Sam Marks and Derek Spartz discuss why Mid-Cap Stock Funds seem to get overlooked by investors. They’ve done a lot of research that shows you may want to add these funds to your portfolio. The guys kick off the show with a little post-election results talk and then dive inot the reasons why mid-caps should not be so easily overlooked in this special 101 episode.
Discussed:
- Mid-Cap Fund Tickers Mentioned: Vanguard Mid-Cap Index ETF $VO, iShares S&P Mid-Cap ETF $IJH, iShares Russell Mid-Cap ETF $IWR
- Compass Pathways Investor Relations
- ILAB 298: What is the S&P 500? A Complete Review
Where we are:
- Johnny FD – Kyiv, UA / IG @johnnyfdj
- Sam Marks – Barcelona, ES / IG @sammarks12
- Derek – Los Angeles, US / IG @DerekRadio
Sponsor:
- Shopify
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- Shopify
- ILAB Patreon
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- Wealthfront Robo-Advisory – Get your first $5,000 managed free
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Time Stamp:
- 00:21 – Sam/Derek Election Talk
- 12:23 – Why Do Mid-Caps Get No Love?
- 22:25 – Mid-Cap Historical Performance
- 42:52 – Which Mid-Cap Funds to Invest In
- 51:52 – What Sparked the Episode Idea?
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