• Home
  • Politics
  • Economy
  • Business
  • Markets
  • Opinion
  • Resources
Wednesday, February 8, 2023
  • Login
No Result
View All Result
WallStreetPro
  • Home
  • Politics
  • Economy
  • Business
  • Markets
  • Opinion
  • Resources
  • Home
  • Politics
  • Economy
  • Business
  • Markets
  • Opinion
  • Resources
No Result
View All Result
WallStreetPro
No Result
View All Result
Home Blogs

Ray Dalio: This is His Current Investment Portfolio

February 20, 2022
in Blogs, Markets
Reading Time: 2 mins read
0
Ray Dalio: This is His Current Investment Portfolio
7
SHARES
122
VIEWS
Share on FacebookShare on Twitter

Ray Dalio has founded Bridgewater Associates in 1975. Since 2005, it is considered one of the world’s largest hedge funds. As of 2022 his hedge fund has 105 clients with over $223 billion in total assets under management (AUM).

Ray Dalio is currently ranked the 36th richest person in the world according to Forbes with a net worth of approximately $20 billion.

Bridgewater’s Pure Alpha strategy has generated approximately 12% in annualized returns since its founding in December 1991.

Below is the current Ray Dalio portfolio in 2022. This is a breakdown of his Bridgewater Associates Holdings portfolio top 25 positions of capital allocations from his fund’s 13F filings as of the 4th quarter after his 2022 update of positions held as of December 31, 2021.

Please note that positions under the top 25 of capital in his portfolio are not listed here. Top 10 holdings are a concentration of 35.59% of assets under management.

This is Ray Dalio’s portfolio sector allocations going into 2022 based on individual stock holdings:

Consumer Staples 25.77%
Financials 24.64%
Consumer Discretionary 17.05%
Healthcare 16.15%
Communication Services 4.93%
Materials 4.42%
Industrials 2.78%
Information Technology 2.25%
Real Estate 0.31%

Below are the top 25 Bridgewater Associates holdings in this primary portfolio with $17,202,270,000 in invested securities under management as of the beginning of 2022:

  1. SPY FINANCE 5.20%
  2. PG CONSUMER STAPLES 4.93%
  3. VWO FINANCE 4.83%
  4. PEP CONSUMER STAPLES 3.08%
  5. JNJ HEALTH CARE 3.08%
  6. COST CONSUMER STAPLES 3.02%
  7. KO CONSUMER STAPLES 2.99%
  8. BABA COMMUNICATIONS 2.95%
  9. IEMG FINANCE 2.89%
  10. MCD CONSUMER DISCRETIONARY 2.61%
  11. EEM FINANCE 2.53%
  12. IVV FINANCE 2.42%
  13. WMT CONSUMER STAPLES 2.38%
  14. GLD MATERIALS 2.27%
  15. ABT HEALTH CARE 1.79%
  16. SBUX CONSUMER DISCRETIONARY 1.74%
  17. TGT CONSUMER DISCRETIONARY 1.41%
  18. EL CONSUMER STAPLES 1.10%
  19. JD CONSUMER DISCRETIONARY 1.08%
  20. CL CONSUMER STAPLES 0.94%
  21. PDD CONSUMER DISCRETIONARY 0.90%
  22. ISRG HEALTH CARE 0.84%
  23. LQD FINANCE 0.74%
  24. IAU MATERIALS 0.74%
  25. DG CONSUMER DISCRETIONARY 0.67%
Tags: investingMarket StoriesMoneyStocks
Previous Post

ANALYSIS: How much money Bukele lost trading Bitcoin? (Update: Feb 20)

Next Post

Japan’s largest bank abandons blockchain payment project

Next Post
Japan’s largest bank abandons blockchain payment project

Japan's largest bank abandons blockchain payment project

Discussion about this post

Recommended

SPAC Mania: NBA star launches a $200 million SPAC!

1 year ago
Whaf if Tether, the most popular crypto stablecoin, is not fully backed?

Whaf if Tether, the most popular crypto stablecoin, is not fully backed?

8 months ago

Popular News

  • Two decades of Alzheimer’s research was based on deliberate fraud by 2 scientists that has cost billions of dollars and millions of lives

    Two decades of Alzheimer’s research was based on deliberate fraud by 2 scientists that has cost billions of dollars and millions of lives

    18011 shares
    Share 7202 Tweet 4501
  • Elon Musk is set to collect $23bn bonus as Tesla fires 10% of its staff. Is it fair?

    92 shares
    Share 37 Tweet 23
  • Cathie Wood expects Ethereum to increase 7,200% and hit a $20 trillion market cap by 2030

    24 shares
    Share 10 Tweet 6
  • You won the Lottery: What should you do next?

    33 shares
    Share 13 Tweet 8
  • ‘Pharma bro’, released from jail, is starting a web3 crypto company. Ponzi scheme?

    33 shares
    Share 13 Tweet 8
  • About
  • Privacy Policy
  • Disclaimer
  • Contact

© 2022 WallStreetPro - The premier page for finance and markets by WallStreetPro.

No Result
View All Result
  • Home
  • Politics
  • Economy
  • Business
  • Markets
  • Opinion
  • Resources

© 2022 WallStreetPro - The premier page for finance and markets by WallStreetPro.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In