My Best Stocks…and the Worst and How to Invest 2022

Our stock portfolio is up 30% this year and beat the stock market by 13% but it’s time to analyze the best stocks…and the worst, and to get ready for the 2022 stock market. Next year could be a volatile one for stocks and making money means understanding the risks facing the market.

Our Bow Tie Nation portfolio on Stockcard is up 30% in the year to November but I wanted to take a moment to analyze the best and worst investments to see what we can learn about investing and use that to start our 2022 stock picks. We’ll review the portfolio along with the three best stocks and the worst. I’ll then share three factors I’m watching for the 2022 stock market and which stocks to watch next year.

Our stocks in energy and financials were the best performers this year. I noticed early that both sectors would benefit from big picture ideas like a recovering economy and higher interest rates. One stock alone is up over 180% for the year.

Consumer stocks were the big losers of the year with stocks in consumer staples suffering on inflation problems and discretionary stocks falling on a resurgent virus. Some of these stocks should recover in 2022 though staples could still lag because of inflation.

Investing in 2022 will mean understanding how inflation, higher interest rates and the tight jobs market will affect stocks. Starting with this big picture analysis will help you find the stock sectors that will outperform and then to narrow your list to a handful of the best stocks to buy.

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Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.

[tonynes]

Joseph, I bought some dividend stocks that you recommended and I'm Okay with that. I just can't (or just won't ) analyze stocks on my own. I know my weakness. I sell too soon. And I'm older and I don't have years to wait for a stock to go up. I'm leaning towards more dividend stocks and ETFs. Thank you for your service to the financial community! I Will keep on listening! ...more closely...and maybe to do some "swing trading"...if I have the time...or make the time.

[niutak]

How about a review of Icahn Enterprises (IEP)?

[bmwuzwm]

I feel you on CLX, my worst stock this year.

[robertjohnson]

In the cash and carry strategy video can you touch on doing it for a currency or commodity outside of bitcoin?
Thanks as always

[dmitryyeliosof]

great videos as always! what I disagree though is, how labor shortage is positioned. I believe businesses will actually benefit from it by optimizing and automating the operations, making themselves less reliant on low-productive labor

[dannyrod]

You mentioned STAG. I have IIPR up 47% since June, a REIT I found while researching STAG

[tonynes]

The great resignation. I don't get it. What are people waiting for, basic income and free money from the government??

[danielolesen]

how do you see mortgage reits perform? flat or going down

[lindameermann]

What do you think of ILPT at the moment? ILPT plans to take over Monmouth. How do you rate this takeover?

Greetings from Germany

[JAT]

Weight watchers caused weight loss from the wallet

[colorblindphotographer]

The S&P is up 31% this year. Why not just invest in that and save on the transaction costs. And, with the S&P you have greater diversification with less idiosyncratic risk?

[deerinfear]

My stomach has killed me the past 10 days. Many of my stocks with good earnings all down. Just don't get it.

[uyeqhgs]

The Great Resignation could be an important step to bring us truly into the Automation Age. Many huge companies like McDonald's are investing in automation technology for their restaurants. Does a human really need to flip the burgers at this point? The answer is no. It's kind of a silly waste of human time and energy to be flipping burgers and cooking fries in my opinion. Bring on the robots!

[wealtharea]

I still feel like in 2022 will be a market crash...
Almost a century ago happened one, an the world is weird