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Ray Dalio

Bridgewater Associates Holdings Strategy: Value Investor, Long Term Investor, Macro Investor

Books that Inspired Dalio:

Thinking, Fast and Slow - Daniel Kahneman

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 showcases a diversified and robust portfolio, underlining his market acumen. Leading his top investments is the iShares Core S&P 500 ETF by BlackRock Institutional Trust Company N.A., capturing 5.9% of his portfolio. This choice reflects Dalio's confidence in the enduring power and stability of large-cap U.S. equities. Following closely, the iShares Core MSCI Emerging Markets ETF represents another strategic holding by BlackRock Institutional Trust Company N.A., comprising 5.2% of Dalio's assets, illustrating his belief in the growth potential of emerging markets.Procter & Gamble Co., known for its consumer goods resilience, occupies 4.0% of Dalio's investment portfolio, underscoring a preference for stocks with solid fundamentals and stable returns. Costco Wholesale Corp, constituting 2.8%, reveals Dalio's value on retail giants renowned for their operational efficiency and customer loyalty. Finally, Coca-Cola Co, making up 2.6% of the portfolio, reaffirms an interest in global brands with historical performance strength and dividend reliability.These selections demonstrate Ray Dalio's balanced approach towards both risk and opportunity, highlighting sectors and entities poised for reliability and growth within diverse economic conditions. For potential investors looking into Dalio's strategies or aiming to understand market dynamics better, these insights into his portfolio offer valuable cues about concentrating investments in fundamentally strong companies and sectors with long-term growth prospects.

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Ray Dalio Portfolio 2023

Performance

1 Year

+14.32%

3 Years

+6.07%

5 Years

+21.22%

10 years

+32.82%

Sectors

Largest Holdings

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Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks

See the list of stocks that have raised their payouts for 50 straight years

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Trades

BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF ^(IVV)
Sector: ETF
% of Portfolio: 5.9%
^(Buy) $327.87 ― +57.8% →$517.43 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 3.8%}

BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF ^(IEMG)
Sector: ETF
% of Portfolio: 5.2%
^(Buy) $53.10 ― -3.1% →$51.43 ^(Now)

Last trade: Q4 2023 ^{Sold 2.6% shares}

Procter & Gamble Co. ^(PG)
Sector: Soap and Other Detergent Manufacturing
% of Portfolio: 4.0%
^(Buy) $141.71 ― +13.3% →$160.62 ^(Now)

Last trade: Q4 2023 ^{Sold 3.3% shares}

Costco Wholesale Corp ^(COST)
Sector: All Other General Merchandise Stores
% of Portfolio: 2.9%
^(Buy) $412.52 ― +90.4% →$785.59 ^(Now)

Last trade: Q4 2023 ^{Sold 17.0% shares}

Coca-Cola Co ^(KO)
Sector: Soft Drink Manufacturing
% of Portfolio: 2.6%
^(Buy) $54.93 ― +8.2% →$59.44 ^(Now)

Last trade: Q4 2023 ^{Sold 11.0% shares}

Johnson & Johnson ^(JNJ)
Sector: Pharmaceutical Preparation Manufacturing
% of Portfolio: 2.4%
^(Buy) $161.18 ― -1.4% →$158.87 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 1.8%}

SSgA Active Trust - SPDR S&P 500 ETF Trust ^(SPY)
Sector:
% of Portfolio: 2.3%
^(Buy) $135.47 ― +280.0% →$514.81 ^(Now)

Last trade: Q4 2023 ^{Sold 17.3% shares}

PepsiCo Inc ^(PEP)
Sector: Soft Drink Manufacturing
% of Portfolio: 2.1%
^(Buy) $152.17 ― +7.2% →$163.11 ^(Now)

Last trade: Q4 2023 ^{Sold 8.9% shares}

McDonald`s Corp ^(MCD)
Sector: Food Service Contractors
% of Portfolio: 2.1%
^(Buy) $232.76 ― +25.1% →$291.11 ^(Now)

Last trade: Q4 2023 ^{Sold 8.5% shares}

Meta Platforms Inc - Ordinary Shares - Class A ^(META)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 1.8%
^(Buy) $195.19 ― +162.4% →$512.19 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 7.1%}

Visa Inc - Ordinary Shares - Class A ^(V)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 1.6%
^(Buy) $216.00 ― +28.8% →$278.26 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 28.0%}

PDD Holdings Inc - ADR ^(PDD)
Sector: Electronic Shopping
% of Portfolio: 1.5%
^(Buy) $68.65 ― +70.6% →$117.14 ^(Now)

Last trade: Q4 2023 ^{Sold 10.1% shares}

Alphabet Inc - Ordinary Shares - Class A ^(GOOGL)
Sector: All Other Telecommunications
% of Portfolio: 1.5%
^(Buy) $109.36 ― +22.9% →$134.38 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 29.5%}

NVIDIA Corp ^(NVDA)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: 1.3%
^(Buy) $460.66 ― +101.2% →$926.69 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 458.1%}

Lilly(Eli) & Co ^(LLY)
Sector: Pharmaceutical Preparation Manufacturing
% of Portfolio: 1.3%
^(Buy) $401.49 ― +94.3% →$780.16 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 412.5%}

Merck & Co Inc ^(MRK)
Sector: Pharmaceutical Preparation Manufacturing
% of Portfolio: 1.3%
^(Buy) $94.03 ― +31.9% →$123.99 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 20.6%}

Abbott Laboratories ^(ABT)
Sector: Pharmaceutical Preparation Manufacturing
% of Portfolio: 1.2%
^(Buy) $115.10 ― +5.1% →$120.92 ^(Now)

Last trade: Q4 2023 ^{Sold 8.5% shares}

CVS Health Corp ^(CVS)
Sector: Pharmacies and Drug Stores
% of Portfolio: 1.2%
^(Buy) $86.46 ― -14.1% →$74.30 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 5.7%}

Vanguard Group, Inc. - Vanguard FTSE Emerging Markets ETF ^(VWO)
Sector: ETF
% of Portfolio: 1.2%
^(Buy) $41.90 ― -0.2% →$41.83 ^(Now)

Last trade: Q4 2023 ^{Sold 10.0% shares}

Starbucks Corp. ^(SBUX)
Sector: Coffee and Tea Manufacturing
% of Portfolio: 1.2%
^(Buy) $99.81 ― -8.9% →$90.95 ^(Now)

Last trade: Q4 2023 ^{Sold 4.4% shares}

Mckesson Corporation ^(MCK)
Sector: Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers
% of Portfolio: 1.0%
^(Buy) $257.39 ― +105.3% →$528.48 ^(Now)