Ray Dalio

Ray Dalio

Last Update: 02-10-2017

Number of Stocks: 268
Number of New Stocks: 77

Total Value: $10,528 Mil
Q/Q Turnover: 14%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Ray Dalio Watch

  • Ray Dalio Releases Article 'Populism: The Phenomenon'

    Ray Dalio (Trades, Portfolio) Steven Kryger Jason Rogers Gardner Davis

    Populism is not well understood because, over the past several decades, it has been infrequent in emerging countries (e.g., Chávez’s Venezuela, Duterte’s Philippines, etc.) and virtually nonexistent in developed countries. It is one of those phenomena that comes along in a big way about once a lifetime—like pandemics, depressions, or wars. The last time that it existed as a major force in the world was in the 1930s, when most countries became populist. Over the last year, it has again emerged as a major force.  


  • Is Williams-Sonoma a Better Bargain Than Ever?

    (Published by Nicholas McCullum on March 19)


    The retail sector has been under pressure for some time now.

      


  • Ray Dalio's Top 10 Holdings Include Giant Apple

    Ray Dalio (Trades, Portfolio)'s Bridgewater Associates disclosed an equity portfolio valued at some $10.53 billion at the end of the fourth quarter of 2016 and a top 10 concentration of 83.2%.


    In this article, we will look into the eighth top holding held at the end of the fourth quarter: Apple Inc. (NASDAQ:AAPL).

      


  • The Key to Successful Investing Is Understanding Your Weaknesses

    I have something to tell you. You are not Warren Buffett (TradesPortfolio). No matter how carefully you follow his trades, how often you read his advice or how much of a Buffett scholar you think you are, you are not the "Oracle of Omaha." You are not even close.


    This is a bit of a generalization. What I am trying to say is that no matter how much research you do into a particular investor or investing style, you are not an expert on the topic. And you certainly should not invest unless you understand this caveat.

      


  • Ray Dalio Steps Down as Co-CEO of Bridgewater

    Ray Dalio (Trades, Portfolio), founder of the world's largest hedge fund, Bridgewater Associates, announced several management changes, including his transition out of management, in a note on LinkedIn this morning:  


  • Underperforming Stocks in Gurus' Portfolios

    While gurus hold positions in these companies, the stock prices and returns continue to fall. These are the worst-performing stocks over the last three months with a long-term presence in more than four gurus’ portfolios.


    Endo International PLC (ENDP) had a negative performance of 42.7% over the last six months. Despite this, four mutual funds are holding the stock with a total weight of 2.40% on their portfolios.

      


  • 7 of the Best-Performing Stocks

    According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.


    Seattle Genetics Inc. (SGEN) with a market cap of $8.52 billion has outperformed the S&P 500 Index by 99.4% over the last 12 months.

      


  • Ray Dalio Expands ETF Empire in 4th Quarter

    Ray Dalio (Trades, Portfolio) founded Bridgewater Associates, a Connecticut-based hedge fund that currently has $165 billion in assets under management (AUM). During fourth-quarter 2016, Dalio increased his positions in four exchange-traded funds: Vanguard FTSE Emerging Markets (ARCA:VWO), iShares Core MSCI Emerging Markets (ARCA:IEMG), iShares MSCI South Korea Capped Index Fund (ARCA:EWY) and iShares MSCI Brazil Capped Index Fund (ARCA:EWZ). The Bridgewater hedge fund manager also reduced his positions in the SPDR S&P 500 (ARCA:SPY) and the iShares MSCI Emerging Index Fund (ARCA:EEM). With these transactions, Dalio increased his portfolio holdings by about 4.7% in the aggregate.


    Vanguard FTSE Emerging Markets ETF

      


  • GNC: Be Greedy When Others Are Fearful?

    Sometimes its good to follow Warren Buffett (Trades, Portfolio)’s advice and “Be greedy when others are fearful.” In the case of GNC Holdings Inc. (NYSE:GNC), I am not so sure. With earnings set to be released later this month, GNC has already had a horrific year with its stock down 23% since the beginning of 2017.


    The company’s roots date back to 1935 when David Shakarian open a health food store in downtown Pittsburgh. As legend has it, he only sold $35 worth of products that first day. Fast forward 80 years and the company generates north of $7 million a day. That is what intrigues me the most. The numbers look pretty solid.

      


  • Achieve Market Mastery Through Fallibilism and Perspectivism

    Macro Ops is dedicated to one thing: mastering the markets.


    But the path towards mastery is not linear. It is a messy one that requires constant iteration, observation, backtracking and improvement. Ray Dalio (Trades, Portfolio) has a good visual for it:

      


  • 7 Stocks You Could Buy to Beat the Market

    According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter.


    Companhia Siderurgica Nacional ADR (SID) with a market cap of $5.1 billion has outperformed the S&P 500 Index by 390.7% during the last 12 months.

