Ray Dalio

Ray Dalio

Last Update: 11-13-2017

Number of Stocks: 286
Number of New Stocks: 83

Total Value: $14,906 Mil
Q/Q Turnover: 27%

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 finance 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

Ray Dalio’s Bridgewater Boosts Gold and Emerging Markets Holdings The $160 billion fund has more than half its long portfolio in emerging markets
Ray Dalio (Trades, Portfolio)’s Bridgewater, the largest hedge fund in the world, strongly increased its investments in emerging markets and gold during the third quarter, according to its portfolio announcement. Read more...
Ray Dalio Commentary: Watch Out for the Effects of Tax Reform on Tax Migration, the Fiscal Conditions of Affected States and Cities, and Polarity in America We haven’t talked enough about the tax migration that is taking place because of growing differences in state and local tax rates
Ray Dalio (Trades, Portfolio), the head of Bridgewater Associates, posted the following on LinkedIn on Dec. 5. Read more...
Bridgewater Associates’ Top 3 New Holdings for the 1st Quarter Ray Dalio’s firm invests in mining, industrial products, offshore drilling
Ray Dalio (Trades, Portfolio)’s Bridgewater Associates gained 73 new holdings during the first quarter. The top three new holdings are Cliffs Natural Resources Inc. (NYSE:CLF), General Electric Co. (NYSE:GE) and Ensco PLC (NYSE:ESV). Read more...
Ray Dalio: Lots of Character, Less Than Inspiring Results Giant hedge fund manager Dalio is making his exit; what are we to make of his legacy?
Since Ray Dalio (Trades, Portfolio) burst onto the investing scene, he has been a unique and intriguing character. He started investing at age 12, he was fired from one investment firm for egregious behavior, he has been a highly controversial manager of his own company and he has had a reputation as one of the biggest and best hedge fund managers in the world. Read more...
The Investment Clock A simple yet useful framework for understanding the various stages of a business cycle and which asset classes perform best in each stage
(The following is an excerpt from our monthly Macro Intelligence Report.) Read more...
» More Ray Dalio Articles

Commentaries and Stories

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Ray Dalio: The Tax Changes Don’t Do What’s Needed When we look at the tax plan holistically, it looks to me like it’s a short-term minor boost to the economy Ray Dalio - Ray Dalio: The Tax Changes Don’t Do What’s Needed
Ray Dalio (Trades, Portfolio), founder of Bridgewater Associates, posted the following on his LinkedIn page on Dec. 21: More...

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Bed Bath and Beyond Falls Despite Earnings Beat Retailer posts lower-than-expected decline in same-store sales Jim Simons, Ray Dalio, Joel Greenblatt, Paul Tudor - Bed Bath And Beyond Falls Despite Earnings Beat
Bed Bath and Beyond Inc. (NASDAQ:BBBY) reported its third-quarter earnings after the market closed on Dec. 20. More...

BED BATH AND BEYOND, 3Q, EARNINGS


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Ray Dalio: Lots of Character, Less Than Inspiring Results Giant hedge fund manager Dalio is making his exit; what are we to make of his legacy? Ray Dalio - Ray Dalio: Lots Of Character, Less Than Inspiring Results
Since Ray Dalio (Trades, Portfolio) burst onto the investing scene, he has been a unique and intriguing character. He started investing at age 12, he was fired from one investment firm for egregious behavior, he has been a highly controversial manager of his own company and he has had a reputation as one of the biggest and best hedge fund managers in the world. More...

RAY DALIO, BRIDGEWATER ASSOCIATES, GURUS, HEDGE FUND,


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Ray Dalio Commentary: Watch Out for the Effects of Tax Reform on Tax Migration, the Fiscal Conditions of Affected States and Cities, and Polarity in America We haven’t talked enough about the tax migration that is taking place because of growing differences in state and local tax rates Ray Dalio - Ray Dalio Commentary: Watch Out For The Effects Of Tax Reform On Tax Migration, The Fiscal Conditions Of Affected States And Cities, And Polarity In America
Ray Dalio (Trades, Portfolio), the head of Bridgewater Associates, posted the following on LinkedIn on Dec. 5. More...

