Core Insights - Mid-cap stocks are positioned to benefit from the next market rally as they are often priced more cheaply compared to large-cap stocks, despite holding similar growth potential [1] - Historically, mid-cap stocks have outperformed large-cap stocks, with the S&P 400 index gaining 2,679% since 1991 compared to the S&P 500's 2,021% [2] - If economic conditions remain favorable, mid-cap ETFs could yield annual returns of approximately 11% over the next few years [3] iShares Core S&P Mid-Cap ETF - The iShares Core S&P Mid-Cap ETF is the largest mid-cap core ETF, tracking the S&P 400 index, with an annual fee of 0.05% and a focus on profitable companies [5] - Its sector exposures include industrials (19.3%), consumer discretionary (15.3%), and financials (13.6%), providing diversification compared to the S&P 500 [6] - A total return of 35% for the iShares Core S&P Mid-Cap ETF over the next three years is considered reasonable if revenue growth and margin improvements occur [7] Vanguard Mid-Cap Value ETF - The Vanguard Mid-Cap Value ETF utilizes valuation metrics to ensure true value exposure, with a focus on financials and industrials, which typically perform well during economic growth [9][10] - The ETF's structure minimizes style drift, enhancing its potential for outperformance as market conditions improve [10] Invesco S&P MidCap Quality ETF - The Invesco S&P MidCap Quality ETF targets companies with strong fundamentals, such as return-on-equity and financial leverage, resulting in a concentrated portfolio of around 80 stocks [12] - This ETF aims to reduce downside risk while maintaining upside potential, making it suitable for investors concerned about mid-cap volatility [12][13] Overall Outlook for Mid-Cap Stocks - The outlook for mid-cap stocks remains positive due to good earnings growth, lower interest rates, and attractive valuations compared to large caps, suggesting a favorable investment environment over the coming years [14]

Juan Llauro/Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. For bargain hunters, Costco has long been a go-to destination. The warehouse giant famously still sells its hot dog and soda combo for $1.50 — the same price it launched with back in the mid-1980s. But not every Costco item has held its price as stubbornly as the hot dog combo. Case in point: gold bars. In late 2023, Costco began selling 1-ounce gold bars. At the time, shoppers c ...

J Studios/DigitalVision via Getty Images Dear Partner, Throughout the third quarter of 2025, Bonhoeffer Fund 1) continued to sell slower-growth firms, 2) purchased durable, faster-growing firms in temporarily depressed sectors and 3) identified similar opportunities in new industries. Our new holdings align with our longer-term growth themes of consolidation (serial acquirers), buyers from forced sellers, insurance operations, financial compounders, distribution, infrastructure investors and housing con ...

Key Takeaways KGC is highlighted for strong production, rising cash flow and shareholder returns amid favorable gold prices.SONY's entertainment-led strategy is driven by PlayStation growth, active users and a revised 2025 outlook. HSBC's focus on Asia and the Middle East, while exiting non-core markets, bodes well. As we head into 2026, investors may benefit from adding international stocks to their portfolios, alongside U.S. equities, to enhance risk diversification. While domestic stocks continue with th ...

2025 has been a remarkable year for precious metals, but one metal has truly stood out. Silver has surged more than 130% year-to-date, trading around $69 per ounce on Tuesday. This performance has far exceeded gold's 68%+ gain. • iShares Silver Trust stock is challenging resistance. Why is SLV stock breaking out?Also, for investors concerned about high valuations in booming tech sectors, this shift has brought attention back to tangible assets. These provide a safety net against market volatility and tap i ...

Gold (GC=F) and silver (SI=F) have been two of the biggest winners in financial markets this year as momentum in the precious metals trade pushed prices to all-time highs with just a handful of days left in 2025. Gold's year-to-date rally topped 70% on Monday, and on Tuesday the price of an ounce of gold briefly broke above $4,500. That set another record during a year that has seen the yellow metal hit 50 all-time highs. The price of silver has had an even stronger 2025, more than doubling since Januar ...

Jamie McCarthy / Getty Images Microsoft (NASDAQ:MSFT) founder Bill gates is best-known for his founding of the most valuable company in the world (on multiple occasions, just not now). And rightfully so. That said, over the years, Bill Gates has adjusted his portfolio holdings, choosing to divest in a range of companies via his own personal portfolio but also via his charitable organizations and other investment funds. One could argue that he would have been much better off just staying highly concentrate ...

Key Takeaways FCPT acquired an Applebee's site for $4.3M, leased under a triple-net deal with seven years remaining.FCPT bought a $4.4M National Veterinary Associates property on a long-term net lease with 15 years remaining.Recent acquisitions across medical, auto service and dining diversify revenues, yet debt levels pose risks.Four Corners Property Trust (FCPT) recently announced the acquisition of an Applebee's property for $4.3 million. The move highlights expansionary and diversification efforts.The p ...

For years now, I have advised my Seeking Alpha followers to build a well-diversified portfolio on the foundation of a high-quality, low-cost S&P 500 ETF - like the Vanguard S&P500 ETF ( VOO ), for example, to over-weight the technology sector, and toMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises ...

Core Insights - The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard High Dividend Yield ETF (VYM) both focus on dividend-paying U.S. stocks but differ in sector allocation, portfolio concentration, and yield [1][2] Group 1: Fund Characteristics - SCHD has a higher dividend yield of 3.8% compared to VYM's 2.4% [3][4] - Both funds have an expense ratio of 0.06% [3][4] - SCHD has assets under management (AUM) of $72.8 billion, while VYM has $68.6 billion [3] Group 2: Performance Metrics - Over the past year, VYM has returned 9.6%, while SCHD has seen a decline of 1.4% [3] - The maximum drawdown over five years for VYM is 15.85%, compared to SCHD's 16.86% [5] - An investment of $1,000 in VYM would have grown to $1,573 over five years, while the same investment in SCHD would have grown to $1,285 [5] Group 3: Portfolio Composition - SCHD tracks the Dow Jones U.S. Dividend 100 Index and holds approximately 100 stocks, with significant allocations in energy (20%), consumer staples (18%), and healthcare (16%) [6] - VYM holds over 565 companies, with a tilt towards financial services (21%), technology (14%), and healthcare (13%) [7] - SCHD's top holdings include Merck, Cisco Systems, and Amgen, while VYM's largest positions are Broadcom, JPMorgan Chase, and Exxon Mobil [6][7] Group 4: Investment Strategy - VYM aims for broad exposure to high-yield dividend stocks, weighting companies based on market capitalization [8][9] - SCHD focuses on high-quality dividend stocks, screening companies based on dividend yield and growth characteristics [10] - VYM is suitable for investors seeking broad exposure, while SCHD appeals to those prioritizing high-quality dividend stocks [11]