Ray Dalio

Ray Dalio

Last Update: 2014-08-12

Number of Stocks: 303
Number of New Stocks: 65

Total Value: $13,344 Mil
Q/Q Turnover: 7%

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

Ray Dalio' s Profile & Performance

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.

Web Page:http://www.bwater.com/default.aspx

Investing Philosophy

These are some of Ray Dalio's life principles:
1. working for what I wanted, not for what others wanted me to do;
2. coming up with the best independent opinions I could muster to move toward my goals;
3. stress-testing my opinions by having the smartest people I could find challenge them so I could find out where I was wrong;
4. being wary about overconfidence, and good at not knowing; and
5. wrestling with reality, experiencing the results of my decisions, and reflecting on what I did to produce them so that I could improve. I believe that by following this approach I moved faster to my goals by learning a lot more than if I hadn't followed it. Read the complete file

Total Holding History

Top Ranked Articles

New Guru Ray Dalio of Bridgewater Associates, World’s Best-Performing Hedge Fund; Buys Index ETFs
Bridgewater & Associates, the world’s largest and best-performing hedge fund manager in 2010 and 2011, was founded by Ray Dalio, who bases his investments on readings of the macro environment, as well as principles of his own devising. His firm manages $125 billion in global investments and his flagship hedge fund, Pure Alpha, has averaged an annual return of 15% before fees over the last 18 years. Read more...
Ray Dalio Letter: A Template for Understanding How the Economic Machine Works and How It Is Reflected Now
Ray Dalio is the founder of the world's largest and best-performing hedge fund in 2011, Bridgewater Associates. The letter was created October 31, 2008 and updated March, 2012: Read more...
Ray Dalio, Bridgewater Associates Speech and Principles
I have a confession to make. I ardently admire Ray Dalio (in a professional manner of worship), regardless of the furor over his principles, or the world’s biggest hedge fund reign*. Full disclosure: I have yet to finish reading his principles. And yes, Ray ranks among the top of my long list of hedge fund managers/traders that I put on a pedestal. See “Reminiscences of a Stock Operator” cheat sheet. Part 1 for another one. Read more...
Ray Dalio Bets on Telecom and Miner in Top First-Quarter Picks
Ray Dalio’s Bridgewater Associates, the world’s largest and best-performing hedge fund and a macro firm, added 71 new stocks to its portfolio in the first quarter of 2012. The largest of the firm’s new buys are: Verizon Communications (VZ), Qualcomm Inc. (QCOM), AT&T (T), Royal Bank Canada (RY) and Newmont Mining (NEM). Read more...
Ray Dalio of 2011’s Best-Performing Hedge Fund Raises Stakes in Emerging Markets ETFs, BMC, WPI and BRK.B
Ray Dalio’s $120 billion Bridgewater Associates in 2010 and 2011 was ranked the world’s largest and best-performing hedge fund, with a 23 percent return in 2011 when the average fund lost 5 percent. Dalio fosters a unique culture of transparency and pursuit of excellence at Bridgewater based on his self-penned “Principles.” They employ a global macro strategy to invest. In Dalio’s words in an October 2011 Charlie Rose interview, “We assess what the world economy is like and what — how asset classes will change and we are managing money for pension funds and endowments like you described; the Pennsylvania teachers, those types of pension funds. We’re trying to keep them safe.” Read more...
» More Ray Dalio Articles

Commentaries and Stories

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Ensco Is a Top Company for Dividend Investors and Others, Too
In this article let's take a look at Ensco PLC (ESV), the international offshore oil and gas contract drilling company that is the world's second-largest offshore drilling rig fleet among competitive rigs with an ultra-deepwater fleet, the newest in the industry. More...

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Absolute and Relative Valuation Models Indicate a Sell Recommendation for Ventas
In this article, let´s consider Ventas, Inc. (VTR), a $19.55 billion market cap, which has a trailing P/E ratio that indicates that the stock is relatively overvalued (PE 40.3x vs Industry Median 24.5x).The company is a real estate investment trust with a portfolio of seniors housing and healthcare properties in the United States and Canada. More...

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Guru-Held Stocks Trading At Historical Low P/B Ray Dalio,John Rogers - Guru-Held Stocks Trading At Historical Low P/B
Buying stocks based on historical low price-to-book (P/B) ratios has been shown to be an effective investment strategy. At GuruFocus, our “Top 25 Historical Low P/B Ratio Companies” portfolio has outperformed the S&P 500 by 16.13 percent since its inception in 2010. Our portfolio is rebalanced once a year and can be viewed at GuruFocus.com. Below is the latest list of stocks that are trading near historical low P/B ratios and are widely held by the investing gurus we follow: More...

P/B ratio


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Altera Benefits from Favorable Industry Trends
In this article, let's take a look at Altera Corp. (ALTR), a $10.41 billion market cap company, which is one of the largest makers of high-performance, high-density programmable logic devices (PLDs) and associated computer-aided engineering logic development tools. More...

