Ray Dalio Portfolio

Bridgewater Associates Holdings

Ray Dalio, an American entrepreneur, and hedge fund manager who currently resides in Greenwich with his family. He studied at Long Island University (LIU) as well as Harvard Business. He founded Bridgewater Associates in 1975 which now has become one of the world's most reputable investment firms. He has deployed multiple strategies to generate success and has made many commonly used practices popular. His net worth is $20 billion.
Ray Dalio's investment strategy showcases a diversified approach, prominently featuring both ETFs and individual stocks. Leading his portfolio is the iShares Core S&P 500 ETF from BlackRock Institutional Trust Company N.A., representing 5.9% of his investments, indicating a strong belief in the growth potential of large-cap U.S. equities. Following closely, the iShares Core MSCI Emerging Markets ETF holds a 5.2% stake, reflecting Dalio's strategic allocation towards emerging market opportunities for enhanced growth prospects. On the individual stock front, Procter & Gamble Co. emerges as a prominent holding, accounting for 4.1% of the portfolio, showcasing his confidence in stable consumer goods companies. Further diversification is evident with Costco Wholesale Corp and Coca-Cola Co making up 2.7% and 2.6% of his investments, respectively. These selections underscore an investment philosophy geared towards combining steady performers with broad market exposures, aligning well with investors seeking balanced growth avenues.

$18.5 Billion Total portoflio value
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Ray Dalio FAQ

He founded the hedge fund firm Bridgewater Associates in Westport, Connecticut in 1975.

He is 74 years old. He was born on August 8th, 1949 in Jackson Heights, Queens, New York City.

The data is from SEC form 13F. Investment managers who manage a portfolio of at least $100 million have to disclose their equity holdings each quarter.

He wrote serval books. One of his most famous books is “Principles: Life and Work”.

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