Portfolios by year2022

The 20 best stocks of 2022 according to reliable analysts

3 JPI methods (Light / Fair / Risk +) · selected early January 2022, held 12 months · real return · S&P 500 · Updated 2026-07-08
In short — in early 2022, 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 -30% · 🎯 Fair -23% · ⚡ Risk+ -19% — vs -19% for the S&P 500. Best selection (Fair): WRB (W. R. Berkley Corporation) at +32%.

These stocks were not cherry-picked in hindsight: they are the ones the method would have selected using only info known by end of 2021 (price targets from reliable analysts in the prior ~90 days), then held unchanged for 12 months. A true point-in-time record.

🟢 JPI Light -30% · vs S&P 500 -19% · -11.0 pts

#Stock12-month return
1VRTX Vertex Pharmaceuticals+32%
2TMUS T-Mobile US+21%
3PCAR Paccar+12%
4T AT&T-1%
5V Visa Inc.-4%
6TPR Tapestry, Inc.-6%
7ANET Arista Networks-16%
8GPN Global Payments-26%
9CMCSA Comcast-30%
10WSM Williams-Sonoma, Inc.-32%
11FDX FedEx-33%
12ADBE Adobe Inc.-41%
13UBER Uber-41%
14WDC Western Digital-52%
15HOOD Robinhood Markets-54%
16MRVL Marvell Technology-58%
17PYPL PayPal-62%
18TSLA Tesla, Inc.-65%
19DASH DoorDash-67%
20COIN Coinbase-86%

🎯 JPI Fair -23% · vs S&P 500 -19% · -3.8 pts

#Stock12-month return
1WRB W. R. Berkley Corporation+32%
2SRE Sempra+17%
3PCAR Paccar+12%
4MNST Monster Beverage+6%
5EXC Exelon+5%
6T AT&T-1%
7WMT Walmart-2%
8GE GE Aerospace-11%
9NDAQ Nasdaq, Inc.-12%
10FTV Fortive-16%
11ODFL Old Dominion-21%
12MRNA Moderna-29%
13WSM Williams-Sonoma, Inc.-32%
14UBER Uber-41%
15CRWD CrowdStrike-49%
16WDC Western Digital-52%
17HOOD Robinhood Markets-54%
18TSLA Tesla, Inc.-65%
19DASH DoorDash-67%
20COIN Coinbase-86%

⚡ JPI Risk + -19% · vs S&P 500 -19% · +0.2 pts

#Stock12-month return
1OXY Occidental Petroleum+117%
2WRB W. R. Berkley Corporation+32%
3SRE Sempra+17%
4BIIB Biogen+15%
5MNST Monster Beverage+6%
6WMT Walmart-2%
7GE GE Aerospace-11%
8NDAQ Nasdaq, Inc.-12%
9DXCM Dexcom-16%
10ANET Arista Networks-16%
11ODFL Old Dominion-21%
12WSM Williams-Sonoma, Inc.-32%
13UBER Uber-41%
14NCLH Norwegian Cruise Line Holdings-41%
15CRWD CrowdStrike-49%
16HOOD Robinhood Markets-54%
17CCL Carnival Corporation-60%
18TSLA Tesla, Inc.-65%
19DASH DoorDash-67%
20COIN Coinbase-86%

What if you'd kept following the method in 2023?

In short — not every year is positive: this is not a miracle method. 2022 shows it — the JPI Fair method returned -23%, better than the S&P 500 (-19%). But the method replays every year: in 2023, the 20 newly recommended stocks returned +88%. Outcome if you kept going (accept 2022, then buy the 2023 picks): +45% over 2 years — vs +0% for the S&P 500.
YearJPI FairS&P 500
2022-23%-19%
2023+88%+24%
2-year cumulative (if you kept going)+45%+0%

💡 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 →

📅← 2021 · All years · 2023 →

FAQ

What were the best stocks to buy in 2022?

Per the JPI Fair method (targets from the ≥2 most reliable analysts per sector), the 20 S&P 500 stocks selected in early 2022 returned -23.3% on average over 12 months, vs -19.5% for the index. The best was WRB (W. R. Berkley Corporation) at +32%. See the full list above.

How were these 2022 stocks chosen?

With no hindsight: only from information known by end of 2021 (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)