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
$5.96B
AUM Growth
+$921M
(+18%)
Holding
536
Top Buys
| 1 | +$457M | |
| 2 | +$235M | |
| 3 | +$166M | |
| 4 |
Alibaba
BABA
|
+$145M |
| 5 |
iShares MSCI China ETF
MCHI
|
+$125M |
Top Sells
| 1 | +$279M | |
| 2 | +$222M | |
| 3 | +$115M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$110M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$105M |
Sector Composition
| 1 | Consumer Discretionary | 9.21% |
| 2 | Communication Services | 2.72% |
| 3 | Industrials | 2.14% |
| 4 | Technology | 1.45% |
| 5 | Consumer Staples | 1.34% |