Ray Dalio Portfolio

Bridgewater Associates Holdings

Ray Dalio, an American entrepreneur, and hedge fund manager who currently resides in Greenwich with his family. He studied at Long Island University (LIU) as well as Harvard Business. He founded Bridgewater Associates in 1975 which now has become one of the world's most reputable investment firms. He has deployed multiple strategies to generate success and has made many commonly used practices popular. His net worth is $20 billion.
Ray Dalio's investment strategy emphasizes diversification and stability, as reflected in his portfolio's top five stock investments. The leading position is held by the iShares Core S&P 500 ETF from BlackRock Institutional Trust Company N.A., accounting for 5.9% of his total portfolio, signifying a strategic allocation towards broad market exposure. Following closely, the iShares Core MSCI Emerging Markets ETF, also managed by BlackRock Institutional Trust Company N.A., represents 5.1% of the portfolio, indicating an emphasis on emerging market growth potential.
Consumer staples and retail are strong themes with Procter & Gamble Co. constituting 4.0% of his portfolio, underscoring an investment into established companies with consistent performance. Costco Wholesale Corp comprises 2.7%, hinting at Dalio's confidence in the resilience and expansion capability of retail giants. Lastly, Coca-Cola Co makes up 2.6% of the holdings, reflecting a commitment to enduring consumer brands with worldwide recognition.
This composition illustrates Ray Dalio's balanced approach to investing, centering on reliable performers, global reach, and sector diversity, catering to investors seeking informed insights into seasoned investment tactics.

$18.7 Billion Total portoflio value
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Ray Dalio FAQ

He founded the hedge fund firm Bridgewater Associates in Westport, Connecticut in 1975.

He is 74 years old. He was born on August 8th, 1949 in Jackson Heights, Queens, New York City.

The data is from SEC form 13F. Investment managers who manage a portfolio of at least $100 million have to disclose their equity holdings each quarter.

He wrote serval books. One of his most famous books is “Principles: Life and Work”.

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