Ray Dalio

Ray Dalio

Last Update: 05-14-2015

Number of Stocks: 328
Number of New Stocks: 90

Total Value: $12,832 Mil
Q/Q Turnover: 7%

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

Ray Dalio Watch

  • Ray Dalio increases position in Accenture

    Ray Dalio (Trades, Portfolio) is the founder of Bridgewater Associates – one of the world's largest hedge fund with $165 billion in assets under management. Last quarter, he increased his stake in Accenture (ACN) buying 15,100 shares. As of March 31, 2015, he was holding 55,200 shares of the company. The following chart shows his holding history in the company.


  • Ray Dalio increases his position in Exxon

    Ray Dalio (Trades, Portfolio) is the founder of Bridgewater Associates – one of the world's largest hedge fund with $165 billion in assets under management. Last quarter, he increased his stake in Exxon Mobil (XOM) buying 24,768 shares. As of March 31, 2015, he was holding 168,868 shares of the company. The following chart shows his holding history in the company.


  • Ray Dalio: My Most Fundamental Life Principles

    In case you haven’t read them yet, Ray Dalio (Trades, Portfolio)’s Principles, which you can find here, are a compendium of advice on how to think differently, better and, therefore, beat the market and live a better life. As you may know, Dalio leads Bridgewater, one of the world’s most prominent hedge funds. After being successful over many years, there must be something that the firm is doing differently. Among other pecularities, Dalio has mentioned that he practices transcendental meditation and all the conversations (in every room) across Bridgewater are taped and made available for all the employees.

    These are some of his life principle


  • Ray Dalio initiates a Position in Coca-Cola

    Ray Dalio (Trades, Portfolio) is the founder of Bridgewater Associates – one of the world's largest hedge fund with $165 billion in assets under management. Last quarter, he initiated position in The Coca-Cola Company (KO) buying 577,774 shares. Dalio  has traded in and out of the company several times during the past few years. The following chart shows his holding history in the company.


  • Ray Dalio's Top 5 New Buys in Q1

    Ray Dalio (Trades, Portfolio) founded the Connecticut-based hedge fund Bridgewater Associates in 1975. Today, it manages approximately $169 billion in assets for a variety of institutional clients, including governments and central banks, university endowments and charitable foundations.

    During the first quarter, Dalio purchased 90 new stocks; the portfolio now contains 328 stocks with a quarter-over-quarter turnover of 7%.


  • Ray Dalio's Top 5 Positions, New Buys and Sell Outs

    Over the past days hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in Bridgewater Associates LP, which manages approximately $169 billion in global investments.

    Recently the fund reported its equity portfolio, as at the end of March. The total value of the portfolio amounted to $12.83 billion, up $304.65 million disclosed at the end of the previous quarter. The filing revealed that at the end of March, the fund added 90 new positions to its equity portfolio and sold out 97 positions. The top ten portfolio holdings as of the end of the quarter represented 88.46%. The largest changes from previous 13-F´s fillings are in the financials and technology sectors.


  • If You Don't Own Gold, You Don't Know History – Ray Dalio

    Gold is a currency, says Ray Dalio (Trades, Portfolio).

    He owns gold and the reason why is that there is no sensible reason not to own gold.


  • A Sense Of Ending – The Latest Outlook From Bond Guru Bill Gross

    A Sense of an Ending

    There is accumulation there is responsibility after these there is unrest great unrest


  • China Is Richer Than America - Hedge Fund Titan Ray Dalio

    What does Ray Dalio (Trades, Portfolio) see for China? Can it compete with the United States?

    China is richer than the United States on a total net asset basis (not per capita) and its growth rate will certainly be higher than the U.S..  

  • Hedge Fund Manager Is Betting on a Dollar Drop; Should You?

    In this article, let's take a look at one of the most important financial variables in the world, the dollar, following the bet against that currency by Charlie Chan, a former Credit Suisse Group AG proprietary trader, who now runs his own hedge fund.

    According to Bloomberg, Mr. Chan said his Splendid Asia Macro Fund has returned more than 8% this year, adding to its 18% gain in 2014. So, let´s take a look at his opinions and moves.


  • Wells Fargo Is Trading at a Fair Value According to DDM Model

    In this article, let's take a look at Wells Fargo & Company (WFC), a $281.68 billion market cap company, with assets of $1.74 trillion, is the fourth-largest in the U.S. with three reporting segments: community banking; wholesale banking; and wealth, brokerage and retirement segments.

