Do Your Portfolio Equities Need a Sprinkle of Mid-Caps? : vi

Do Your Portfolio Equities Need a Sprinkle of Mid-Caps?


December 14, 2020
As smaller stocks surge, advisors are looking for quality solutions to position client portfolios for a rally that could be lengthy.
A firm starting point is WisdomTree’s Core Equity Model Portfolio, which features broad-based exposure to domestic and international mid- and small-cap fare.
“This model portfolio is designed for growth-oriented investors with a long-term horizon looking to maximize long-term potential for capital growth through a globally diversified set of equity ETFs,” according to WisdomTree.
For long-term investors, the model portfolio’s mid-cap exposure is exceedingly relevant.
“This category of companies is actually made up of many reputable businesses and they tend to perform quite well. In fact, the S&P MidCap 400 Index, which tracks 400 middle capitalization companies, has outperformed both the S&P 500 (a group of the 500 large-cap companies) and the Russell 2,000 (an index of 2,000 small-cap companies) over the past 10, 15, and 20 years,” according to

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