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Ray Dalio13F | |
| Bridgewater Associates | |
| Last update 2025-02-13 | 691 Stocks (82 new) |
| Value $21.81 Bil | Turnover 40 % |
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.
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.
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 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 8,232,049 | 4,824,639.3 | +883.56% | 22.120 | +19.87% | 0.790 | -9.81% | -6.44% | 568,495.4 | ||
IVV | iShares Core S&P 500 ETF | 2,039,343 | 1,200,520.4 | -8.25% | 5.500 | -0.60% | 0.210 | -9.82% | -6.41% | 561,133.0 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 17,659,209 | 922,163.9 | -0.68% | 4.230 | -0.04% | 1.190 | +1.12% | +3.31% | 83,124.3 | ||
GOOGL | Alphabet Inc | 3,621,308 | 685,513.6 | -17.31% | 3.140 | -0.71% | 0.030 | -20.35% | -15.76% | 1,953,661.6 | Interactive Media | |
NVDA | NVIDIA Corp | 3,497,362 | 469,660.7 | -26.44% | 2.150 | -0.86% | 0.010 | -25.37% | -20.74% | 2,596,892.0 | Semiconductors | |
META | Meta Platforms Inc | 621,088 | 363,653.2 | -22.58% | 1.670 | -0.59% | 0.020 | -17.59% | -8.86% | 1,345,910.3 | Interactive Media | |
MSFT | Microsoft Corp | 667,036 | 281,155.7 | -23.34% | 1.290 | -0.49% | 0.010 | -12.61% | -7.93% | 2,879,181.3 | Software | |
VST | Vistra Corp | 1,773,499 | 244,512.3 | +58.88% | 1.120 | +0.42% | 0.520 | -34.88% | -9.74% | 42,257.7 | Utilities - Independent Power Producers | |
AMD | Advanced Micro Devices Inc | 1,797,655 | 217,138.8 | +22.78% | 1.000 | +0.19% | 0.110 | -23.10% | -21.79% | 153,479.1 | Semiconductors | |
CEG | Constellation Energy Corp | 946,244 | 211,684.3 | +23.23% | 0.970 | +0.18% | 0.300 | -37.12% | -2.34% | 68,323.4 | Utilities - Independent Power Producers |
Ray Dalio's Historical Top Holdings Breakdowns
Ray Dalio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Add | +19.87% | 567.8 ($589.49) 607.81 | $546.69 | -7.26% | Add 883.56% | 8,232,049 | 7,395,084 | |
PG | Procter & Gamble Co | 2024-12-31 | Reduce | -1.14% | 161.05 ($170.27) 179.7 | $159.53 | -6.31% | Reduce -72.55% | 439,606 | -1,161,762 | |
WMT | Walmart Inc | 2024-12-31 | Reduce | -0.94% | 79.1 ($86.86) 95.7 | $95.84 | 10.34% | Reduce -72.6% | 779,487 | -2,064,838 | |
JNJ | Johnson & Johnson | 2024-12-31 | Reduce | -0.86% | 143.34 ($154.85) 165.86 | $154.93 | 0.05% | Reduce -63.41% | 537,937 | -932,184 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce | -0.86% | 118.85 ($138.16) 148.88 | $106.43 | -22.97% | Reduce -26.44% | 3,497,362 | -1,256,909 | |
GOOGL | Alphabet Inc | 2024-12-31 | Reduce | -0.71% | 161.86 ($175.1) 196.66 | $159.28 | -9.03% | Reduce -17.31% | 3,621,308 | -758,029 | |
AMAT | Applied Materials Inc | 2024-12-31 | Reduce | -0.64% | 161.44 ($180.98) 213.89 | $150.17 | -17.02% | Reduce -97.15% | 16,548 | -564,369 | |
KO | Coca-Cola Co | 2024-12-31 | Reduce | -0.62% | 61.74 ($65.17) 71.01 | $72.52 | 11.28% | Reduce -68.52% | 702,287 | -1,528,387 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Reduce | -0.60% | 570.51 ($592.23) 610.83 | $549.22 | -7.26% | Reduce -8.25% | 2,039,343 | -183,491 | |
META | Meta Platforms Inc | 2024-12-31 | Reduce | -0.59% | 554.08 ($587.14) 632.68 | $533.15 | -9.20% | Reduce -22.58% | 621,088 | -181,114 |
Ray Dalio Total Holding History ($B)
Ray Dalio's Asset Allocation
Ray Dalio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ray Dalio's Hypothetical Growth since 2024-12-31
Ray Dalio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Ray Dalio's Holdings Heat Map
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Ray Dalio's Holdings Bubble Chart
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