My Best And Worst Performers In 2022

Every year, I write a short review article to announce DivGro's best and worst performers for the year. I consider only positions I owned throughout 2022, including dividend growth stocks, dividend-paying stocks, growth stocks, and closed-end funds. 

Of the 84 positions I've owned throughout last year, 53 stocks had negative returns, and 31 stocks had positive returns for the year. So it's not surprising that I had a down year in 2022.

On average, those positions were down 6.22% for the year, though if I use a weighted average instead of an arithmetic average, the return is slightly better at -5.05%. These returns exclude dividends. 

Last year's best performer is Chevron (CVX), with a stock price increase of 51% in 2022. My worst performer in 2022 was Intel (INTC), down 49% since Jan. 1, 2022. Here is a chart showing the price performance of the positions I owned each and every day in 2022.

The past year was one of stock market turmoil, inflation concerns, interest rate increases, and geopolitical strife. The major U.S. market indexes suffered their worst year since 2008, with the Dow Jones Industrial Average down about 8.8%, the S&P 500 down 19.4%, and the tech-heavy Nasdaq Index down 33.1%.

Given these circumstances, I'm happy with my overall performance. Being down only about 5% versus nearly 20% for the S&P 500 is no small feat. I have 12 positions with triple-digit percentage returns (including dividends).

Apple (AAPL) and Microsoft (MSFT) each lost 28% in 2022. Nevertheless, they were still the top-performing positions in my portfolio.


Ten Worst Performers

The following table presents my ten worst-performing positions in 2022. These are all stocks I owned on Jan. 1, 2022 and that I still own today.

    DivGro's Worst Performers of 2022 (Excluding Dividends) 

Ticker

 Company

Sector

Total Return

INTC

 Intel

Information Technology

-41%

TROW

 T. Rowe Price

Financials

-45%

DLR

 Digital Realty Trust

Real Estate

-43%

QCOM

 QUALCOMM

Information Technology

-41%

NIE

 AllianzGI Equity & Convertible Income Fund

Closed-End Fund 

-40%

GOOG

 Alphabet

Communication Services

-39%

ACN

 Accenture plc

Information Technology

-36%

ETO

 Eaton Vance Tax-Advantaged
 Global Dividend Opportunities Fund

Closed-End Fund

-35%

FDX

 FedEx 

Industrials

-33%

BNS

 Bank of Nova Scotia

Financials

-31%

FedEx (FDX) is the only stock in 2022's worst-performers list that was also in 2021's worst-performers list. Alphabet (GOOG) was the best-performing stock in 2021, and Accenture plc (ACN) also appeared on that year's best-performers list.


Ten Best Performers

The following table presents my ten best-performing positions in 2022. These are all stocks I owned on Jan. 1, 2022 and that I still own today.

    DivGro's Best Performers of 2022 (Excluding Dividends)   

Ticker

 Company

 Sector

Total Return

CVX

 Chevron    

Energy

52%

MRK

 Merck & Co

Health Care

44%

NOC

 Northrop Grumman                     

Industrials

42%

ADM

 Archer-Daniels-Midland

Consumer Staples

39%

LMT

 Lockheed Martin

Industrials

37%

AFL

 Aflac

Financials

22%

ABBV

 AbbVie

Health Care

19%

GD

 General Dynamics

Industrials

19%

TRV

 Travelers

Financials

19%

SRE

 Sempra

Utilities

18%

No stock in 2022's best-performers list was in 2021's best-performance list or in 2021's worst-performers list.


Concluding Remarks

Of the 84 positions I've owned throughout the past year, only 22 stocks had positive returns for the year (with dividends excluded). The weighted average return of stocks I've owned throughout the year was -5.05%, which easily beats the S&P 500's performance of -19.44%. 


More By This Author:

10 Dividend Growth Stocks For October 2022
How To Identify Quality Dividend Growth Stocks
Our Best And Worst Performers In 2021

Disclaimer: I'm not an investment professional or a licensed financial advisor. This article represents my personal views and decisions, which may not be appropriate for other investors. ...

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