March Madness: Final Four Investing Bracket 2024

Dear Mr. Market:

If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you!

Even if you don’t like or follow college basketball, we think you’ll enjoy what we pioneered and have put together.

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 in the year ahead.

Click here or below to see or enlarge the entire bracket for 2024. 

Our Final Four Investing Bracket slots 48 positions against each other and we mainly want to show why we see one investment doing better than another over the course of the next year. One caveat to keep in mind is that while there are 48 total investments within our bracket, it does not mean we like them all; some are there for illustrative purposes or to discuss a certain theme playing out in the stock market. Lastly, the way these are initially “seeded” does not reflect our current confidence in them. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year.

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March Madness: Final Four Investing Bracket 2023 

Dear Mr. Market:

March Madness is back!  

And so are we… The world stopped pretty much everything at one point during the pandemic and sports were of course no exception. For true sports fans there was nothing more depressing than watching cornhole tournaments or empty arenas void of fans, sounds, and energy. Even if you don’t like or follow college basketball, we think you’ll enjoy what we pioneered and have put together. 

We’re proud to say that 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 in the year ahead. 

Click here or below to enlarge and see the entire bracket for 2023.  

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Buy the Rumor and Sell the News

Dear Mr. Market:

The stock market has provided many sayings and memorable catchphrases that people tend to regurgitate ; some have merit and some are just garbage.

If you’re a regular reader of Dear Mr. Market, or a client of My Portfolio Guide, LLC, you’ll know that our all-time favorite is “The four most dangerous words in investing are …This time it’s different” -Sir John Templeton. Here are some other all-time adages that you’ve undoubtedly heard:

Buy low sell high” Uh…yeah, but easier said than done.

“The trend is your friend” Sure….until it’s not!

“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks” -John Bogle

“Markets can stay irrational longer than you can stay solvent” -John Maynard Keynes

So…what does “buy the rumor and sell the news” mean? You probably know that the stock market is full of speculation, great stories, and chock-full of hidden nuggets as well as potential land mines. Even if you’re not an experienced investor or trader, at some point you’ll figure out that by the time your neighbor (you know the guy who never loses and is always up) tells you about a stock tip…the ink on the newspaper is already dry and that idea is likely stale.

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