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From 'Principles' Author Ray Dalio: Leonardo's Principles The truth of things is the chief nutrient of superior intellects Ray Dalio - From 'Principles' Author Ray Dalio: Leonardo's Principles
Ray Dalio (Trades, Portfolio), founder of the world's largest hedge fund, Bridgewater Associates, posted the following on his LinkedIn blog on Nov. 21. More...

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Ray Dalio’s Bridgewater Boosts Gold and Emerging Markets Holdings The $160 billion fund has more than half its long portfolio in emerging markets Ray Dalio - Ray Dalio’s Bridgewater Boosts Gold And Emerging Markets Holdings
Ray Dalio (Trades, Portfolio)’s Bridgewater, the largest hedge fund in the world, strongly increased its investments in emerging markets and gold during the third quarter, according to its portfolio announcement. More...

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DaVita: Buffett’s Next Acquisition? Buying the company outright would add over $2 billion a year in operating income Warren Buffett, Ray Dalio, Jim SImons, Joel Greenb - DaVita: Buffett’s Next Acquisition?
 Warren Buffett (TradesPortfolio)’s Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) owns over 38.5 million shares of DaVita Inc. (NYSE:DVA), good for a 20% stake. It is only a matter of time before they buy the whole entity, right? Especially since it is better as another wholly-owned subsidiary producing $2.4 billion in pre-tax income than as a losing stock transaction. Buffett (or his investment team) first bought DaVita back in 2011 and is down slightly on the total position. More...

MEDICAL SERVICES, KIDNEY DIALYSIS, CKD, BUFFETT, BERKSHIRE HATHAWAY, DAVITA, HEALTHCARE, TRUMP


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It's 1937 All Over Again: Ray Dalio Dalio talks to Bloomberg about the state of the economy Ray Dalio - It's 1937 All Over Again: Ray Dalio
Ray Dalio (Trades, Portfolio), founder of the world's largest hedge fund, Bridgewater Associates, over the past few weeks has been promoting his book, "Principles," which is filled with tenets fundamental to his career and success. Dalio also gave an analysis of the economy, saying it parallels the post-depression era. More...

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Hedge Funds Outperform as Korean Peninsula Sizzles Gondor Capital Management continued winning streak as funds generated returns in August Ray Dalio - Hedge Funds Outperform As Korean Peninsula Sizzles
Gondor Capital Management, the New York-based hedge fund management firm founded by Vincent Au, continues its winning streak as its two funds generated returns in August, a month punctuated by fears over the escalating tension in the Korean Peninsula. More...

HEDGE FUNDS, GEOPOLITICS, FINANCIAL MARKETS, GONDOR PARTNERS, LP, GONDOR PARTNERS, LTD, ONSHORE FUNDS, OFFSHORE FUNDS, NORTH KOREA, KOREAN PENINSULA, YUAN, EURO CHINA'S CENTRAL BANK, EUROPEAN CENTRAL,


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Risk-Reward With Chipotle at $300 A be-greedy-when-others-are-fearful situation Ray Dalio,Joel Greenblatt,Frank Sands,Paul Tudor J - Risk-Reward With Chipotle At $300
Big money managers like Ray Dalio (TradesPortfolio), Joel Greenblatt (TradesPortfolio), Frank Sands (TradesPortfolio), Paul Tudor Jones (TradesMore...

FAST CASUAL, MEXICAN FOOD, CHIPOTLE, BURRITO, BURRITO BOWL, FOOD, TASTY


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The Investment Clock A simple yet useful framework for understanding the various stages of a business cycle and which asset classes perform best in each stage Ray Dalio - The Investment Clock
(The following is an excerpt from our monthly Macro Intelligence Report.) More...

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Express Scripts Is on Sale Stock down 11% year to date with massive long-term potential Ray Dalio, Joel Greenblatt, Dodge & Cox - Express Scripts Is On Sale
Express Scripts Holding Co. (NASDAQ:ESRX) acts as a third-party administrator of prescription drug programs. It is a good business. In fact, it is the largest pharmacy benefits manager (PBM) in the United States, generating revenue from the delivery of prescription drugs to client-pharmacies, processing pharmacy claims, compliance programs and data analysis. More...

