Former darlings in Internet, Consumer Discretionary, Semis and Retail all declined over 30% last year. Tech, homebuilders and real estate didn’t do much better. The stars of 2022 sector show were energy stocks with XLE up 64%!
2022 Mid-Year Review
This time of the year I like to look through some of my performance spreadsheets to see how things are going in various investment areas.
2021 Review: Sectors, Stocks & International
In a major change of leadership, energy, real estate and financials had a phenomenal year. On the bottom of the table we have gold miners (gold price dropped in a high inflation year), biotech and internet which slowed down after years of torrid growth.
2021 Mid-Year Review
S&P 500 has been steadily trending up all year and hasn’t been too far from all-time highs.
2019 Review: Sectors, Stocks & International
Cyclical sectors had a banner year lead by semiconductors, broader tech and homebuilders. On the international front, Greece, Russia and China did best.
2018 Review: Sectors & Stocks
Reviewing top performing sectors and stocks of 2018
2017 Review: Sectors & Stocks
Reviewing top performing sectors and stocks – homebuilders and various flavors of tech companies had a great year
2014 Review: Sectors & Stocks
Reviewing top performing sectors and stocks.
2013 Review: Asset Class & Sector Edition
Another post in my series reviewing investment markets in 2013.