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:
Please Subscribe to see portfolio changes after 2013-12-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Ray Dalio Sold these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DWA Dreamworks Animation... 2013-12-31 Sold Out $27.05 - $35.74
($31.53)
$ 27.37-13%Sold Out0
BDX Becton Dickinson & C... 2013-12-31 Reduce$98.33 - $110.6
($106.28)
$ 113.166%Reduce -47.83%4,295
ZMH Zimmer Holdings Inc 2013-12-31 Reduce$82.66 - $93.43
($89.17)
$ 90.992%Reduce -35.26%6,792
ALL Allstate Corp 2013-12-31 Sold Out $50.49 - $54.71
($53.35)
$ 55.774%Sold Out0
ARG Airgas Inc 2013-12-31 Sold Out $105.79 - $112.24
($108.91)
$ 107.94-1%Sold Out0
AXLL Axiall Corp 2013-12-31 Sold Out $36.65 - $49.95
($43.03)
$ 47.9211%Sold Out0
DRC Dresser-Rand Group, ... 2013-12-31 Sold Out $56.15 - $63.48
($59.25)
$ 59.751%Sold Out0
STI SunTrust Banks Inc 2013-12-31 Sold Out $32.16 - $36.77
($34.87)
$ 37.959%Sold Out0
HBAN Huntington Bancshare... 2013-12-31 Sold Out $8.085 - $9.66
($8.98)
$ 9.213%Sold Out0
JBHT J.B. Hunt Transport ... 2013-12-31 Sold Out $70.83 - $77.45
($74.58)
$ 75.812%Sold Out0
MMM 3M Co 2013-12-31 Sold Out $117.16 - $139.42
($127.32)
$ 137.738%Sold Out0
ONNN ON Semiconductor Cor... 2013-12-31 Sold Out $6.83 - $8.26
($7.28)
$ 9.5631%Sold Out0
PNRA Panera Bread Company... 2013-12-31 Sold Out $153.15 - $178.92
($167.77)
$ 1680%Sold Out0
SPY SPDR S&P 500 ETF 2013-12-31 Reduce-2.13%$165.48 - $183.86
($177.15)
$ 186.395%Reduce -7.26%19,186,800
MU Micron Technology, I... 2013-12-31 Reduce-0.19%$16.551 - $23.14
($19.43)
$ 23.9123%Reduce -66.75%664,217
AGN Allergan, Inc. 2013-12-31 Reduce-0.14%$88.48 - $110.85
($95.35)
$ 133.9240%Reduce -81.99%40,719
INTC Intel Corp 2013-12-31 Reduce-0.12%$22.48 - $25.85
($24.18)
$ 27.0412%Reduce -88.7%82,053
VLO Valero Energy Corpor... 2013-12-31 Sold Out -0.12%$33.73 - $48.76
($42.15)
$ 5633%Sold Out0
GE General Electric Co 2013-12-31 Sold Out -0.1%$23.57 - $27.89
($26.29)
$ 26.561%Sold Out0
UNH UnitedHealth Group I... 2013-12-31 Sold Out -0.1%$66.94 - $75.19
($71.77)
$ 75.786%Sold Out0
Premium Real Time Picks are included for Premium Members only!!
*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%
Real Estate 0.3% 0.3%
Industrials 0.3% 0.3%
Utilities 0.2% 0.2%
» More Sector Weightings

Ray Dalio's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Hide