Dear Mr. Market:

This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opportunity to articulate our main investment themes we see playing out for the remainder of the year. My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other.  We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. 

Not only is this “exercise” a way for us to share our ideas from a macro perspective, but it offers a fun platform to dig into a couple specific investments and themes we are following or excited about. While NCAA teams battle for supremacy on the court, our annual March Madness Investing Bracket pits stocks and ETFs against each other to determine the investment themes we think are likely to outperform the remainder of the year. The competition spans four “regions”: Large Cap, Small & Mid Cap, International, and Bonds & Alternatives.

Who will be this year’s champion? Let’s break it down (click here to see the full bracket).