Ray Dalio based Bridgewater Associates in 1975 and grew it into one of many world’s largest hedge funds by 2005.
Bridgewater’s Pure Alpha technique has generated roughly 12% annualized returns since its founding in December 1991.
As of 2022 his hedge fund has 105 purchasers with over $235 billion in whole belongings below administration.
Ray Dalio Portfolio Allocation 2022
Listed here are Ray Dalio’s portfolio sector allocations going into the second half of 2022 primarily based on particular person inventory holdings as of June 30, 2022 primarily based on the 13f replace:
Client Staples 25.07%
Financials 20.85%
Healthcare 16.65%
Client Discretionary 14.5%
Info Expertise 4.78%
Communication Companies 3.81%
Supplies 3.43%
Vitality 3.24%
Industrials 2.96%
Utilities and Telecommunications 2.31%
Actual Property 1.71%
Transports 0.64%
Ray Dalio Portfolio Holdings
Beneath is the present Ray Dalio particular person inventory portfolio in 2022 as of the 2nd quarter. This can be a breakdown of his Bridgewater Associates Holdings portfolio prime 25 positions of capital allocations from his fund’s 13F filings. (Positions below the highest 25 of capital in his portfolio are usually not listed right here).
High 10 holdings are a focus of 29.41% of belongings below administration.
Place rank by measurement/Ticker Image/Sector/Portfolio Proportion[1]
- PG CONSUMER STAPLES 4.11%
- JNJ HEALTH CARE 3.26%
- IEMG FINANCE 3.18%
- SPY FINANCE 2.95%
- KO CONSUMER STAPLES 2.88%
- IVV FINANCE 2.73%
- VWO FINANCE 2.72%
- PEP CONSUMER STAPLES 2.69%
- COST CONSUMER STAPLES 2.46%
- WMT CONSUMER STAPLES 2.42%
- MCD CONSUMER DISCRETIONARY 2.17%
- ABT HEALTH CARE 1.29%
- PDD CONSUMER DISCRETIONARY 1.26%
- CVS CONSUMER STAPLES 1.24%
- SBUX CONSUMER DISCRETIONARY 1.05%
- MDT HEALTH CARE 0.95%
- TGT CONSUMER DISCRETIONARY 0.93%
- GLD MATERIALS 0.93%
- CL CONSUMER STAPLES 0.78%
- BIDU COMMUNICATIONS 0.72%
- XOM ENERGY 0.69%
- PFE HEALTH CARE 0.67%
- BRK.B FINANCE 0.66%
- EL CONSUMER STAPLES 0.66%
- DG CONSUMER DISCRETIONARY 0.66%
Present Ray Dalio Web Price 2022
Ray Dalio is ranked the 71st richest particular person on the earth in accordance with Forbes with a web price of roughly $22 billion.
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Picture created by Holly Burns
