Ray Dalio Portfolio

Ray Dalio is a famous founder of Bridgewater Associates – hedge fund with more than $140 billion under management. Bridgewater was founded in 1975. In 2005 Bridgewater became the world’s largest hedge fund. Total returns Bridgewater Associates clients are believed to average 10.4% since 1991.

Ray Dalio’s hedge fund Bridgewater Associates had a total portfolio value of $19.15 billion as of Q2 2024, invested across 877 stocks. Here are some key details about his current portfolio:

Top 10 Holdings

  1. iShares Core S&P 500 ETF (IVV)
  2. iShares Core MSCI Emerging Markets ETF (IEMG)
  3. Alphabet Inc (GOOGL)
  4. NVIDIA Corp (NVDA)
  5. Procter & Gamble Co (PG)
  6. Microsoft Corp (MSFT) – Increased by 0.2% in Q2 2024
  7. Amazon.com Inc (AMZN) – Added 0.2% in Q2 2024
  8. UnitedHealth Group Inc (UNH) – Sold 0.0% in Q2 2024
  9. Johnson & Johnson (JNJ) – Sold 15.4% in Q2 2024
  10. Exxon Mobil Corp (XOM) – Sold 7.0% in Q2 2024

Notable Q2 2024 Trades

  • Increased stake in Microsoft (MSFT) by 0.2%
  • Added 0.2% to Amazon (AMZN) position
  • Sold 15.4% of Johnson & Johnson (JNJ)
  • Reduced Exxon Mobil (XOM) by 7.0%

Portfolio Breakdown

  • Bridgewater’s portfolio spans over 150 different markets
  • Top sectors include technology, healthcare, consumer staples, and energy
  • Utilizes a global macro strategy with a diversified approach

Ray Dalio’s investing philosophy emphasizes principles like radical open-mindedness, diversification, and riding long-term trends. His “All-Weather Portfolio” is designed to perform well in all economic environments.