      


  • Ray Dalio's Best Investments of 2016

    Ray Dalio (Trades, Portfolio) founded Connecticut-based hedge fund Bridgewater Associates in 1975. The following are the best performers of his investments.


    Vale SA ADR. (NYSE:VALE) with a market cap of $48.65 billion gained 300.4% in 2016. The guru's holding represents 0.08% of his total assets.

      


  • Know How Short-Term and Long-Term Debt Cycles Work

    Conventional economic “wisdom” fails to understand the role of credit/debt in our market-based system. Mainstream economics completely neglects to understand not only credit's effect on demand, but also how this credit demand fluctuates in both short- and long-term cycles.


    Now when I say cycles, don’t roll your eyes and think I’m some tinfoil hat-wearing conspiracy theorist. I don’t believe in Elliot Waves or Fibonacci or Pi or that some other hidden universal force has set us on a predetermined path of repetition – though I admit, I do look good in tinfoil.

      


  • Trading Lessons From the Great Ray Dalio

    Ray Dalio (Trades, Portfolio) is the founder of Bridgewater. Two years ago, Bridgewater surpassed George Soros’ Quantum fund for the title of most profitable hedge fund of all time, returning over $46 billion since inception.


    Dalio is one of the more original thinkers alive today. In the investing world he stands alone in his depth of understanding of how the “economic machine” works. His “principles” for life and management are like beautiful computer code designed to produce desired outcomes while stripping away the nonessential. The man is a philosophizing engineer taking apart and designing machines for all aspects of life. Dalio has devoted himself to pursuing truth at all costs. (I know, it sounds like I’m fawning, but I admire the guy’s thinking. He’s also one of my three favorite traders next to Livermore and Soros.)

      


  • 9 Stocks Ray Dalio Continues to Buy

    Ray Dalio (Trades, Portfolio) founded his Connecticut-based hedge fund, Bridgewater Associates, in 1975. In both the second quarter and third quarter, the guru increased his position in the following stocks:


    Celgene Corp. (NASDAQ:CELG)

      


  • Ray Dalio Sees First Above-Ground Digital Currency Company as Wave of Future

    Ray Dalio (Trades, Portfolio) is seeing digital fiat currency as the wave of the future, making an investment in electronic payment technology slightly more above-ground than bitcoin, as it will be used by one of the most legitimate of institutions, central banks.


    Considering the paper dollar passé, the company, eCurrency, brought together engineers and scientists to translate it into legal digital tender used and circulated exclusively by central banks of nations to any digital platform. eCurrency’s hardware, software and cryptographic technology enables the transactions.

      


  • Data Show Same ETF Indexes Luring Value Gurus and All Large Funds Regardless of Approach

    Investors prided on their individual stock picking strategy sometimes cast their bets on lists of stocks others picked out, called ETFs. In the third quarter, the rare event that noted investors with a value slant agreed with large U.S. funds of all stripes occurred. The majority of both groups signaled that certain sector ETFs deserved their money more than the vast universe of all others.


    Index investing’s big moment has been fueled by lackluster active management returns, high fees, regulation and a buoyant market. ETFs treat entire sectors like a stock but in a competition between the two leaders in each, a U.S. company trading on the S&P 500, itself an ETF of the broad market, would have won this year. NVIDIA Corp. (NASDAQ:NVDA), the highest returning stock year to date, soared 184.8%. The best-performing ETF, PureFunds ISE Junior Silver ETF (SILJ), followed on its heels with a 169.3% gain.

      


  • Ray Dalio Increases Long-Held Bet on Out-of-Favor Emerging Markets as Category Improves

    Known for founding the world’s largest hedge fund, the $150 billion Bridgewater Associates, Ray Dalio (Trades, Portfolio) has allocated ever more of its portfolio to emerging markets in the recent quarter as the category sees improvement over the past months.


    With the addition of two new emerging market ETFs and sharp increases to his existing ones, he built his cumulative emerging market position to 58.14% of the portfolio the portfolio, reflecting a meaningful increase from 48.94% in the previous quarter.

      


  • Warren Buffett Buys Airlines While Ray Dalio Sells Out

    Warren Buffett (Trades, Portfolio) caused a stir in the past month when he softened his previous negativity about airlines and bought shares of three. Ray Dalio (Trades, Portfolio), founder of the world’s largest hedge fund Bridgewater Associates, went the opposite direction from Buffett and sold out of the entire sector.


    Bridgewater oversees about $150 billion in assets and invests according to its understanding of the global economy and financial markets. Dalio is a big proponent of independent thinking and stresses radical transparency among the workers at his firm. An airline stock, Northeast Airlines, was his first security purchase ever, and it tripled, but only out of luck, he says in his book “Principles.”

      


  • What Trump Means for Markets

    It’s interesting how quickly the consensus around what a Donald Trump presidency means for markets went from “it would be an unequivocal disaster” to “his policies will bring forth a new and lasting economic expansion.”


    Moral of the story: Consensus has a habit of being wrong, and reality tends to be a bit more nuanced.

      


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