Portfolios by year2023

The 20 best-performing stocks of 2023 according to reliable analysts

2 JPI methods (Fair / Risk +) · selected early January 2023, held 12 months · real return · top 20 out of ~1,500 stocks · Updated 2026-08-28
In short — in early 2023, the 2 JPI methods (based on the most reliable analysts, ≥2 who beat their sector) would each have selected 20 stocks out of ~1,500, held 12 months. Real results: 🎯 Fair +32% · ⚡ Risk+ +48% — vs +24% for the S&P 500. Best selection (Fair): ARLO (Arlo Technologies) at +171%.

These stocks were not cherry-picked in hindsight: they are the ones the method would have selected using only info known by end of 2022 (price targets from reliable analysts in the prior ~90 days), then held unchanged for 12 months. A true point-in-time record.

🎯 JPI Fair +32% · vs S&P 500 +24% · +7.4 pts

#Stock12-month return
1ARLO Arlo Technologies+171%
2CCL Carnival Corporation+130%
3TSLA Tesla, Inc.+102%
4NCLH Norwegian Cruise Line Holdings+64%
5CNK Cinemark Holdings, Inc.+63%
6PK Park Hotels & Resorts+30%
7PLMR Palomar Holdings, Inc.+23%
8LNTH Lantheus Holdings+22%
9ALGT Allegiant Travel Company+22%
10SF Stifel+19%
11GTLS Chart Industries+18%
12EQT EQT Corporation+14%
13C Citigroup+14%
14RWT Redwood Trust, Inc.+10%
15GM General Motors+7%
16VIAV VIAVI Solutions-4%
17PAYO Payoneer Global Inc.-5%
18RCUS Arcus Biosciences, Inc.-8%
19XNCR Xencor Inc-18%
20MD Pediatrix Medical Group-37%

⚡ JPI Risk + +48% · vs S&P 500 +24% · +23.3 pts

#Stock12-month return
1ARLO Arlo Technologies+171%
2RCL Royal Caribbean Group+162%
3CCL Carnival Corporation+130%
4TSLA Tesla, Inc.+102%
5AMZN Amazon+81%
6EXPE Expedia Group+73%
7NCLH Norwegian Cruise Line Holdings+64%
8MGM MGM Resorts+33%
9GNRC Generac+28%
10GPN Global Payments+28%
11PLMR Palomar Holdings, Inc.+23%
12LNTH Lantheus Holdings+22%
13WBD Warner Bros. Discovery+20%
14GTLS Chart Industries+18%
15CHTR Charter Communications+15%
16EQT EQT Corporation+14%
17GM General Motors+7%
18RCUS Arcus Biosciences, Inc.-8%
19CWK Cushman & Wakefield plc-13%
20XNCR Xencor Inc-18%

What if you'd kept following the method in 2024?

In short — not every year is positive: this is not a miracle method. 2023 shows it — the JPI Fair method returned +32%, better than the S&P 500 (+24%). But the method replays every year: in 2024, the 20 newly recommended stocks returned +10%. Outcome if you kept going (accept 2023, then buy the 2024 picks): +45% over 2 years — vs +53% for the S&P 500.
YearJPI FairS&P 500
2023+32%+24%
2024+10%+23%
2-year cumulative (if you kept going)+45%+53%

💡 The takeaway — you have to accept the average or down years and stay in the method (sell, rebuy the newly recommended names). Whoever panics after a bad year misses the rebound. Discipline > emotion.

💡 Read it honestly: one good year proves nothing — the method also has down years (2018, 2022). The real judge is the 11-year backtest. Price returns, excluding dividends and fees. Not a buy recommendation.

📊 See the full 11-year backtest → 🎯 Stocks to buy today →

📅← 2022 · All years · 2024 →

FAQ

What were the best stocks to buy in 2023?

Per the JPI Fair method (targets from the ≥2 most reliable analysts per sector), the 20 stocks selected in early 2023 returned +31.7% on average over 12 months, vs 24.3% for the index. The best was ARLO (Arlo Technologies) at +171%. See the full list above.

How were these 2023 stocks chosen?

With no hindsight: only from information known by end of 2022 (price targets from analysts with a real reliability track record on their sector), then held 12 months. A point-in-time backtest, not a hindsight pick.

Does this method actually work?

Over 11 years (2015-2025), the JPI Fair method returned +19.8%/yr vs +11.5% for the S&P 500 — +8.3 points a year, beating the index in 8 of 11 years. But it's lumpy (down years in 2018 and 2022) and risk-adjusted the edge is thinner. A quality signal, not a guarantee.

What is JPI Invest?

JPI Invest aggregates analyst recommendations across the entire S&P 500 (plus the S&P MidCap 400), replays them against real prices and measures who predicts best — on results, not reputation. Instead of taking a price target at face value, you see each analyst's track record on each stock.

Explore JPI Invest for free → How it works: the method →

⚠️ Educational analysis, not investment advice. Point-in-time backtest on recomputed Yahoo data, universe = stocks still in the index (survivorship bias). Past performance does not predict the future. · Updated 2026-08-28
JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)