Portfolios by year2023

The 20 best stocks of 2023 according to reliable analysts

3 JPI methods (Light / Fair / Risk +) · selected early January 2023, held 12 months · real return · S&P 500 · Updated 2026-07-08
In short — in early 2023, 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 +45% · 🎯 Fair +88% · ⚡ Risk+ +78% — vs +24% for the S&P 500. Best selection (Fair): COIN (Coinbase) at +391%.

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 Light +45% · vs S&P 500 +24% · +20.8 pts

#Stock12-month return
1COIN Coinbase+391%
2CRWD CrowdStrike+143%
3TSLA Tesla, Inc.+102%
4CRM Salesforce+99%
5CPRT Copart+61%
6GNRC Generac+28%
7PSX Phillips 66+28%
8WBD Warner Bros. Discovery+20%
9TRGP Targa Resources+18%
10CHTR Charter Communications+15%
11EQT EQT Corporation+14%
12FANG Diamondback Energy+13%
13WMT Walmart+11%
14OKE Oneok+7%
15VLO Valero Energy+3%
16COP ConocoPhillips-2%
17WRB W. R. Berkley Corporation-2%
18EOG EOG Resources-7%
19AWK American Water Works-13%
20DVN Devon Energy-26%

🎯 JPI Fair +88% · vs S&P 500 +24% · +63.4 pts

#Stock12-month return
1COIN Coinbase+391%
2APP AppLovin+278%
3UBER Uber+149%
4CRWD CrowdStrike+143%
5CCL Carnival Corporation+130%
6PANW Palo Alto Networks+111%
7TSLA Tesla, Inc.+102%
8GE GE Aerospace+95%
9WSM Williams-Sonoma, Inc.+76%
10WDC Western Digital+66%
11NCLH Norwegian Cruise Line Holdings+64%
12PCAR Paccar+48%
13ODFL Old Dominion+43%
14APH Amphenol+30%
15WBD Warner Bros. Discovery+20%
16MNST Monster Beverage+14%
17WMT Walmart+11%
18WRB W. R. Berkley Corporation-2%
19SRE Sempra-3%
20ETR Entergy-10%

⚡ JPI Risk + +78% · vs S&P 500 +24% · +53.5 pts

#Stock12-month return
1APP AppLovin+278%
2PLTR Palantir Technologies+167%
3RCL Royal Caribbean Group+162%
4UBER Uber+149%
5CRWD CrowdStrike+143%
6PANW Palo Alto Networks+111%
7TSLA Tesla, Inc.+102%
8AMZN Amazon+81%
9WSM Williams-Sonoma, Inc.+76%
10WDC Western Digital+66%
11NCLH Norwegian Cruise Line Holdings+64%
12CPRT Copart+61%
13APH Amphenol+30%
14GNRC Generac+28%
15WBD Warner Bros. Discovery+20%
16MNST Monster Beverage+14%
17WMT Walmart+11%
18GM General Motors+7%
19SRE Sempra-3%
20ETR Entergy-10%

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 +88%, better than the S&P 500 (+24%). But the method replays every year: in 2024, the 20 newly recommended stocks returned +49%. Outcome if you kept going (accept 2023, then buy the 2024 picks): +180% over 2 years — vs +53% for the S&P 500.
YearJPI FairS&P 500
2023+88%+24%
2024+49%+23%
2-year cumulative (if you kept going)+180%+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 S&P 500 stocks selected in early 2023 returned +87.7% on average over 12 months, vs 24.3% for the index. The best was COIN (Coinbase) at +391%. 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 +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)