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Guru-Held Stocks Near Historical Low P/S
Buying stocks based on historical low price-to-sales (P/S) ratios has been shown to be an effective investment strategy. At GuruFocus, our “Top 25 Historical Low P/S Ratio Companies” portfolio has outperformed the S&P 500 by 23.38 percent since its inception in 2010. Our portfolio is rebalanced once a year and can be viewed at GuruFocus.com. Below is the latest list of stocks that are trading near historical low P/S ratios and are widely held by the investing gurus we follow: More...

P/S ratio


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With a Promising Return, I Would Add Aflac to my Portfolio
In this article, let's take a look at Aflac Inc. (AFL), a $26.06 billion market cap company, which provides supplemental health and life insurance in Japan and the U.S. More...

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Guru Ray Dalio Followed His Own Drummer to Success Ray Dalio - Guru Ray Dalio Followed His Own Drummer To Success
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Ray Dalio, Bridgewater Associates


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Bridgewater's Ray Dalio Sharing His Wisdom On CNBC
You probably aren't going to be able to get Bridgewater's Ray Dalio (Trades, Portfolio) to manage your money for you, but you can listen to his advice. More...

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Guru Stocks at 52-Week Lows: BHP, GSK, UTX, SAP, TEF Ken Fisher,Ray Dalio,David Dreman,T Boone Pickens, - Guru Stocks At 52-Week Lows: BHP, GSK, UTX, SAP, TEF
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows More...

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Reasons Why Greenblatt and Simons Are Betting on Southwest Airlines
In this article, let's take a look at Southwest Airlines Co. (LUV), a $23.38 billion market cap company, which is a major passenger airline that provides scheduled air transportation in the U.S. Some of the largest publically traded companies include Ryanair Holdings (RYAAY), Delta Air Lines (DAL), United Continental Holdings (UAL), US Airways Group (LCC), JetBlue Airways (JBLU), and SkyWest (SKYW). More...

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Marc Benioff Sells More Shares of Salesforce.com
Only a few days after selling 40,000 shares in his company, Salesforce.com (CRM) co-founder Marc Benioff sold 60,000 more. The transaction took place on September 19, and the shares sold for $57.78 apiece. Benioff received $3,466,800 for the holdings. More...

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Seeking the Truth with Ray Dalio Ray Dalio - Seeking The Truth With Ray Dalio
One of my all-time favorite readings is “Principles” by Ray Dalio (Trades, Portfolio). I think everyone should read it, whether or not you are an investor. Mr. Dalio stated in the forward that he wanted us to think for ourselves – to decide 1) what you want, 2) what is true and 3) what to do about it. More...

RAY DALIO


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Customers Make Purchases Based on Fashion and Experience Joel Greenblatt,Ray Dalio,Manning and Napier Advis - Customers Make Purchases Based On Fashion And Experience
In this article, let's take a look at Nordstrom Inc. (JWN), a $13.34 billion market cap company, which is a specialty retailer of apparel and accessories, widely known for its emphasis on service, which operates some 270 stores in 36 states. More...

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Guru Stocks at 52-Week Lows: BHP, GSK, VOD, LYG, TEF Ken Fisher,Ray Dalio,David Dreman,James Barrow,Chr - Guru Stocks At 52-Week Lows: BHP, GSK, VOD, LYG, TEF
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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Hedge Fund´s Returns are Trailing the Standard & Poor’s 500 Index
In this article let's take a look at Ray Dalio (Trades, Portfolio), the founder and majority owner with a 84% stake in Bridgewater Associates Intermediate Holdings (BAIH), the hedge fund that manages $150 billion in assets under management. Bridgewater Associates operates as an international, employee-owned hedge fund manager. It provides its services to pension and profit-sharing plans, pooled investment vehicles, corporations and governmental entities. Since its inception in 1975, Bridgewater has generated net gains of $35.8 billion and that success made this guru the 84th-richest person in the world, according to Forbes. More...

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General Mills: Correlation Between Price and ROE
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Many Hedge Fund Managers Invest in Bed Bath John Rogers,Ray Dalio,Jim Simons,Richard Snow,Jere - Many Hedge Fund Managers Invest In Bed Bath
In this article, let's take a look at Bed Bath & Beyond Inc. (BBBY), a $13.10 billion market cap company, which isone of the best retailer of the industry. More...

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A Leading Analog Chipmaker to Consider in Your Portfolio
In this article, let's take a look at Analog Devices, Inc. (ADI), a $15.79 billion market cap company, which is a company that manufactures high-performance integrated circuits (ICs) used in analog and digital signal processing applications. More...

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Ray Dalio's Top 5 New Second Quarter Stocks Ray Dalio - Ray Dalio's Top 5 New Second Quarter Stocks
Ray Dalio (Trades, Portfolio) is founder of Bridgewater Associates, the largest hedge fund in the world with $150 billion in assets. His All Weather Fund returned 11.2% this year through July, according to Forbes, compared to the S&P’s 6% gain. This is a turn for the better, as the fund declined 4% in 2013 while the S&P rose by about 30%. More...

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5-year lows: FirstEnergy Corp, Staples Inc, Avon Products Inc, and American Eagle Outfitters
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: FirstEnergy Corp, Staples Inc, Avon Products Inc, and American Eagle Outfitters More...

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