Ray Dalio Portfolio

Ray Dalio Portfolio

Bridgewater Associates

Ray Dalio is a prominent American investor, hedge fund manager, and philanthropist best known as the founder of Bridgewater Associates, one of the world's largest and most successful hedge funds.

1-Year Performance
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5-Year Performance
0 %
10-Year Performance
0 %

Portfolio Value
2023

$17.1 billion

Sector Allocation

Consumer Staples
26.5%
Other
19%
Healthercare
18.8%
Consumer Discretionary
12.4%
Technology
11.5%
Finance
5.5%
Industrials
2.2%
Energy
1.9%
Materials
1.3%

Who is Ray Dalio?

Ray Dalio's combination of investment prowess, philosophical insights, and philanthropic efforts has made him one of the most influential figures in the world of finance and beyond.

  1. Bridgewater Associates: Founded in 1975 out of his two-bedroom apartment, Bridgewater Associates grew under Dalio's leadership to manage, at its peak, over $160 billion in assets. The firm is known for its unique culture, which emphasizes radical transparency and idea meritocracy.

  2. Investment Philosophy: Dalio is credited with developing a strategy known as “risk parity,” which attempts to allocate capital based on the underlying risk of various asset classes, rather than just their expected returns. His macroeconomic perspectives and “All Weather” investment strategy have been influential in the world of finance.

  3. “Principles”: Dalio has codified his life and business principles in a book titled “Principles: Life and Work.” This book, published in 2017, outlines his philosophies on life, management, and decision-making and provides insight into the unique culture he fostered at Bridgewater.

  4. Economic Theories: Beyond his work at Bridgewater, Dalio has shared his views on economic cycles extensively, especially his theory on the “long-term debt cycle.” He's produced various writings and videos explaining these concepts, aimed at both expert and general audiences.

  5. Philanthropy: Dalio, along with his wife, Barbara, is actively involved in philanthropic activities, particularly in education, ocean exploration and awareness, and mental health. Through their family foundation, the Dalios have donated hundreds of millions of dollars to various causes.

  6. Public Persona: Dalio frequently shares his insights on economic matters, societal issues, and life principles in various public forums, including social media, public speaking engagements, and television appearances.

Average metrics in portfolio 2023

Market Cap
$130 Billion
Dividend Yield
1.81%
P/E Ratio
39.45
Profitable Companies
75
PEG
450.68

Total Returns

DEBT TO EQUITY
0.6981
PROFIT MARGIN
11.69%
Return on Equity
16.85%
Return on Assets
7.51%
Return on Invested Capital
16.22%

Top 3 Biggest Holdings

Top 3 Latest Trades

Top 3 Biggest Losses

Top 3 Biggest Wins

Latest Guru Publications

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