Historical portfolio replay
Daily Journal disclosure snapshot: 5 years replay
A normalized view of three equity positions from Daily Journal Corporation’s June 30, 2026 filing. This is the company’s dated disclosure, not a personal account or a reconstruction of Charlie Munger’s investments.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
What $10,000 would have become
- Estimated value
- $14,837
- Historical change
- +48.4%
- Data through
- Oct 9, 2026
Allocation
Daily Journal disclosure snapshot holdings
| Ticker | Company | Weight |
|---|---|---|
| WFC | Wells Fargo | 46.8% |
| BAC | Bank of America | 45.7% |
| BABA | Alibaba Group | 7.5% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Source: SEC Form 13F-HR · Daily Journal Corporation.
Snapshot date: 2026-06-30
Source reviewed: 2026-10-03
Wells Fargo, Bank of America, and Alibaba are normalized to 100%. U.S. Bancorp, the fourth reported position, was excluded because the data service returned its five-year series unavailable. Alibaba is a sponsored ADS. This subset excludes cash and any non-reportable exposures; it does not reproduce the company’s investment performance.
Historical windows