Current Ray Dalio Portfolio 2020

Current Ray Dalio Portfolio 2020

Ray Dalio  founded the Hedge Fund Bridgewater Associates in 1975. He grew it into one of the world’s largest hedge fund by 2005. As of 2020 it has over $235.6 billion in total assets under management. Ray Dalio is the 109th richest person in the world according to Forbes with a net worth of approximately $16.9 billion. 

Bridgewater’s Pure Alpha strategy has generated a 12% annualized return since its beginning in December 1991.

Below is the current Current Ray Dalio Portfolio in 2020 after his Q3 update. This is a breakdown of his Bridgewater Associates Holdings portfolio positions from his fund’s 13F filings as of the 3nd quarter of 2020 for positions greater than 0.1% of the total portfolio (Positions at or under 0.1% of capital in his portfolio have been excluded).

Position/Portfolio percentage 

SPDR S&P 500 ETF Trust 16.5%

Vanguard FTSE Emerging Markets ETF 6.9%

Alibaba Group Holding Ltd. Sponsored ADR 3.3%

iShares Core S&P 500 ETF 2.6%

iShares MSCI Emerging Markets ETF 2.4%

Walmart Inc. 2.3%

iShares Core MSCI Emerging Markets ETF 2.1%

Vanguard FTSE Developed Markets ETF 1.9%

Procter & Gamble Company 1.9%

iShares MSCI EAFE ETF 1.9%

iShares China Large-Cap ETF 1.9%

Pinduoduo, Inc. Sponsored ADR Class A 1.8% $63.87

iShares Core MSCI EAFE ETF 1.7%

iShares iBoxx Investment Grade Corporate Bond ETF 1.7%, Inc. Sponsored ADR Class A 1.5%

iShares MSCI China ETF 1.5%

Coca-Cola Company 1.2%

Johnson & Johnson 1.1%

PepsiCo, Inc. 1.1%

Baidu, Inc. Sponsored ADR Class A 1.0%

Costco Wholesale Corporation 0.9%

McDonald’s Corporation 0.8%

NetEase, Inc. Sponsored ADR 0.8%

NIO Inc. Sponsored ADR Class A 0.8%

Starbucks Corporation 0.6%

New Oriental Education & Technology Group, Inc. Sponsored ADR 0.5%

Abbott Laboratories 0.5%

TAL Education Group Sponsored ADR Class A 0.5%

Estee Lauder Companies Inc. Class A 0.5%

Target Corporation 0.5%

Mondelez International, Inc. Class A 0.4%

Danaher Corporation 0.4%

Yum China Holdings, Inc. 0.4%

Colgate-Palmolive Company 0.4% Group Ltd. Sponsored ADR 0.4%

Snap, Inc. Class A 0.3%

ZTO Express (Cayman) Inc. Sponsored ADR Class A 0.3%

Dollar General Corporation 0.3%

Vipshop Holdings Ltd Sponsored ADR 0.3%

Tesla Inc 0.3%

Workday, Inc. Class A 0.3%

CVS Health Corporation 0.3%

Kimberly-Clark Corporation 0.3%

GDS Holdings Ltd. Sponsored ADR Class A 0.3%

Monster Beverage Corporation 0.3%

United Parcel Service, Inc. Class B 0.2%

Stryker Corporation 0.2%

Intuitive Surgical, Inc. 0.2%

Constellation Brands, Inc. Class A 0.2%

Huazhu Group Ltd. Sponsored ADR 0.2%

Bilibili, Inc. Sponsored ADR Class Z 0.2%

Kraft Heinz Company 0.2%

Autohome, Inc. Sponsored ADR Class A 0.2%

Veeva Systems Inc Class A 0.2%

Tencent Music Entertainment Group Sponsored ADR Class A 0.2%

Chipotle Mexican Grill, Inc. 0.2%

Brown-Forman Corporation Class B 0.2%

General Mills, Inc. 0.2%

Sysco Corporation 0.2%

Becton, Dickinson and Company 0.2%

Walgreens Boots Alliance Inc 0.2%

Yum! Brands, Inc. 0.2%

Hershey Company 0.2%

Zai Lab Ltd. Unsponsored ADR 0.2%

RingCentral, Inc. Class A 0.2%