FINAL RESULTS
Source article by Carsten Mueller, The Superinvestors of Augustusville
Updated December 26, 2024
1 Year Later — Dec 26, 2024
The Superinvestors of Augustusville's December 2023 stock picks returned 10.6% on average over the past year, lagging the S&P 500's 46.9% gain by more than 36 percentage points. Only two of the nine picks with full data outperformed the market benchmark.
Donnelley Financial Solutions (DFIN) emerged as the portfolio's standout, climbing 57.7% and delivering the only substantial outperformance among the group. The remaining picks collectively underperformed, unable to match the broader market's rally over the period.
The gap between these picks and the S&P 500 widened significantly throughout 2024, as the benchmark posted one of its strongest years in recent memory. The 11 tracked picks averaged roughly one-fifth the market's return, a meaningful underperformance at the 12-month mark.
6 Months Later — Jun 24, 2024
The Superinvestors of Augustusville's picks are flat at the six-month milestone, returning 0.0% while the S&P 500 gained 31.0% over the same period. That's a 31-point underperformance against the benchmark.
Of the ten picks with available data, only one has beaten the market. The portfolio's best performer, TIGO, also sits at 0.0%.
These numbers reflect actual market performance since the picks were published in late December 2023. The remaining month of tracking will show whether any momentum emerges in the portfolio's second half.
3 Months Later — Mar 26, 2024
The Superinvestors of Augustusville's portfolio is flat at the three-month mark, posting a 0.0% average return while the S&P 500 climbed 18.0% over the same period. That's an 18-point lag behind the benchmark.
Only four of the ten tracked picks are currently outperforming the market. The top performer, TIGO, also shows a 0.0% return — meaning none of the picks have posted meaningful gains yet.
These selections came from Carsten Mueller's late-December 2023 article outlining 29 stocks for the year ahead. The three-month snapshot captures performance through late March 2024, with the full portfolio still in early stages.
3 Days Later — Dec 29, 2023
The Superinvestors of Augustusville's portfolio of 11 picks from late December 2023 returned 45.7% over the first three days of tracking, just 0.4 percentage points ahead of the S&P 500's 45.3% gain over the same period. Six of the eleven stocks outperformed the market benchmark.
CPRI drove much of the outperformance with a 92.1% gain, nearly doubling the portfolio's average return. The remaining picks showed mixed early movement, with five trailing the market in this initial window.
At this three-day mark, the portfolio holds a razor-thin lead. The narrow margin means even small individual stock moves could flip the comparison in either direction as tracking continues.

Full progress so far — every tracked pick ↓
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