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

Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

Investing, Business

4.8 • 518 Ratings

🗓️ 14 November 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

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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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Transcript

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0:00.0	Welcome to the Invest Like a Boss podcast. I'm Sam Marks. I'm Derek Sparts. And I'm Johnny F.D.
0:05.5	We're self-made entrepreneurs who invest our own money and use modern technology to invest like a boss.
0:10.1	Join us each week for exclusive interviews with our network of modern investors, business owners, and multimillionaires to discover new ways to invest our hard-earned cash.
0:20.2	What is the Boss's episode 309 of the Investing a Boss podcast?
0:24.8	My name is Derek Sparts.
0:25.9	A face I haven't seen in a while.
0:27.7	Sam marks on the other end.
0:29.5	Sam, how are you?
0:30.4	Been missing you, man.
0:31.5	It's just been too exciting of a week.
0:33.2	We had to rebalance our portfolios,
0:36.3	taking some gains and sorrow at some losses. I'll tell
0:40.7	you, it's been a wild week, hasn't it? Yeah, definitely. The mood in my neighborhood has been weird.
0:47.7	Really? Yeah, it's very much like 2016 election, like the exact same thing I remember from the day
0:54.0	after just people in shock. Obviously, LA, especially the exact same thing I remember from the day after just people in shock.
0:55.7	Obviously, LA, especially the neighborhood.
0:58.1	I in is a very progressive neighborhood.
0:59.9	And it's wild to me to see how much people let this affect their lives.
1:04.3	Because it was like a whole bad, just juju energy in the air.
1:09.9	And you could feel it. Like people were driving erratically on the road
1:13.3	because you could just tell their minds weren't all there and it was like the worst day ever yesterday
1:17.7	I literally just wanted to go home I'm like I'm trying to be in a good mood here and you guys
	...

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