Ray Dalio Portfolio 2023
Ray Dalio
Bridgewater Associates Holdings Strategy: Value Investor, Long Term Investor, Macro InvestorRay Dalio, an American entrepreneur, and hedge fund manager who currently resides in Greenwich with his family. He studied at Long Island University (LIU) as well as Harvard Business. He founded Bridgewater Associates in 1975 which now has become one of the world's most reputable investment firms. He has deployed multiple strategies to generate success and has made many commonly used practices popular. His net worth is $20 billion.
Track Dalio, It's Free!Performance
1 Year
+0.44%
3 Years
-2.52%
5 Years
+15.79%
10 years
+17.93%
Sectors
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Largest Holdings
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Trades
BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF (IEMG)- Sector:
- % of Portfolio: 5.6%
- (Buy) $53.10 ― -6.7% →$49.54 (Now)
BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF (IVV)- Sector:
- % of Portfolio: 5.5%
- (Buy) $325.87 ― +40.3% →$457.10 (Now)
Procter & Gamble Co. (PG)- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 4.3%
- (Buy) $141.71 ― +6.6% →$151.02 (Now)
Coca-Cola Co (KO)- Sector: Soft Drink Manufacturing
- % of Portfolio: 3.1%
- (Buy) $54.93 ― +6.3% →$58.42 (Now)
Costco Wholesale Corp (COST)- Sector: All Other General Merchandise Stores
- % of Portfolio: 2.9%
- (Buy) $412.52 ― +42.8% →$589.08 (Now)
PepsiCo Inc (PEP)- Sector: Soft Drink Manufacturing
- % of Portfolio: 2.7%
- (Buy) $152.17 ― +11.2% →$169.22 (Now)
SSgA Active Trust - SPDR S&P 500 ETF Trust (SPY)- Sector:
- % of Portfolio: 2.7%
- (Buy) $135.47 ― +235.9% →$455.02 (Now)
McDonald`s Corp (MCD)- Sector: Food Service Contractors
- % of Portfolio: 2.5%
- (Buy) $232.76 ― +21.1% →$281.93 (Now)
Walmart Inc (WMT)- Sector: All Other General Merchandise Stores
- % of Portfolio: 2.5%
- (Buy) $140.25 ― +10.3% →$154.67 (Now)
Johnson & Johnson (JNJ)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.4%
- (Buy) $161.26 ― -6.5% →$150.82 (Now)
PDD Holdings Inc - ADR (PDD)- Sector: Electronic Shopping
- % of Portfolio: 1.9%
- (Buy) $68.65 ― +71.1% →$117.44 (Now)
Starbucks Corp. (SBUX)- Sector: Coffee and Tea Manufacturing
- % of Portfolio: 1.5%
- (Buy) $99.81 ― +3.6% →$103.44 (Now)
Vanguard Group, Inc. - Vanguard FTSE Emerging Markets ETF (VWO)- Sector:
- % of Portfolio: 1.4%
- (Buy) $41.90 ― -3.4% →$40.47 (Now)
Alphabet Inc - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 1.3%
- (Buy) $105.73 ― +31.0% →$138.49 (Now)
Visa Inc - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.3%
- (Buy) $210.82 ― +20.3% →$253.72 (Now)
Abbott Laboratories (ABT)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.3%
- (Buy) $115.10 ― -10.8% →$102.70 (Now)
Meta Platforms Inc - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.3%
- (Buy) $191.17 ― +78.6% →$341.49 (Now)
CVS Health Corp (CVS)- Sector: Pharmacies and Drug Stores
- % of Portfolio: 1.2%
- (Buy) $87.08 ― -20.6% →$69.14 (Now)
Mondelez International Inc. - Class A (MDLZ)- Sector: Other Snack Food Manufacturing
- % of Portfolio: 1.0%
- (Buy) $63.37 ― +12.8% →$71.49 (Now)
Chipotle Mexican Grill (CMG)- Sector: Food Service Contractors
- % of Portfolio: 1.0%
- (Buy) $1,432.55 ― +54.9% →$2,218.93 (Now)
Merck & Co Inc (MRK)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.0%
- (Buy) $92.53 ― +9.9% →$101.68 (Now)
Intuitive Surgical Inc (ISRG)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 0.9%
- (Buy) $264.95 ― +19.2% →$315.80 (Now)
Mckesson Corporation (MCK)- Sector: Medical, Dental, and Hospital Equipment and Supplies Merchant Wholesalers
- % of Portfolio: 0.9%
- (Buy) $253.79 ― +80.2% →$457.45 (Now)
BlackRock Institutional Trust Company N.A. - iShares MBS ETF (MBB)- Sector:
- % of Portfolio: 0.8%
- (Buy) $99.83 ― -9.6% →$90.25 (Now)
Colgate-Palmolive Co. (CL)- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 0.8%
- (Buy) $79.56 ― -2.9% →$77.28 (Now)
Monster Beverage Corp. (MNST)- Sector: Soft Drink Manufacturing
- % of Portfolio: 0.7%
- (Buy) $25.75 ― +114.4% →$55.22 (Now)
Booking Holdings Inc (BKNG)- Sector: Tobacco Manufacturing
- % of Portfolio: 0.7%
- (Buy) $2,201.95 ― +42.1% →$3,130.00 (Now)
Stryker Corp. (SYK)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 0.7%
- (Buy) $243.49 ― +20.8% →$294.05 (Now)
BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF (FXI)- Sector:
- % of Portfolio: 0.6%
- (Buy) $35.61 ― -26.2% →$26.29 (Now)
Target Corp (TGT)- Sector: All Other General Merchandise Stores
- % of Portfolio: 0.6%
- (Buy) $184.97 ― -29.4% →$130.50 (Now)
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Average Buy Price |
Current Price |
Position | ||
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Options
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Average Portfolio Company Metrics
- Market Cap: $153 Billion
- Dividend Yield 1.77 %
- Beta 0.7748
- P/E Ratio 31.24
- Negative P/E Ratio -13.42
- Profit Margin 16.09%
- PEG 1256.51
- Price to Sales Ratio 4.42
- Price to Book Ratio 1.85
- Enterprise Value to EBIT: 20.9
- Enterprise Value to Revenue 4.57
- Total Debt to Enterprise Value 0.18
- Debt to Equity -9.1636
- Quarterly Earnings Growth (YoY) -
- Return on Equity -162.34%
- Return on Assets 9.80%
- Return on Invested Capital 18.45%
About Ray Dalio
Ray Dalio, an American entrepreneur, and hedge fund manager who currently resides in Greenwich with his family. He studied at Long Island University (LIU) as well as Harvard Business. He founded Bridgewater Associates in 1975 which now has become one of the world's most reputable investment firms. He has deployed multiple strategies to generate success and has made many commonly used practices popular. His net worth is $20 billion.
Track Dalio
Don't miss a trade. Get notified when Ray Dalio makes his next trade, It's Free!