    Returning Cash


  • Louis Moore Bacon Adds this Micro Cap That Has a Solid Price Appreciation

    Louis Moore Bacon (Trades, Portfolio) is an American hedge fund manager and trader who uses a global macro strategy to invest in the markets. Bacon has been in the top 20 of Top 100 money earners since the 1990s, and he is considered one of the top 100 traders of the 20th century.

    He is the manager of a leading New York City-based hedge fund, Moore Capital Management, which had $3.17 billion under management at Dec. 31, 2014. The investor reported increasing his stake in Levy Acquisition Corp. (LEVY), a $252.5 million market cap, according to GuruFocus Real Time Picks. So in this article, we are going to try to find an explanation for this long position.


  • The Mosaic Company Hikes Dividends and Moves Higher

    In this article, let's take a look at The Mosaic Company (MOS), a $17.33 billion market cap company, which produces and markets concentrated phosphate and potash crop nutrients for the agricultural industry worldwide.

    Dividend Hike


  • Betting on Emerging Markets Like Ray Dalio

    Ray Dalio (Trades, Portfolio)’s Bridgewater Associates is one of the largest investors in iShares MSCI Emerging Markets Indx (ETF) (EEM) as it reported holding 78.54 million shares, down by 2% on the quarter.

    Exchange Traded Fund (ETF)


  • Why Andreas Halvorsen and Ray Dalio are buying this Fertilizer company

    Potash Corporation of Saskatchewan Inc. (POT) is a corporation organized under the laws of Canada. The company is the world’s largest fertilizer company by capacity producing the three primary crop nutrients: potash, nitrogen and phosphate.

    Potash operations: The company is the largest producer of potash worldwide by capacity. In 2014, the company's potash operations represented 20% of global potash capacity. The company own and operate five potash operations in Saskatchewan and one in New Brunswick.


  • Weekly Guru Bargains Highlights: VALE, EC, WPZ, PBR.A, STO

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

    Vale SA (VALE): Down 38% Since Jeremy Grantham (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31


  • Triple Buys: What Are Companies, Insiders and Gurus Purchasing?

    Peter Lynch, the legendary portfolio manager for Fidelity’s Magellan fund from 1977 to 1990, wrote in his bestselling book One Up On Wall Street that company insiders may sell a stock for many reasons but will buy for only one — they believe the stock price will rise.

    Taking this principle a step further, stocks that pass GuruFocus’ screener for the trifecta of positive signs are Triple Buys, that is, stocks being bought not only by insiders, but also the company and gurus.


  • Insiders recently bought OAS and HTWO

    The  All-In-One Guru Screener, can be used to find the most insider buys over the past week by clicking on the insiders tab and changing the settings for All Insider Buying to "1,000,000+ shares at $5,000,000" and Duration to "over the past 7 days."

     Oasis Petroleum Inc (OAS) and HF2 Financial Management Inc. (HTWO) were the two companies with the heaviest buys over the pas week that met the criteria.


  • Coach Is Extending the Brand into New Geographies

    In this article, let's take a look at Coach Inc. (COH), a $11.97 billion market cap company, which designs, makes and markets fine accessories for women and men, including handbags, weekend and travel accessories, outerwear, footwear, and business cases.

    Promising regions


  • Bridgewater's Ray Dalio Explains The Power Of Not Knowing

    To make money in the markets, you have to think independently and be humble. You have to be an independent thinker because you can’t make money agreeing with the consensus view, which is already embedded in the price. Yet whenever you’re betting against the consensus, there’s a significant probability you’re going to be wrong so you have to be humble.

    Early in my career I learned this lesson the hard way — through some very painful bad bets. The biggest of these mistakes occurred in 1981–82, when I became convinced that the U.S. economy was about to fall into a depression. My research had led me to believe that, with the Federal Reserve’s tight money policy and lots of debt outstanding, there would be a global wave of debt defaults, and if the Fed tried to handle it by printing money, inflation would accelerate. I was so certain that a depression was coming that I proclaimed it in newspaper columns, on TV, even in testimony to Congress. When Mexico defaulted on its debt in August 1982, I was sure I was right. Boy, was I wrong. What I’d considered improbable was exactly what happened: Fed chairman Paul Volcker’s move to lower interest rates and make money and credit available helped jump-start a bull market in stocks and the U.S. economy’s greatest ever noninflationary growth period.


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