Do You Own This Asset Class In Your Portfolio?

Wealth Decisions by Brian

What if I told you there's a sweet spot in the stock market that consistently outperforms both large and small companies the majority of the time? A segment that combines the stability of established businesses with the explosive growth potential of startups? Stay tuned as we dive into mid-cap investments – the overlooked goldmine that could be the missing piece in your portfolio.

In this episode we are talking about mid-caps.

Let's start with a simple definition: mid-cap companies are businesses valued between $2 billion and $10 billion. Think about companies like Crocs, Wendy's, or Planet Fitness. They're not small startups anymore, but they haven't reached the mega-cap status of Apple or Microsoft either.

Mid-cap companies have several distinct advantages:

First, they're established enough to weather economic storms. Unlike small-caps, they typically have proven business models, real revenue streams, and actual profits. They're past the "will this work?" phase.

Second, they still have significant room for growth. Unlike large-caps, they haven't saturated their markets. They can still double or triple in size without hitting market constraints.

Third, and this is crucial – they're often in their sweet spot for acquisitions. Large companies looking to grow often target successful mid-caps, which can lead to substantial premiums for shareholders.

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Brian D Muller(AAMS©), Founder, Wealth Advisor

XYPN Invest Disclaimer:

Brian Muller is an Investment Adviser Representative of XYPN Invest, an SEC-registered investment advisory firm doing business as Momentous Wealth Advisors. This podcast is not published on behalf of XYPN Invest, and the views expressed herein are solely those of Brian Muller.

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