We do run an Equity Overlay portfolio, consisting mostly of large caps, with a smattering of mid-caps.
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Here are several mid-caps that make the grade with the guru strategies I use to pinpoint promising investments.
Mid-caps are also on the mind of Dan Wiener , editor of The Independent Adviser for Vanguard Investors.
But instead of yet another celebration that blue skies appear to be ahead for the economy, we saw nothing but selling in the small and mid-caps.
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Not only that, the gain in stocks was fairly broad-based with large-caps, mid-caps and small-caps all showing strong moves, and virtually all sectors up in double digits.
YCharts found a couple of these companies among smaller mid-caps for consideration: Buffalo Wild Wings ( BWLD) and Aruba Networks ( ARUN) Both have profits and cash and at least five years of growing revenues.
Nearly one-third of Jacobs' portfolio is in the Vanguard Total Stock Market Index ( VTSMX) , with the rest split among small- and mid-caps, including Baron Small Cap ( BSCFX) , Berger Mid Cap Value ( BEMVX) and Artisan Mid Cap Value ( ARTQX) .
Improving U.S. cyclical dynamics should disproportionately benefit smaller U.S. companies, in particular, because the small- and mid-cap stock indexes have greater exposure to economically sensitive sectors than large-caps, and generate a higher portion of earnings from domestic sources.
While large- and mid-cap stocks were generally held in ETFs, many smaller international companies and micro-caps are not covered yet.
Research has also shown that screening for small-caps down significantly from their highs in mid-December respond the best to the January Effect.
With third-quarter economic growth the strongest in 19 years, Collins believes small- and mid-cap growth stocks (which have traditionally outperformed large caps as the economy accelerates) will continue to lead the market higher.
Rather, they combine them with bond indexes or funds, or peel back on the large-caps inherent in SPY, and add a concentration of small- or mid-cap focused investments.
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Dull but highly tax-efficient and extremely low cost: This no-load index fund attempts to mimic the Wilshire 5000 by investing in large, mid and small caps.
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