Ray Dalio Bridgewater Associates
AUM
$25.5B
1-Year Est. Return
29.73%
Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.
This Fund
S&P 500
1 Year Est. Return
+29.73%
AUM
$7.98B
AUM Growth
+$77.2M
(+0.98%)
Holding
392
Top Buys
| 1 | +$94.7M | |
| 2 | +$19.3M | |
| 3 | +$18.9M | |
| 4 |
SPLS
Staples Inc
SPLS
|
+$18.3M |
| 5 |
Johnson & Johnson
JNJ
|
+$15.7M |
Top Sells
| 1 | +$170M | |
| 2 | +$161M | |
| 3 | +$23.6M | |
| 4 |
VMW
VMware, Inc
VMW
|
+$23.3M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$21.2M |
Sector Composition
| 1 | Materials | 3.64% |
| 2 | Energy | 3.29% |
| 3 | Technology | 3.08% |
| 4 | Consumer Discretionary | 3.06% |
| 5 | Healthcare | 3.03% |