Ray Dalio

Ray Dalio

Last Update: 2014-02-12

Number of Stocks: 293
Number of New Stocks: 67

Total Value: $12,464 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ray Dalio Bought these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
EEM iShares MSCI Emergin... 2013-12-31 Add1.18%$40.48 - $43.66
($41.87)
$ 41.11-2%Add 4.75%77,422,430
VWO Vanguard MSCI Emergi... 2013-12-31 Add0.16%$39.95 - $42.91
($41.22)
$ 40.65-1%Add 0.49%102,097,760
CTXS Citrix Systems, Inc. 2013-12-31 Add0.14%$54.962 - $70.78
($59.58)
$ 55.1-8%Add 279.66%368,637
HCN Health Care REIT, In... 2013-12-31 Add0.13%$52.58 - $66.47
($59.5)
$ 62.725%Add 1764.14%325,964
VTR Ventas Inc 2013-12-31 Add0.12%$55.26 - $67.33
($60.84)
$ 668%Add 281.53%356,227
BRCM Broadcom Corporation 2013-12-31 Add0.11%$26.075 - $29.29
($27.2)
$ 29.589%Add 323.41%608,828
VZ Verizon Communicatio... 2013-12-31 Add0.09%$46.05 - $51.14
($49.21)
$ 46.92-5%Add 99.21%457,624
DVN Devon Energy Corp 2013-12-31 Add0.09%$57.97 - $65.52
($61.34)
$ 68.6812%Add 265.82%259,138
AAPL Apple Inc 2013-12-31 Add0.08%$480.94 - $570.09
($529.12)
$ 517.96-2%Add 70.45%41,371
CHK Chesapeake Energy Co... 2013-12-31 Add0.08%$25.3 - $28.84
($26.85)
$ 27.171%Add 448.8%426,969
IBM International Busine... 2013-12-31 Add0.07%$172.8 - $186.97
($180.17)
$ 197.029%Add 36.31%167,820
PCG PG&E Corp 2013-12-31 Add0.06%$40.07 - $42.75
($41)
$ 45.2710%Add 879.13%206,342
JNJ Johnson & Johnson 2013-12-31 Add0.06%$85.61 - $95.63
($92.24)
$ 99.28%Add 314.73%113,193
GG Goldcorp, Inc. 2013-12-31 Add0.06%$20.84 - $27.1
($23.48)
$ 23.711%Add 91.8%664,407
HP Helmerich & Payne, I... 2013-12-31 Add0.05%$71.11 - $84.03
($77.84)
$ 108.8840%Add 653.3%80,483
KO Coca-Cola Co 2013-12-31 Add0.05%$37.05 - $41.09
($39.43)
$ 40.182%Add 154.22%270,674
SYMC Symantec Corp 2013-12-31 Add0.05%$21.49 - $25.41
($23.36)
$ 20.76-11%Add 617.66%332,751
UTX United Technologies ... 2013-12-31 Add0.05%$102.76 - $112.8
($108.23)
$ 115.847%Add 52.29%157,560
ABX Barrick Gold Corpora... 2013-12-31 Add0.05%$15.4 - $20.5
($17.62)
$ 18.545%Add 80.65%866,200
CVX Chevron Corp 2013-12-31 Add0.04%$116.13 - $125.23
($120.8)
$ 120.30%Add 63.16%96,100
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Ray Dalio's Profile:

Ray Dalio founded Greenwich, CT based hedge fund Bridgewater Associates in 1975. Now it has more than $165 billion under management. The firm claims 13% annual returns after fees. The success of the hedge fund made Ray Dalio 84th richest person in the world, according to Forbes. Ray Dalio is the son of a jazz musician. Studied fiance at Long Island U., went to work for Merrill Lynch in 1972. Harvard MBA in 1973. Ray Dalio bought his first stock the age of 12.

» More Profile & Performance

Ray Dalio's Current Portfolio:

Ticker Shares Value ($1000)
VWO102,097,7604,200,300
SPY19,186,8003,543,610
EEM77,422,4303,235,870
LQD377,35543,089
IVV175,00032,489
IBM167,82031,478
ORCL629,78224,095
AAPL41,37123,210
PEP286,97723,802
CTXS368,63723,316
» More Current Portfolio

Ray Dalio's Sector Weightings:


SectorsSector Weightings (%)
Energy 2% 2%
Basic Materials 1.4% 1.4%
Consumer Cyclical 1.1% 1.1%
Healthcare 1.1% 1.1%
Technology 0.7% 0.7%
Consumer Defensive 0.6% 0.6%
Communication Services 0.5% 0.5%
Financial Services 0.4% 0.4%
Industrials 0.3% 0.3%
Real Estate 0.3% 0.3%
Utilities 0.2% 0.2%
» More Sector Weightings

Ray Dalio's News:

» More Related News


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