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
$10.9B
AUM Growth
+$2.1B
(+24%)
Holding
410
Top Buys
| 1 | +$721M | |
| 2 | +$274M | |
| 3 | +$140M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$92.2M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$79.3M |
Top Sells
| 1 | +$66.7M | |
| 2 | +$25.5M | |
| 3 | +$16.7M | |
| 4 |
Walt Disney
DIS
|
+$14.7M |
| 5 |
IPG
Interpublic Group of Companies
IPG
|
+$14.6M |
Sector Composition
| 1 | Consumer Discretionary | 2.42% |
| 2 | Energy | 2.05% |
| 3 | Technology | 1.4% |
| 4 | Healthcare | 1.37% |
| 5 | Financials | 1.14% |