Historical portfolio replay
Daily Journal disclosure snapshot: 1 month 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
Replay the allocation in the app
The interactive replay calculates the available close-price history for each holding and shows the result when the data is available for the selected window.
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