My 2022 Investment Results: I Hope Never To See Another Such Year

Jan. 21, 2023 9:00 AM ET48 Comments


  • Not since 1969 have both stock and bond market indexes posted losses in the same calendar year. 2022 matched that feat.
  • Along with portfolio-level statistics, I review several strategy changes I implemented in 2022. Each account’s strategy is summarized.
  • While our overall results were negative, they were only half as bad as a blended benchmark matching our allocation was.
  • Looking for a portfolio of ideas like this one? Members of Hoya Capital Income Builder get exclusive access to our subscriber-only portfolios. Learn More »

stack of silver coins with trading chart in financial concepts and financial investment business stock growth

Sakorn Sukkasemsakorn

(This article was co-produced with Hoya Capital Real Estate)


The year 2022 saw inflation take off with the FOMC attacking it with seven rate hikes, the money supply continued to grow, and we had Putin’s war in the

interest rates climb

US money supply

Data by YCharts

asset allocation

Author's Investing XLS

Data by YCharts

Data by YCharts

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This article was written by

Retired Investor profile picture
Build sustainable portfolio income with premium dividend yields up to 10%.

I have both a BS and MBA in Finance. I have been individual investor since the early 1980s and have a seven-figure portfolio.  I was a data analyst for a pension manager for thirty years until I retired July of 2019. My initial articles related to my experience in prepping for and being in retirement. Now I will comment on our holdings in our various accounts. Most holdings are in CEFs, ETFs, some BDCs and a few REITs. I write Put options for income generation. Contributing author for Hoya Capital Income Builder

Disclosure: I/we have a beneficial long position in the shares of JEPI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: We are long every ticker mentioned in the article.

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