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

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Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

310 episodes

1 week ago

Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneurs Sam Marks, Johnny FD & Derek Spartz each took different paths to success to now focus on learning how to invest alongside the listeners in order to put their hard earned money to work. Copyright Invest Like a Boss Inc.

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

Invest Like a Boss

59 minutes 40 seconds

1 year ago

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

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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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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