Portfolios by year2018

The 20 best stocks of 2018 according to reliable analysts

3 JPI methods (Light / Fair / Risk +) · selected early January 2018, held 12 months · real return · S&P 500 · Updated 2026-07-08
In short — in early 2018, the 3 JPI methods (based on the most reliable analysts, ≥2 who beat their sector) would each have selected 20 S&P 500 stocks, held 12 months. Real results: 🟢 Light -8% · 🎯 Fair -9% · ⚡ Risk+ -3% — vs -6% for the S&P 500. Best selection (Fair): BSX (Boston Scientific) at +43%.

These stocks were not cherry-picked in hindsight: they are the ones the method would have selected using only info known by end of 2017 (price targets from reliable analysts in the prior ~90 days), then held unchanged for 12 months. A true point-in-time record.

🟢 JPI Light -8% · vs S&P 500 -6% · -1.9 pts

#Stock12-month return
1EW Edwards Lifesciences+36%
2TDG TransDigm Group+24%
3CNC Centene Corporation+14%
4PYPL PayPal+14%
5CSX CSX Corporation+13%
6WMT Walmart-6%
7ODFL Old Dominion-6%
8TTWO Take-Two Interactive-6%
9FTV Fortive-6%
10ACGL Arch Capital Group-12%
11LITE Lumentum-14%
12RJF Raymond James Financial-17%
13MCHP Microchip Technology-18%
14MET MetLife-19%
15PCAR Paccar-20%
16MNST Monster Beverage-22%
17MS Morgan Stanley-24%
18T AT&T-27%
19INCY Incyte-33%
20FDX FedEx-35%

🎯 JPI Fair -9% · vs S&P 500 -6% · -2.9 pts

#Stock12-month return
1BSX Boston Scientific+43%
2ISRG Intuitive Surgical+31%
3ADSK Autodesk+23%
4TJX TJX Companies+17%
5CNC Centene Corporation+14%
6CSX CSX Corporation+13%
7SHW Sherwin-Williams-4%
8WMT Walmart-6%
9EXPE Expedia Group-6%
10ODFL Old Dominion-6%
11MCHP Microchip Technology-18%
12GM General Motors-18%
13MMM 3M-19%
14PCAR Paccar-20%
15LH Labcorp-21%
16MNST Monster Beverage-22%
17FDX FedEx-35%
18EQT EQT Corporation-39%
19WDC Western Digital-53%
20FLEX Flex Ltd.-58%

⚡ JPI Risk + -3% · vs S&P 500 -6% · +3.0 pts

#Stock12-month return
1MKC McCormick & Company+37%
2EW Edwards Lifesciences+36%
3ISRG Intuitive Surgical+31%
4TJX TJX Companies+17%
5CNC Centene Corporation+14%
6CSX CSX Corporation+13%
7NDAQ Nasdaq, Inc.+6%
8ETR Entergy+6%
9SRE Sempra+1%
10SHW Sherwin-Williams-4%
11WMT Walmart-6%
12ODFL Old Dominion-6%
13FTV Fortive-6%
14ACGL Arch Capital Group-12%
15MCHP Microchip Technology-18%
16MNST Monster Beverage-22%
17T AT&T-27%
18INCY Incyte-33%
19EQT EQT Corporation-39%
20WDC Western Digital-53%

What if you'd kept following the method in 2019?

In short — not every year is positive: this is not a miracle method. 2018 shows it — the JPI Fair method returned -9%, better than the S&P 500 (-6%). But the method replays every year: in 2019, the 20 newly recommended stocks returned +34%. Outcome if you kept going (accept 2018, then buy the 2019 picks): +22% over 2 years — vs +21% for the S&P 500.
YearJPI FairS&P 500
2018-9%-6%
2019+34%+29%
2-year cumulative (if you kept going)+22%+21%

💡 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 →

📅← 2017 · All years · 2019 →

FAQ

What were the best stocks to buy in 2018?

Per the JPI Fair method (targets from the ≥2 most reliable analysts per sector), the 20 S&P 500 stocks selected in early 2018 returned -9.2% on average over 12 months, vs -6.3% for the index. The best was BSX (Boston Scientific) at +43%. See the full list above.

How were these 2018 stocks chosen?

With no hindsight: only from information known by end of 2017 (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 +26%/yr vs +12.6% for the S&P 500 — double the market. But it's lumpy (drawdowns 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 2026-07-08
JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)