Ray Dalio

Ray Dalio

Last Update: 05-11-2017

Number of Stocks: 236
Number of New Stocks: 73

Total Value: $8,818 Mil
Q/Q Turnover: 5%

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

Ray Dalio Watch

  • 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:

    Ordinarily, politics and economics influence each other with economics being more of a driver on politics than politics is on economics—e.g., bad economic conditions normally lead to political changes—and normally we don't need to pay much attention to politics to get the economics and markets right. However, there are times when politics becomes the most important driver. History has shown us that these times are when there is great economic, social, and political polarity within a country and there is the selection of populist leaders to fight for “the common man" in a battle against “the elites." These conditions exist now. The 1930s were the last time this happened in the developed world and globally.  

  • 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:

    Carnival Corp. (CCL)


  • 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.

    When you want to buy a new car and you apply for an auto loan, you are using debt; when you apply for mortgage for a new home – that is more debt. When you swipe for futons, gasoline or even buy a stick of gum using your credit card again, you are using debt.


  • Exploit Errors to Find Your Edge

    Market speculation is a zero-sum game. In order for someone to win, someone else needs to lose.

    You can think of the market as a collection of players  some weak, some average and some strong. Your goal is to take action against the weak players and relentlessly separate them from their money.


  • Ray Dalio on the Benefit of Mistakes

    It is common knowledge that in order to be a successful investor, you need to buy low and sell high. Unfortunately, the reality is few investors manage to accomplish this feat. It is more likely you will buy high and sell low.

    Psychology helps explain why this is often the case. Investors do not like to be seen holding the bag when the rest of the market is selling. Additionally, the tendency to try to avoid losses means investors kick the can down the road with respect to selling. Only in hindsight, when you are sitting on losses of 75%, do you start wishing you had taken the loss at 50% and walked away.


  • Ray Dalio Buys General Electric, Biogen, Walt Disney

    Ray Dalio (Trades, Portfolio) founded Greenwich, Connecticut-based hedge fund Bridgewater Associates in 1975. He manages a portfolio composed of 236 stocks with a total value of $8.818 billion. During the first quarter the guru bought shares in the following stocks:

    The investor bought 3,848,295 shares in Cliffs Natural Resources Inc. (CLF) with an impact of 0.36% on the portfolio.


  • Bridgewater Associates’ Top 3 New Holdings for the 1st Quarter

    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).

    Dalio stepped down as co-CEO of Bridgewater in April but remains at the firm he founded over four decades ago as a co-chief investment officer and co-chairman. The world’s largest hedge fund has around $160 billion in assets under management. The current portfolio is composed of 236 stocks and is valued at $8.8 billion.


  • 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.


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