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' 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...
Gurus Invest in Top Biotechnology Stocks Graham’s Lost Formula unearths biotech gem; many guru buys occur
Throughout the first quarter, many gurus have increased their positions in top-performing biotechnology stocks, suggesting that the biotechnology sector contains some hot opportunities to increase portfolio returns. One of the hottest biotech stocks, United Therapeutics Corp. (NASDAQ:UTHR), is currently owned by seven gurus. Additionally, four gurus increased their position in United Therapeutics, one of eight biotechnology stocks listed on the Ben Graham’s Lost Formula I Screener. 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...
Ray Dalio's 5 Biggest 2nd-Quarter New Stock Buys Dalio bought Johnson & Johnson, CVS and more
Ray Dalio (Trades, Portfolio) manages the $150 billion Westport, Connecticut-based hedge fund Bridgewater Associates, the largest hedge fund firm in the world. The equity portfolio at Bridgewater has a total value of only $7.98 billion. According to filings disclosed Thursday, Dalio added 139 new positions to it in the second quarter. Read more...
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Commentaries and Stories

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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...

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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...

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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...

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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


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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...

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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...

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Ray Dalio Steps Down as Co-CEO of Bridgewater Dalio announces management changes Ray Dalio - 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: More...

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Ray Dalio Expands ETF Empire in 4th Quarter Guru adds to 4 global exchange-traded funds and trims 2 other ETFs Ray Dalio,Chris Davis, Warren Buffett - 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. More...

RAY DALIO, CHRIS DAVIS, WARREN BUFFETT


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Achieve Market Mastery Through Fallibilism and Perspectivism Don't be late to the game Ray Dalio, George Soros - Achieve Market Mastery Through Fallibilism And Perspectivism
Macro Ops is dedicated to one thing: mastering the markets. More...

PSYCHOLOGY, MENTAL MODELS


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Ray Dalio's Best Investments of 2016 Vale SA gained 300.4% Ray Dalio - 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. More...

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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 Ray Dalio,Warren Buffett - 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. More...

ECONOMIC THEORY


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Trading Lessons From the Great Ray Dalio Guru is one of the most original thinkers living today Ray Dalio - Trading Lessons From The Great Ray Dalio
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. More...

TRADING WISDOM


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9 Stocks Ray Dalio Continues to Buy Holdings the guru increased in the 2nd and 3rd quarters Ray Dalio - 9 Stocks Ray Dalio Continues To Buy
Ray Dalio (Trades, Portfolio) founded his Connecticut-based hedge fund, Bridgewater Associates, in 1975. In both the second quarter and third quarter, the guru increased his position in the following stocks: More...

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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 - Ray Dalio Sees First Above-Ground Digital Currency Company As Wave Of Future
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. More...

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Data Show Same ETF Indexes Luring Value Gurus and All Large Funds Regardless of Approach Two groups in rare agreement Ray Dalio - Data Show Same ETF Indexes Luring Value Gurus And All Large Funds Regardless Of Approach
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. More...

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Ray Dalio Increases Long-Held Bet on Out-of-Favor Emerging Markets as Category Improves Long-held category beginning to turn around Ray Dalio - Ray Dalio Increases Long-Held Bet On Out-of-Favor Emerging Markets As Category Improves
Known for founding the world’s largest hedge fund, the $150 billion Bridgewater Associates, Ray Dalio (Trades, Portfolio) has allocated ever more of its portfolio to emerging markets in the recent quarter as the category sees improvement over the past months. More...

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Warren Buffett Buys Airlines While Ray Dalio Sells Out Two titans go opposite directions Warren Buffett,Ray Dalio - Warren Buffett Buys Airlines While Ray Dalio Sells Out
Warren Buffett (Trades, Portfolio) caused a stir in the past month when he softened his previous negativity about airlines and bought shares of three. Ray Dalio (Trades, Portfolio), founder of the world’s largest hedge fund Bridgewater Associates, went the opposite direction from Buffett and sold out of the entire sector. More...

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What Trump Means for Markets Consensus is often wrong, and reality tends to be more nuanced Ray Dalio,Stanley Druckenmiller - What Trump Means For Markets
It’s interesting how quickly the consensus around what a Donald Trump presidency means for markets went from “it would be an unequivocal disaster” to “his policies will bring forth a new and lasting economic expansion.” More...

MACRO


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Ray Dalio Raises Apple, Intel in 3rd Quarter A rundown of the investor's largest trades of the last quarter Ray Dalio,First Eagle Investment,Jim Simons,Caxton - Ray Dalio Raises Apple, Intel In 3rd Quarter
Ray Dalio (Trades, Portfolio) founded Greenwich, Connecticut-based hedge fund Bridgewater Associates in 1975. Now it has more than $165 billion under management. During the third quarter the guru’s largest trades were as follows: More...

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Ray Dalio: Reflections on the Trump Presidency, One Week After the Election Bridgewater founder expects shift in markets that could persist for a decade Ray Dalio - Ray Dalio: Reflections On The Trump Presidency, One Week After The Election
Before and immediately after it was clear that Donald Trump had been elected, the markets (especially the stock market) had negative votes on the man (thinking he might be irresponsible), while after he got elected, the markets reacted to the man’s policies—so the correlations reversed. That shift was due to the changing complexion of market participants—those who drove the markets after his election were largely those who kept their powder dry until they saw the outcome and chose to process (and bet on) the policies themselves. As for us, we chose not to bet on whether or not he would be elected and/or whether or not he would be prudent because we didn’t have an edge in predicting these things. We try to improve our odds of being right by knowing when not to bet, which was the case. More...

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