Invest Like a Boss

309: Why Do Mid-Caps Get No Love? An Argument for Mid-Cap Funds


Listen Later

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 $IWR
  • ILAB 298: What is the S&P 500? A Complete Review

Where we are:

  • ​Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
  • ​Sam Marks - Bangkok, Thailand / IG @sammarks12
  • ​Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

  • ShopifyShopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab
  • ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

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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Invest Like a BossBy Sam Marks Johnny FD Derek Spartz

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