Ray Dalio

Ray Dalio

Last Update: 08-11-2015

Number of Stocks: 308
Number of New Stocks: 110

Total Value: $10,829 Mil
Q/Q Turnover: 5%

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

Ray Dalio Watch

  • Ray Dalio Sees More Quantitative Easing Ahead After Small Tightening

    While most of Wall Street expected a rate increase to result from the Federal Open Market Committee meeting in September, Ray Dalio (Trades, Portfolio) expects something different, he said in a note this week.

    Instead, the fund manager entitled his note, “The Dangerous Long Bias and the End of the Supercycle: Why We Believe That the Next Big Fed Move Will Be to Ease (via QE) Rather Than to Tighten.”


  • Morgan Stanley Continues Beating Wall Street

    In this article, let's take a look at Morgan Stanley (NYSE:MS), a $74.5 billion market cap company, which is a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide.

    Bullish sentiment


  • Coach's Opportunity for Growth

    In this article, let's take a look at Coach Inc. (NYSE:COH), a $8.62 billion market cap company, that designs, makes and markets fine accessories for women and men, including handbags, weekend and travel accessories, outerwear, footwear and business cases.

    Opportunity for growth


  • Gold Is On Sale Says The Rational Investor – U.S. Global Investors

    The leveraged gold futures derivatives market is knocking down the precious metal, yet in massive contrast, this drop has ignited a shopping frenzy according to gold coin dealers. I spoke with several friends and industry experts this week who confirmed the record sales numbers for the month. In fact, American Gold Eagle sales reached 161,500 ounces in July, the highest monthly figure since April 2013. What gives?

    Gold often attracts conspiracy theories when it falls so abruptly, especially on Mondays. Interestingly, in a recent article on Zero Hedge, ABC Bullion out of Sydney, Australia, details some of the speculation behind the precious metal’s beat down, which I’ve also discussed in my blog.


  • Expedia Jumped After Beating Wall Street

    Expedia (NASDAQ:EXPE) shares jumped almost 13% to $121.44 in today´s trading day after the company´s Q2 results. The company reported stronger-than-expected revenue and earnings. Further, it received a price target increase. Revenue was up more than 15%, beating the consensus, and reported second-quarter earnings of $0.89, beating analysts' estimates of $0.84 per share. Expedia also announced it raised its September dividend to $0.24 per share, a 33% increase over its previous dividend.

    At the end of May, the stock also jumped in response to news that the firm was selling its majority stake in Chinese travel company eLong (NASDAQ:LONG) to Ctrip.com (NASDAQ:CTRP). I think this was a strategic move, apart from reducing exposure to China, because the firm can focus on valuable ideas in the long haul instead of losing time and sources in that business.


  • The Market for Tobacco Alternatives Continues to Evolve

    In this article let's take a look at Philip Morris International Inc. (NYSE:PM), the global tobacco giant that sells cigarettes in over 200 countries, which manufactures and markets the number one cigarette brand: Marlboro.

    Next generation of ecigarettes


  • Duke Energy Provides Upside Potential

    Jim Simons (Trades, Portfolio) decreased his position in Duke Energy Corporation (NYSE:DUK) through Renaissance Technologies by 4% to $166.6 million in the company's latest filing, with 2.17 million shares.

    On the other hand, Israel Englander remains bullish on the company as evidenced by its increased position in the company's shares, so let´s try to find the intrinsic value of the stock based on an absolute valuation model and see if we can find an upside potential in this stock. Then, we are going to calculate the same value with the new dividend declared by the company.


  • Profound Lessons From Ray Dalio

    Ray Dalio (Trades, Portfolio) is one of the most successful hedge fund managers in the world. While it may be safe to say that readers on this forum are unlikely to agree with his strategy, it may also be safe to say that, if we put investment philosophy aside, Dalio’s "Principles" is a hell of a read at the best price possible (free). I’ve read it over and over,and without exception, I am inspired each time. What I want to share today are some of the most profound lessons (in bold) that Dalio has taught us in the most simplistic words. I hope we can all reflect back on our lives and our investment processes, not necessarily to learn something new, but to start implementing some of the principles immediately.

    On how to beat the market and make a lot of money


  • Xerox's Shares Down by 23%

    In this article, let's take a look at Xerox Corporation (NYSE:XRX), a $11.73 billion market cap company, which is a media and entertainment conglomerate that has diversified global operations intheme parks, filmed entertainment, television broadcasting and consumer products.

    Bullish sentiments


  • Why Ray Dalio Has 60% of His Portfolio in Emerging Market ETFs

    Ray Dalio (Trades, Portfolio) is the founder of the largest hedge fund on the planet, Bridgewater Associates. With over $160 billion in assets under management, his investment company has some of the best performance statistics of any manager over the long term. His Pure Alpha Fund (the largest) has lost money only three times in 20 years, producing a near 20% annual compound return before fees.

    While you need an initial investment of $100 million and at least $5 billion in total investable assets to buy into his funds, individual investors can glean some of Dalio’s best ideas from his SEC filings every quarter. Two major holdings stick out.


  • Adobe's Looks Attractive after Beating Earnings Estimates

    In this article, let's take a look at Adobe Systems Inc. (NASDAQ:ADBE), a $41.16 billion market cap company, which provides a line of software and services used by marketers, knowledge workers, application developers, enterprises and consumers. The company markets and licenses its software to enterprise customers through its sales force and to end users through app stores and its website.

    Results and price return


  • Despite Industry's Risk, I would bet on Tyson Foods

    In this article, let's take a look at Tyson Foods, Inc. (NYSE:TSN), a $17.6 billion market cap company, which is one of the world's largest suppliers of beef, chicken, pork and prepared foods. The firm operates in the food industry, which is highly competitive and is dominated by HJ Heinz (HJH), Kraft Foods (KRFT), General Mills (NYSE:GIS), and Kellogg (NYSE:K).

    Fund´s positions


  • Good Upside Potential in this Canadian E&P Company

    In this article, let's take a look at Crescent Point Energy Corp (NYSE:CPG), a $10.23 billion market cap company, which is an oil and gas producer operating light and medium oil and natural gas reserves in the U.S. and Canada.

    YTD Return & Hedge Funds Positions


  • Oil Companies Dominate Highest-Yielding S&P 500 Stocks

    Three of the five highest-yielding S&P 500 stocks are oil and gas related companies, according to results from GuruFocus’ All-In-One-Screener.

    The screener can be used to sort stocks with more than 150 filters. To find S&P 500 companies with high dividend yields, I selected Yes in the “In the S&P 500” field on the Fundamental tab. Then I sorted the resulting list by clicking the Yield” column to sort from highest to lowest.


  • 5 Undervalued Stocks Trading Below Peter Lynch Earnings Line

    In Peter Lynch’s bestselling book “One Up On Wall Street,” the legendary mutual fund manager wrote that a quick way to tell if a stock is overpriced is to simply compare the stock price with the earnings line.

    In the book, Lynch uses a chart to map the price and earnings per share, aligning $1 in earnings with $15 in stock price. The optimal time to purchase a stock is when price falls below the earnings line.


  • 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 (NYSE: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 (NYSE: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 (NYSE: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%.


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