Ray Dalio

Ray Dalio

Last Update: 08-10-2017

Number of Stocks: 344
Number of New Stocks: 175

Total Value: $10,919 Mil
Q/Q Turnover: 24%

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

Trading Lessons From the Great Ray Dalio Guru is one of the most original thinkers living today
Ray Dalio (Trades, Portfolio) is the founder of Bridgewater. Two years ago, Bridgewater surpassed George Soros’ Quantum fund for the title of most profitable hedge fund of all time, returning over $46 billion since inception. Read more...
Know How Short-Term and Long-Term Debt Cycles Work Mainstream economics fails to understand not only credit's effect on demand but also how demand fluctuates
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. Read more...
Data Show Same ETF Indexes Luring Value Gurus and All Large Funds Regardless of Approach Two groups in rare agreement
Investors prided on their individual stock picking strategy sometimes cast their bets on lists of stocks others picked out, called ETFs. In the third quarter, the rare event that noted investors with a value slant agreed with large U.S. funds of all stripes occurred. The majority of both groups signaled that certain sector ETFs deserved their money more than the vast universe of all others. 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 Sees First Above-Ground Digital Currency Company as Wave of Future eCurrency is advancing the tender (not bitcoin) for central banks
Ray Dalio (Trades, Portfolio) is seeing digital fiat currency as the wave of the future, making an investment in electronic payment technology slightly more above-ground than bitcoin, as it will be used by one of the most legitimate of institutions, central banks. Read more...
» More Ray Dalio Articles

Commentaries and Stories

  • Currently 3.00/5

Rating: 3.0/5 (3 votes)

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


  • Currently 2.50/5

Rating: 2.5/5 (2 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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,


  • Currently 2.00/5

Rating: 2.0/5 (1 vote)

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


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

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...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Exploit Errors to Find Your Edge Determining who makes mistakes – and how – in stock market wagers David Tepper,Ray Dalio,George Soros,Warren Buffett - Exploit Errors To Find Your Edge
Market speculation is a zero-sum game. In order for someone to win, someone else needs to lose. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Ray Dalio on the Benefit of Mistakes Bridgewater founder discusses why every investor should learn from their mistakes Ray Dalio - 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. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Ray Dalio Buys General Electric, Biogen, Walt Disney The guru's top 1st-quarter purchases Ray Dalio,Jim Simons,Paul Tudor Jones,John Paulson - 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: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Bridgewater Associates’ Top 3 New Holdings for the 1st Quarter Ray Dalio’s firm invests in mining, industrial products, offshore drilling Ray Dalio,Jim Simons,Paul Tudor Jones,Ken Fisher - 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). More...

DALIO, BRIDEWATER, BUYS, 1Q, TRADES


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Ray Dalio Releases Article 'Populism: The Phenomenon' Populism is not well understood because, over the past several decades, it has been infrequent in emerging countries Ray Dalio - Ray Dalio Releases Article 'Populism: The Phenomenon'
Ray Dalio (Trades, Portfolio) Steven Kryger Jason Rogers Gardner Davis More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Ray Dalio's Top 10 Holdings Include Giant Apple Company prominent in Buffett and Fisher's portfolios Ray Dalio,Ken Fisher,Warren Buffett - 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%. More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK