Online broker eToro has partnered with BridgeWise, a provider of AI-powered investment intelligence, to launch ‘MidCapDiverse’, a portfolio designed to capture long-term growth opportunities in US mid-cap stocks.
Constructed using BridgeWise’s proprietary stock analysis model, MidCapDiverse is the first eToro Smart Portfolio focusing on mid-cap stocks. It consists of 30 US-listed stocks with a market capitalisation of up to $50 billion. The model analyses publicly available data, then scores and ranks companies based on a comprehensive set of fundamental metrics. The goal is to identify top-performing mid-cap companies with strong fundamentals and diverse sector representation.
Gil Shapira, Chief Investment Officer at eToro said:
“We’re excited to leverage BridgeWise’s AI-driven fundamental analysis to introduce this new portfolio. Mid-cap stocks are gaining interest at the moment as investors seek to diversify away from tech mega-caps. With interest rates coming down, mid-caps are set to benefit from lower borrowing costs, enhancing their potential for innovation and market share expansion.
“Focusing on the mid-cap segment, the selected stocks are large enough to demonstrate proven business models, yet small enough to have room to grow. The US-listed stocks within this portfolio are also less exposed to global risks as the majority of their revenue is generated domestically. As mid-caps are often underresearched by analysts, this portfolio gives investors a simple and automated way to potentially uncover some hidden gems.”
Dor Eligula, Co-founder and Chief Business Officer at BridgeWise, said:
“This collaboration with eToro represents a significant step forward in democratizing access to institutional-grade insights for retail investors. Mid-cap stocks are often under the radar despite their growth potential, and our AI-powered analysis helps bring clarity to this overlooked segment. By powering the MidCapDiverse portfolio with our fundamental evaluation engine, we’re making real opportunities accessible in a market where traditional research coverage is limited.”
eToro’s range of Smart Portfolios offer long-term exposure to various market themes. They provide long-term investment solutions that offer diversified exposure. Initial investment starts from $500 and any investor can access tools and charts to track the portfolio’s performance, while eToro’s social feed will keep them up-to-date on developments in the sector.
The MidCapDiverse portfolio is not currently available to eToro clients based in the US.
