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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Miller Wealth Management reports robust Q3 2025 market returns supported by artificial intelligence trends and the Fed's first rate cut, while advising clients to remain anchored in unchanging investment convictions."
Miller Wealth Management's Q3 2025 letter reviews positive global asset performance, with U.S. large cap stocks gaining 8.12% (propelled by AI and tech investments), international equities rising 6.97%, and aggregate bonds returning 2.0% following the Federal Reserve's initial rate cut. The managers highlight the SOFR path, noting that a projected 100 basis point reduction by 2027 should lower borrowing costs and boost corporate and real estate profitability. Despite watching risks such as tariffs, wars, and digital disruption, the firm remains committed to its core long-term investment strategy.
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