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 |
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 2022How 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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