Last December, after beating the S&P 500 Index five years in a row, I wrote, “This kind of streak is not meant to happen, and readers should be warned that there is no guarantee. that this will continue.

Well, it’s over. My annual picks for 2021 worked very well, averaging 17.4%, but the S&P did much better, gaining 35.8%. (Feedback and data throughout the story is through November 5.)

Since 1993, I have proposed a list of 10 actions for the coming year. Nine are chosen from the choices of experts I trust, and I include one of my own. For 2021, I’m happy to say that my choice was the biggest winner: ONEOK (OKE), the 115-year-old gas pipeline company, which benefited from rising oil prices and rose 139.9%.

I will arrive at my choice for 2022 at the end. Let’s start with one of the Investigation of the value line investments, a succinct source of research that also has a solid forecast. My strategy is to choose among stocks that Value line the highest rates (“1”) for speed and security. This list is currently short: nine companies, including obvious companies like Apple (AAPL) and Visa (V).

The outlier is T. Rowe Price Group (TROW), the Baltimore-based asset manager, whose profits have grown every year since 2009 despite the growing popularity of low-cost index funds. Value line notes that “stocks have made spectacular progress over the past year. However, our projections suggest… interesting upside potential for the next 3 to 5 years.”

Parnassus Endeavor (PARWX), a socially responsible fund – which invests with consideration to environmental, social and governance (ESG) measures, has recorded a sparkling annual average of 18.3% over the past 10 years. In 2021, Jerome Dodson retired from managing Endeavor and other Parnassus funds, but he is still a guiding force at the company he founded 35 years ago. My picks in the portfolio for 2019 and 2020 were microchip companies that recorded average gains of almost 100%.

For 2022, I like PepsiCo (PEP), which Billy Hwan, the fund’s new solo manager, first acquired in July. In addition to its soft drinks, the company has such respected brands as Lay’s, Quaker and Gatorade. Revenue has grown steadily and PepsiCo may be able to take advantage of general inflation with aggressive price increases.

Another big winner in 2021 came from Dan Abramowitz of Hillson Financial Management in Rockville, Maryland, who is my go-to small business expert. Her choice fell on IEC Electronics, which was bought by Creation Technologies in October for 53% more than the share price when I listed it, noting: “IEC is also a potential target. of takeover ”.

For 2022, Dan recommends DXC technology (DXC), a mid-sized information technology company based in the suburbs of Washington, DC It’s in the midst of a turnaround, Dan writes, “Yet we’re still just getting started here. . ” Profits are improving, but the title “is valued at less than 10 times the profit for the current year”.

A few months ago, I recommended AB Small Cap Growth (QUASX), a fund that has delivered a sensational 29.8% annualized return over the past five years. The fund increased Louisiana’s holdings LHC Group (LHCG), a provider of post-acute care, including home and palliative care services, in more than 700 locations. The action appears to be highly rated after the setbacks caused by the hurricanes and because healthcare workers have been forced into self-quarantine due to COVID-19. With the aging of the population, health is a growing sector.

Fidelity Advisor Growth Opportunities (FAGAX) is booming, ranking in the top 3% of funds in its category for five-year returns. The problem is, it carries a whopping 1.82% expense ratio and is sold primarily through advisors. Still, you can browse her portfolio for ideas. Most of the fund’s holdings are tech stocks, but the only new buy for 2021 among its top 25 holdings was Freeport-McMoRan (FCX), the producer of minerals (copper, gold, silver) and oil and gas. The stock has doubled in the past year, but its price-to-earnings ratio, based on analyst consensus projections for 2022, is only 11.

A disappointment in 2021 was Upland Software (UPLD), down 47%. It was the choice of Terry Tillman, a software analyst at Truist Securities whose previous picks on my annual list had beaten the S&P 500 Index for nine incredible consecutive years. Tillman recently launched a cover on Engage intelligently (ESMT) with a purchase note. The firm, which helps healthcare professionals manage their practices, didn’t go public until September, but it already has a market value of $ 5 billion, and Tillman sees the price much higher.

It hasn’t been a good year for big Chinese companies, which the Chinese government apparently believes have grown big enough to threaten the Communist Party. As a result, the worst result on my 2021 list was Alibaba Group Holding (BABA), the e-commerce giant, with shares falling by almost half.

Nonetheless, if you have a taste for risk, Chinese stocks present remarkable value these days. Matthews China (MCHFX), my favorite Asian equity fund, kept Tencent Holdings (TCEHY), which is down about 40% from its February high. Tencent, with a market capitalization of $ 576 billion, operates worldwide and offers social media, music, mobile games, payment services and more.

Last year I turned to Schwab Global Real Estate (SWASX) for the first time and was pleased with the return of 21% of their choice, Singapore-based UOL Group (UOLGY) with a portfolio of offices, housing and hotels. The third position of the fund is Public storage (PSTG), owner of 2,500 facilities in 38 states. Is there a better business? Every year, I receive an email informing me that the rental price of my storage box has increased and what will I do? Moving my things is a horrible thought. I’ve always wanted to own this stock. It’s expensive, but waiting can make it even more so.

Over the years, the assets of Berkshire Hathaway (BRK.B), the holding company of Warren Buffett, have increasingly diversified. At the last report, the company owned 40 publicly traded shares. Berkshire Hathaway’s largest stake by far is Apple, at around $ 135 billion. Guess which is the second? Bank of America (BAC), at $ 49 billion. I’m also a longtime BofA fan and shareholder, and it looks especially good at a time when interest rates are rising.

My contrarian bias paid off last year when I abandoned my disastrous 2019 choice of Diamond Offshore Drilling (it went bankrupt) and scored a double with ONEOK. Looking for value, I came to Starbucks (SBUX), which took a hard (and in my opinion, unwarranted) blow over the summer when the company warned of a slowing recovery in China. So I take advantage of fussy investors and recommend Starbucks, one of the world’s best-managed companies, growing steadily with 33,000 outlets worldwide.

I will end with my usual warnings. These 10 stocks vary by size and industry, but they are not intended to make up a diversified portfolio. I expect them to beat the market over the next 12 months, but I don’t advise holding stocks for less than five years. Buy and keep works! Finally, these are my recommendations, but take them as suggestions for your own study and decision making. No guarantee.