Ray Dalio

Ray Dalio

13F
Bridgewater Associates
Last update 2024-08-14 877 Stocks (281 new)
Value $19.15 Bil Turnover 14 %
Countries:
Portfolio Report

Ray Dalio Profile

Ray Dalio is Founder, Co-Chairman and Co-Chief Investment Officer of Bridgewater Associates. The guru started Bridgewater out of his two-bedroom apartment in New York in 1975. Under his leadership, the firm has grown into the fifth most important private company in the US according to Fortune Magazine. For his and Bridgewater's industry-changing innovations as well as his work advising policymakers around the world, Ray has been called the “Steve Jobs of Investing” by aiCIO Magazine and Wired Magazine, and named one of the 100 Most Influential People by TIME Magazine.
Dalio is also the author of The New York Times #1 Bestseller "Principles," which outlines his work and life principles, the foundation of Bridgewater's distinctive culture and the cornerstone of his and Bridgewater’s success. Ray and Bridgewater also recently published "Principles for Navigating Big Debt Crises," the first public dissemination of their research on these economic events, which enabled them to anticipate the 2008 Financial Crisis.

Ray Dalio Investing Philosophy

Dalio built Bridgewater using a principled-based approach, applying standard ways to deal with situations that occur over and over. With the goal of creating an idea meritocracy, he wrote a set of principles that became the framework for the firm's management philosophy. Chief among them is employing radical truth and radical transparency — encouraging open and honest dialogue and allowing the best thinking to prevail. His principles were captured in a TED Talk and published in a bestselling book in 2017.
As a global macro-investment manager, Bridgewater takes a diversified approach spanning more than 150 different markets. With deep expertise in portfolio construction and risk management, the firm develops insights and design strategies to deliver value to its clients through any economic environment.
Ray Dalio Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
2,101,534
1150022.450
+0.22%
6.000
+0.01%
-
+12.66%
+25.86%
566366.659
 
IEMG
iShares Core MSCI Emerging Markets ETF
18,662,013
998977.560
-0.01%
5.220
0%
-
+6.40%
+10.38%
82500.131
 
GOOGL
Alphabet Inc
4,540,271
827010.360
-15.43%
4.320
-0.63%
0.040
+10.22%
+27.99%
2191536.940
Interactive Media
NVDA
NVIDIA Corp
6,556,193
809952.080
-6.95%
4.230
-0.22%
0.030
+40.66%
+198.19%
3621856.953
Semiconductors
PG
Procter & Gamble Co
3,595,067
592898.450
-12.46%
3.100
-0.42%
0.150
-1.30%
+17.26%
394964.050
Consumer Packaged Goods
AMZN
Amazon.com Inc
2,645,567
511255.820
+152.47%
2.670
+1.61%
0.030
+25.56%
+37.01%
2189014.997
Retail - Cyclical
MSFT
Microsoft Corp
1,090,347
487330.590
+88.14%
2.540
+1.19%
0.010
+5.17%
+13.03%
3141534.522
Software
META
Meta Platforms Inc
962,410
485266.370
-3.18%
2.530
-0.08%
0.040
+15.75%
+67.00%
1487782.074
Interactive Media
JNJ
Johnson & Johnson
3,204,305
468341.220
+12.70%
2.450
+0.28%
0.130
-2.12%
+1.63%
374313.138
Drug Manufacturers
WMT
Walmart Inc
6,515,350
441154.350
-5.38%
2.300
-0.11%
0.080
+25.73%
+63.00%
681884.847
Retail - Defensive

Ray Dalio's Historical Top Holdings Breakdowns

Ray Dalio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMZN
Amazon.com Inc2024-06-30Add
+1.61%
â—Ź
173.67 ($183.7) 197.85
$208.18
13.33%
Add 152.47%
2,645,567
1,597,676
AAPL
Apple Inc2024-06-30Reduce
-1.19%
â—Ź
165 ($186.49) 216.67
$226.96
21.70%
Reduce -74.52%
469,324
-1,372,830
MSFT
Microsoft Corp2024-06-30Add
+1.19%
â—Ź
389.33 ($422.32) 452.85
$422.54
0.05%
Add 88.14%
1,090,347
510,822
LLY
Eli Lilly and Co2024-06-30Reduce
-0.72%
â—Ź
724.87 ($799.92) 909.04
$831.54
3.95%
Reduce -65.86%
95,737
-184,649
GOOGL
Alphabet Inc2024-06-30Reduce
-0.63%
â—Ź
150.53 ($168.57) 185.41
$178.35
5.80%
Reduce -15.43%
4,540,271
-828,582
CMCSA
Comcast Corp2024-06-30Reduce
-0.50%
â—Ź
36.9 ($39.13) 42.28
$43.91
12.22%
Reduce -56.53%
1,744,075
-2,268,300
CVS
CVS Health Corp2024-06-30Reduce
-0.49%
â—Ź
53.63 ($62.55) 79.56
$55.54
-11.21%
Reduce -49.34%
1,243,566
-1,211,051
XOM
Exxon Mobil Corp2024-06-30Add
+0.48%
â—Ź
108.36 ($116.47) 122.2
$121.11
3.98%
Add 521.4%
941,178
789,716
CCJ
Cameco Corp2024-06-30Add
+0.44%
â—Ź
45.63 ($50.7) 55.51
$52.54
3.63%
Add 495.98%
2,067,777
1,720,824
PG
Procter & Gamble Co2024-06-30Reduce
-0.42%
â—Ź
155.33 ($163.48) 168.56
$167.71
2.59%
Reduce -12.46%
3,595,067
-511,662

Ray Dalio Total Holding History ($B)

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Ray Dalio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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