PHARMACEUTICALS, EXPRESS SCRIPTS, ANTHEM, HEALTHCARE


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Ray Dalio's Latest: Risks Are Rising While Low Risks Are Discounted There are returns, and there are risks Ray Dalio - Ray Dalio's Latest: Risks Are Rising While Low Risks Are Discounted
There are returns, and there are risks. We think of them individually, and then we combine them into a portfolio. We think of returns and opportunities as coming from those things we’d bet on, and we think of risks as the adverse market consequences of us being wrong due to our being out of balance. We start with our balanced beta portfolio—i.e., that portfolio that would most certainly fund our intended uses of the money. Everyone should have their own based on their own projected uses of money, though more generally, it’s our All Weather portfolio. We then create a balanced portfolio of opportunity/alpha bets based on what we think is likely to happen. We then combine them. More...

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7 Stocks With Rising Earnings and Margins of Safety DCF Calculator selects undervalued stocks Jim Simons,Ray Dalio,Ron Baron,Columbia Wanger,Joh - 7 Stocks With Rising Earnings And Margins Of Safety
Companies with growing earnings per share (EPS) are often good investments as they can return a solid profit to investors. According to the discount cash flow (DCF) calculator, the following are undervalued companies that have grown EPS over a five-year period. More...

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The Summer Heats Up Many investors have been more concerned about getting sunburned to a geopolitical crisp Howard Marks,Ray Dalio - The Summer Heats Up
The temperature in the stock market heated up again this month. Like a hot day at the beach, the Dow Jones Industrial Average stock index burned +542 points higher this month (+2.5%), while scorching +2,129 points ahead in 2017 (or +10.8%). More...

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Ray Dalio: Central Banks’ Reversals Signal the End of One Era and the Beginning of Another Another look at the global economy from Bridgewater Associates' chairman and chief investment officer Ray Dalio - Ray Dalio: Central Banks’ Reversals Signal The End Of One Era And The Beginning Of Another
For the last nine years, central banks drove interest rates to nil and pumped money into the system creating favorable carries and abundant cash. These actions pushed up asset prices, drove nominal interest rates below nominal growth rates, pushed real interest rates on cash negative, and drove real bond yields down to near zero percent, which created beautiful deleveragings, brought about balance sheet repairs, and led to more conventional economic conditions in which credit growth and economic growth are growing in relatively good balance with debt growth. That era is ending. More...

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Rising Book Value and Margin of Safety: GameStop, Steven Madden 10 years of growing BV/S for these undervalued stocks Ray Dalio,Steven Cohen,Ronald Muhlenkamp,Joel Gree - Rising Book Value And Margin Of Safety: GameStop, Steven Madden
The following companies have grown their book values per share (BV/S) over the last 10 years. More...

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Ray Dalio: Odds That Conflict Will Lead to Political Ineffectiveness Rising There are times when politics becomes the most important driver on economics, Dalio says in latest memo Ray Dalio - Ray Dalio: Odds That Conflict Will Lead To Political Ineffectiveness Rising
Ray Dalio (Trades, Portfolio), head of the world's largest hedge fund, Bridgewater Associates, has published several commentaries on how the stormy political environment is interacting with the markets. Dalio posted the following memo, 'The Last 24 Hours’ Developments in the UK and US Increase the Odds That Conflict Will Lead to Political Ineffectiveness,' on Friday: More...

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8 Stocks Ray Dalio Continues to Buy Guru increased these holdings in the last 2 quarters Ray Dalio,PRIMECAP Management,Barrow Hanley Mewhin - 8 Stocks Ray Dalio Continues To Buy
Ray Dalio (Trades, Portfolio) founded Greenwich, Connecticut-based hedge fund Bridgewater Associates in 1975. In both fourth-quarter 2016 and first-quarter 2017 the guru bought shares in the following stocks: More...

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How Much of the US Debt Is Good? Debt is only good if used for the right reasons Ray Dalio - How Much Of The US Debt Is Good?
Debt – a word often associated with being broke and one to which most people do not like being tied – has often been the livelihood of many Americans. It has virtually become their way of life; paying their way through just about anything using borrowed money. More...

US DEBT, RAY DALIO, CONSUMER CREDIT, CREDIT REPAIR, CREDIT SCORE


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