FMD Capital Management

Posts Tagged: mid cap

A Guide To Finding the Right Mid-Cap ETF

Written by David Fabian, September 05th, 2017

Most ETF portfolios I look through are heavily weighted towards large-cap stocks as the fundamental building blocks of an equity allocation.  Those who might have a higher risk tolerance or seek greater diversification qualities may also own some small cap exposure as a component of their investment strategy as well.  Because of this barbell type positioning, the most easily overlooked area is the middle ground known as mid-cap stocks.

Investopedia defines mid-cap stocks as those companies with market capitalizations between $2-$10 billion.  While those are fair guidelines, in practice there are many indexes that stretch the bounds of their capitalization requirements to even wider ranges.  Much of this is likely due to the extreme range of the large-cap group, which stretch from a lower bound of $10+ billion all the way to upwards of $800 billion at present market conditions.

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3 Extended Market ETFs To Round Out Your Portfolio

Written by David Fabian, February 22nd, 2017

ETF investors are spoiled by the tremendous number of quality choices for building their diversified stock allocations.  The sheer breadth of selection across market cap, sector, industry, and factor-based strategies ensures there is something for virtually everyone.

Yet, one of the lesser understood qualities of exchange-traded funds are their ability to simplify your portfolio.  You can own hundreds or even thousands of stocks in a single holding with extremely low costs and impeccable tracking efficiency.  That eliminates the need to screen numerous positions and creates benefits of widening your exposure profile.

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This Overlooked Category Is A Market Leader This Year

Written by David Fabian, August 02nd, 2016

Building a diversified portfolio of U.S. stocks is a delicate mix of risk and opportunity that is often driven by attention to the distant boundaries of market capitalization.

Large-cap stocks are almost always included as a solid foundation and to provide correlation with well-known benchmarks. These companies are often lauded for their established business practices, healthy dividends and sustainable advantages. Small-cap stocks may also be recommended for enhanced growth or burgeoning competitive opportunities. They are often subject to a greater degree of risk in conjunction with a higher expected future return.

The one category in the middle that is often overlooked are mid-cap stocks. Like the middle child in a 3-sibling household, these companies can offer notable rewards that are easily overshadowed by their higher profile peers.

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Small Cap ETFs Should Be On Your Black Friday Buy List

Written by Michael Fabian, November 24th, 2015

Examining the markets over the last several months, it comes as no surprise that the recovery in equities has been a bit lopsided from a capitalization perspective.  Large cap dominated portfolios have nearly erased their losses stemming from the August-September correction, while more growth orientated small and mid-cap strategies have lagged.  From a performance perspective, small cap stock indexes are still roughly 8-10% off their 2015 highs, allowing a lot of room to play catch-up. Read more

3 Under-The-Radar ETF Breakout Contenders

Written by David Fabian, February 10th, 2015

With the SPDR S&P 500 ETF (SPY) trading in a wide range since the beginning of the year, many momentum investors may be searching for signs of life in alternative areas of the market.   Just because the broad measure of U.S. stocks is waffling sideways, doesn’t mean that there aren’t suitable ETF candidates to add to your watch list at this juncture. Read more