DivGro's Best and Worst Performers in 2022

Every year-end, 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 the year, 53 stocks had negative returns, and 31 stocks had positive returns for the year. So it's not surprising that DivGro had a down year in 2022!

On average, these positions are 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. 

This 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 1 January 2022. 

Here is a chart showing the price performance of DivGro positions I owned each and every day in 2022:

This 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 DivGro's 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 are still the top-performing positions in my DivGro portfolio.

Ten Worst Performers

The following table presents DivGro's ten worst-performing positions in 2022. These are all stocks I owned on 1 January 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 this year's worst-performers list that was also in last year's worst-performers list. Alphabet (GOOG) was the best-performing stock last year, and Accenture plc (ACN) also appeared on last year's best-performers list.

Ten Best Performers

The following table presents DivGro's ten best-performing positions in 2022. These are all stocks I owned on 1 January 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 this year's best-performers list was in last year's best-performance list or in last year's worst-performers list.

Concluding Remarks

Of the 84 positions I've owned throughout the 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%. 

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