DIY allocation tool, one of the things the the managed portfolio services offer is specific matching allocation guidance to follow. If that is something of value to you, then one of the managed portfolio services may be worthwhile for you.

In terms of the types of companies, I would set aside the marketing hype for a moment. Many of the managed portfolio services recommend different companies from Stock Advisor and Rule Breakers simply because their investing values and strategy are different from these core services. But there is also plenty of overlap as great companies rise to the top of many lists.

Some Fools are disappointed when their expensive managed portfolio service recommends the same company as they already invested in from Stock Advisor or Rule Breakers. Others see that as an added endorsement and increased conviction in that company as a long term (3-5 years or longer) buy-and-hold investment. Count me in the latter category, but this decision isn't about me, it's about you.

I am always encouraging Fools to keep emotions out of their investing decisions, and that goes for whether to subscribe to new Foolish services. TMF offers a variety of premium services that appeal to different investing strategies and styles, and when you read the marketing copy, it can feel like you are missing out on something great. But TMF does not want you to subscribe to a premium service if you don't think you will get value out of it.

TMF wants to help you invest better and sometimes that means exploring new opportunities. They offer a number of different premium services with different focuses and styles. While they all share the same core Foolish values and philosophy, they do so with different investment goals and strategies. And just like any company, TMF markets its products to existing subscribers as well as potentially new ones.

But sometimes it means you have everything you need with your existing subscription(s). So if you are happy with where you are, you shouldn't feel pressured to add or change to another service. But if you don't feel your current subscription(s) cover all your investing needs and you want to explore additional options, then that's OK too.

Generally speaking, TMF encourages Fools to have at least $50k of investable assets for each premium service to which they subscribe in order to get full value from the service. The biggest complaint I hear from Fools is that they do not have enough resources to fully follow along with the managed portfolio.

Every Fool is different, and sometimes there really is no place like home and what you have currently is all you need. Just make sure you understand why you are subscribing and are able to make the financial commitment to fully participate.

Note that if you do not wish to continue receiving marketing emails from TMF, you can opt out of these emails and control your other communications settings here:

Who cannot advise you one way or the other but himself would only subscribe to a service because he wanted access to its investment strategy and values, not because of FOMO (Fear Of Missing Out)...

Premium Home Fool: Ask me a Foolish Question, I'll give you a Foolish Response!
Ticker Guide: The Walt Disney Company (DIS), Intuit (INTU), Live Nation (LYV), CME Group (CME), MongoDB (MDB), Trip Advisor (TRIP), Vivendi SA (VIVHY), Mimecast (MIME), Virgin Galactic (SPCE), Axon Technologies (AXON), 51Jobs (JOBS)
Disclaimer: This post is non-professional and should not be construed as direct, individual or accurate advice
Disassociation: The views and statements of this post are Fuskie's and are not intended to represent those of The Motley Fool or any other sane body
Disclosure: May own shares of some, many or all of the companies mentioned in this post (
Fool Code of Conduct:
Invitation: You are invited to interactively watch Motley Fool Live online television:
Call to Action: If you like this or any other post, Rec it. Better yet, reply to it. Even better, start your own thread. This is YOUR TMF Community!
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.