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Charlie Munger profile
Charlie Munger profile

Charlie Munger

Daily Journal Holdings Strategy: Value Investor, Long Term Investor

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.

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Charlie Munger Portfolio 2023

Performance

1 Year

-19.21%

3 Years

-4.05%

5 Years

-25.10%

10 years

-16.18%

Sectors

Largest Holdings

Trades

  • Bank Of America Corp. Bank Of America Corp. (BAC)
  • Sector: Commercial Banking
  • % of Portfolio: 41.3%
  • (Buy) $19.26 ― +53.8% →$29.63 (Now)
Last trade: Q4 2016 New holding
  • Wells Fargo & Co. Wells Fargo & Co. (WFC)
  • Sector: Commercial Banking
  • % of Portfolio: 41.2%
  • (Buy) $43.19 ― -1.0% →$42.78 (Now)
Last trade: Q4 2013 New holding
Last trade: Q1 2022 Sold 50.2% shares
  • U.S. Bancorp. U.S. Bancorp. (USB)
  • Sector: Commercial Banking
  • % of Portfolio: 3.1%
  • (Buy) $38.36 ― -4.0% →$36.83 (Now)
Last trade: Q4 2013 New holding
  • POSCO Holdings Inc - ADR POSCO Holdings Inc - ADR (PKX)
  • Sector: Iron and Steel Mills and Ferroalloy Manufacturing
  • % of Portfolio: Sold
  • (Buy) $76.05 ― +19.9% →$91.19 (Now)
Last trade: Q4 2022 Sold -9.75 Thousand shares
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

Options

Can't find any put or calls that Charlie Munger has in Daily Journal

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Average Portfolio Company Metrics

  • Market Cap: $192 Billion
  • Dividend Yield 2.66 %
  • Beta 1.0855
  • P/E Ratio 9.77
  • Negative P/E Ratio NaN
  • Profit Margin 15.69%
  • PEG 44.87
  • Price to Sales Ratio 1.51
  • Price to Book Ratio 0.94
  • Enterprise Value to EBIT: 21.32
  • Enterprise Value to Revenue 4.13
  • Total Debt to Enterprise Value 0.61
  • Debt to Equity 1.622
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity 9.65%
  • Return on Assets 1.46%
  • Return on Invested Capital 11.03%

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.

Track Munger

Don't miss a trade. Get notified when Charlie Munger makes his next trade, It's Free!

Track Munger