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 demonstrates a diversified portfolio, showing preference for stable, large-cap companies and broad market exposure. His top five stock investments emphasize his risk-aware approach to asset allocation:
1. iShares Core S&P 500 ETF (BlackRock Institutional Trust Company N.A.), capturing the performance of leading U.S. companies, constitutes 6.0% of Dalio's portfolio, indicating reliance on the American equities as foundational assets.
2. The iShares Core MSCI Emerging Markets ETF (also by BlackRock), reflecting growth potential in developing economies, makes up 5.2%, highlighting Dalio's strategic positioning for global diversification and growth opportunities.
3. Consumer goods giant Procter & Gamble Co., representing resilience with its extensive product lineup, comprises 4.0% of the portfolio, revealing a focus on non-cyclical sectors likely to offer consistent returns across market cycles.
4. Retail powerhouse Costco Wholesale Corp claims a stake of 2.8%, signaling an investment philosophy that values retail sector leaders renowned for delivering value and efficiency.
5. Coca-Cola Co., holding 2.6% of the investment pool, underscores a theme of investing in well-established firms known for brand strength and consumer loyalty.
By strategically selecting these stocks, Ray Dalio's portfolio highlights investments intended for long-term profitability, financial robustness, and geographical balance, catering to those seeking insights into building a fortified and growth-oriented investment portfoliо.
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”.
