March Madness: Final Four Investing Bracket 2025

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 CapSmall & Mid CapInternational, and Bonds & Alternatives.

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

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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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