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%!
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.
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.
S&P 500 has been steadily trending up all year and hasn’t been too far from all-time highs.
Cyclical sectors had a banner year lead by semiconductors, broader tech and homebuilders. On the international front, Greece, Russia and China did best.
Reviewing top performing sectors and stocks of 2018
Reviewing top performing sectors and stocks – homebuilders and various flavors of tech companies had a great year
Reviewing top performing sectors and stocks.
Another post in my series reviewing investment markets in 2013.