Munger-Style Zen Concentration
Extremely concentrated, focused on high-quality companies, holding long term without wavering. Berkshire Hathaway, Coca-Cola, Johnson & Johnson, Procter & Gamble, and Bank of America are all favorites of Munger and Buffett. Buy and sleep well, watching your wealth slowly grow.
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Zhen is here! You want a Munger-style investment portfolio? I got this! Munger's investment philosophy is "less but better," focusing on quality companies, holding long term, and firmly avoiding flashy diversification. If you want to be like Munger, you need a "Zen ruthless" temperament — buy and hold, no matter rain or shine, because the companies I pick are solid fighters!
Munger's Holdings and Style Analysis
Charlie Munger's classic holdings mainly include:
- Berkshire Hathaway (BRK.B/BRK.A)
- Bank of America (BAC)
- Costco (RockFlow not yet available)
- Alibaba (BABA, Hong Kong stocks not supported in U.S. portfolios)
- Wells Fargo (WFC, RockFlow not yet available)
His investment style:
- Extremely concentrated: Only buys a few stocks he deeply believes in, firmly against diversification.
- Long-term holding: Buys intending to pass down to descendants, no frequent trading.
- High-quality companies: Selects only companies with moats, reliable management, and steady cash flow.
- Value investing: Buys great companies at reasonable prices, would rather pay a bit more than buy bad companies.
(References: Charlie Munger Only Owned 3 Stocks And Called ... - Yahoo Finance, Charlie Munger's China Investment Map and Value Investing Believers - Securities Times, RockFlow Munger's Investment Style - Xueqiu, [RockFlow Listed US Stocks](Information 15))
Munger-Style Holdings Available on RockFlow Platform
Due to platform restrictions, classic holdings like Costco and Wells Fargo are not yet available, but Berkshire Hathaway (BRK.B) and Bank of America (BAC) are selectable on RockFlow. Adding in beloved blue chips of Munger and Buffett like Coca-Cola (KO), Apple (AAPL), Johnson & Johnson (JNJ), and Procter & Gamble (PG), you can assemble a full "Munger-style" portfolio!
RockStar Portfolio Recommendation
RockFlow has an "ISTJ Inspector Style Portfolio" that’s basically pure Munger! The holdings are all large blue chips, dividend kings, and cash flow monsters, perfectly aligning with Munger's investment principles:
- Berkshire-B (BRK.B)
- Duke Energy (DUK)
- Johnson & Johnson (JNJ)
- Coca-Cola (KO)
- Procter & Gamble (PG)
Click here to see RockStar portfolio details
Portfolio Inspiration Analysis
You currently hold Coinbase, Google, Nvidia, Robinhood, Circle, and SPY — all tech and innovation stocks with a "growth" flavor. If you want to be more like Munger, consider increasing the proportion of large blue chips and dividend stocks while reducing flashy small caps, concentrating on companies with strong moats.
Munger-Style AI Portfolio (Custom by Bobby)
Here is a tailored "Munger holdings and style" AI portfolio, focused on high-quality companies, extremely concentrated, long-term holding, stable dividends, and reliable management:
Munger-Style Zen Concentration
Related RockStar Portfolio Cards
Other Munger-Style Portfolio Recommendations
If you want more inspiration, check out the "Value Investing Slow Wealth Team" AI portfolio, which also includes favorite picks of Munger and Buffett:
Click to see Value Investing Slow Wealth Team portfolio details
Summary
- Munger’s style is "less but better," buying only the highest quality companies and holding firmly long term.
- The most Munger-like portfolio on RockFlow is the "ISTJ Inspector Style Portfolio," which you can follow or reference directly.
- Bobby has customized a "Munger-Style Zen Concentration" AI portfolio for you – go check it out!
If you want an even more Munger-like, Zen, or ruthless portfolio, or want to add some tech flavor, just come find me! On the investment journey, let’s get "Zen rich" together — no anxiety, no messing around, growing wealth slowly and making money even while sleeping! 😎🫡
(Information sources: RockFlow platform data, Xueqiu, Yahoo Finance, Zhihu, Reddit, October 30, 2025)
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