Charlie Munger Portfolio 2023
Charlie Munger
Daily Journal Holdings Strategy: Value Investor, Long Term InvestorCharlie Munger is a finance and investing legend. He was born in 1924 in Omaha, Nebraska. He is the Vice-Chairman of Berkshire Hathaway and has been a major force in that company's success. Munger is also a noted philanthropist. He has an estimated net worth of $2.3 billion. Charlie Munger's investment portfolio exhibits a strategic focus on financial and banking sectors, with significant positions in Wells Fargo & Co. and Bank of America Corp., indicating a preference for established institutions known for their stability and consistent performance in the market. These powerhouse banks are renowned for their extensive customer bases and diversified financial services.His interest extends to Alibaba Group Holding Ltd - ADR, suggesting an appetite for large-scale e-commerce platforms with global reach and significant growth potential amidst China's expanding online marketplace. Alibaba is viewed as a leading player in technology-driven sectors with a considerable competitive edge.U.S. Bancorp finds its place among Munger’s top investments, reflecting his confidence in regional banking operations recognized for prudent management and reliable revenue streams within the U.S. financial landscape.Lastly, POSCO Holdings Inc - ADR reflects Munger's diversification strategy, adding an international materials sector company to his holdings. This South Korean steel-making giant showcases his belief in industrial entities critical for infrastructure development worldwide.This collection of stocks mirrors Charlie Munger's investment philosophy concentrating on value investing and long-term holding periods. It also illustrates a blend of traditional banking discipline and savvy technological industry bets likely aimed at balancing stability with growth prospects in rapidly evolving markets. For potential investors analyzing these preferences, Munger’s selections offer insights into opportunities where substantial industrial knowledge and economic moats may provide sustainable advantages. ...read more read less
Track Munger, It's Free!Performance
1 Year
+16.02%
3 Years
-18.52%
5 Years
-6.66%
10 years
-0.12%
Sectors
Largest Holdings
WFC:
44 %
44 %
BAC:
44 %
44 %
BABA:
9 %
9 %
USB:
3 %
3 %
Track Munger
Don't miss a trade. Get notified when Charlie Munger makes his next trade, It's Free!
Trades
- Wells Fargo & Co. (WFC)
- Sector: Commercial Banking
- % of Portfolio: 43.6%
- (Buy) $43.19 ― +20.7% →$52.12 (Now)
- Bank Of America Corp. (BAC)
- Sector: Commercial Banking
- % of Portfolio: 43.4%
- (Buy) $19.26 ― +90.3% →$36.65 (Now)
- Alibaba Group Holding Ltd - ADR (BABA)
- Sector: Software Publishers
- % of Portfolio: 8.9%
- (Buy) $181.33 ― -57.5% →$76.98 (Now)
- U.S. Bancorp. (USB)
- Sector: Commercial Banking
- % of Portfolio: 2.9%
- (Buy) $38.36 ― +6.4% →$40.80 (Now)
- POSCO Holdings Inc - ADR (PKX)
- Sector: Iron and Steel Mills and Ferroalloy Manufacturing
- % of Portfolio: Sold
- (Buy) $76.05 ― -22.9% →$58.66 (Now)
Options
Can't find any put or calls that Charlie Munger has in Daily Journal
Track Munger
Don't miss a trade. Get notified when Charlie Munger makes his next trade, It's Free!
Metrics
Performance
1 Year
+16.02%
3 Years
-18.52%
5 Years
-6.66%
10 years
-0.12%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $260 Billion
- Dividend Yield 2.38 %
- Beta 0.8061
- P/E Ratio 13.31
- Negative P/E Ratio NaN
- Profit Margin 20.24%
- PEG 84.77
- Price to Sales Ratio 2.54
- Price to Book Ratio 1.11
- Enterprise Value to EBIT: 44.45
- Enterprise Value to Revenue 8.51
- Total Debt to Enterprise Value 0.59
- Debt to Equity 1.8663
- Quarterly Earnings Growth (YoY) -
- Return on Equity 9.31%
- Return on Assets 1.14%
- Return on Invested Capital 1.83%
Track Munger
Don't miss a trade. Get notified when Charlie Munger makes his next trade, It's Free!
About Charlie Munger
Charlie Munger is a finance and investing legend. He was born in 1924 in Omaha, Nebraska. He is the Vice-Chairman of Berkshire Hathaway and has been a major force in that company's success. Munger is also a noted philanthropist. He has an estimated net worth of $2.3 billion. Charlie Munger's investment portfolio exhibits a strategic focus on financial and banking sectors, with significant positions in Wells Fargo & Co. and Bank of America Corp., indicating a preference for established institutions known for their stability and consistent performance in the market. These powerhouse banks are renowned for their extensive customer bases and diversified financial services.His interest extends to Alibaba Group Holding Ltd - ADR, suggesting an appetite for large-scale e-commerce platforms with global reach and significant growth potential amidst China's expanding online marketplace. Alibaba is viewed as a leading player in technology-driven sectors with a considerable competitive edge.U.S. Bancorp finds its place among Munger’s top investments, reflecting his confidence in regional banking operations recognized for prudent management and reliable revenue streams within the U.S. financial landscape.Lastly, POSCO Holdings Inc - ADR reflects Munger's diversification strategy, adding an international materials sector company to his holdings. This South Korean steel-making giant showcases his belief in industrial entities critical for infrastructure development worldwide.This collection of stocks mirrors Charlie Munger's investment philosophy concentrating on value investing and long-term holding periods. It also illustrates a blend of traditional banking discipline and savvy technological industry bets likely aimed at balancing stability with growth prospects in rapidly evolving markets. For potential investors analyzing these preferences, Munger’s selections offer insights into opportunities where substantial industrial knowledge and economic moats may provide sustainable advantages.
Track Munger
Don't miss a trade. Get notified when Charlie Munger makes his next trade, It's Free!