In his recent article titled Are We In A Stock Market Bubble?, Ray Dalio has developed a set of criteria to identify bubbles in various markets, including stocks, real estate, and commodities. These criteria include high prices relative to traditional valuation metrics, unsustainable growth expectations, an influx of new and … Read More
Ray Dalio: Beyond the Hype: A Realistic View of 2024 Growth, Inflation, and Interest Rates
In his latest post on Linkedin, Ray Dalio is cautioning against being too optimistic about the economy in 2024. He believes that there are some risks that could lead to a more negative outcome than the market is currently expecting. Here’s an excerpt from the post: The way markets work … Read More
Ray Dalio – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Ray Dalio: Embracing Your Mistakes Makes You a Better Investor
In his book Principles Life and Work, Ray Dalio explains why embracing mistakes are crucial for learning and growth. Most investors often feel bad about them or blame others. This hinders their progress and prevents them from reaching their full potential. Key points on embracing your mistakes include: Mistakes are … Read More
Ray Dalio: Contrarian Strategies Win: Why Underdogs Outperform Market Favourites
During his recent interview with Finimize, Ray Dalio explained why stock returns appear low compared to interest rates, so careful diversification is important. He also discussed why the “best” companies aren’t necessarily the best investments; undervalued “worst” companies can offer better returns. Price matters heavily – like in a horse … Read More
Ray Dalio: Learning From Financial Loss, Humility, And The Jungle
In this interview with Money Maze, Ray Dalio discusses the painful mistake that taught him the importance of not always assuming one is right and highlighted the greatest tragedy of individuals and humanity as a whole—confidently thinking they are right without stress-testing their ideas with the input of intelligent, dissenting … Read More
Ray Dalio: How To Create a Hedge Fund Empire by Focusing on Return Streams
In this interview with Value Investing with Legends, Ray Dalio explains how his approach to investing is to focus on return streams rather than asset classes. He defines a return stream as “a decision rule that would produce return streams.” He then goes on to explain that he can construct … Read More
Ray Dalio: Why Cash Is No Longer Trash
In this interview with Bloomberg, Ray Dalio explains why cash is now a relatively attractive asset class. Here’s an excerpt from the interview: Dalio: So number one is respect what you don’t know and know how to diversify well. Because diversifying allows you to reduce your risk by up to … Read More
Ray Dalio – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Ray Dalio: The 5-Step Formula For Investing Success
In his book, Principles Life and Work, Ray Dalio provides his 5-Step formula for investing success. Here’s an excerpt from the book: So in 1975, after a quick two-year stint on Wall Street after school, I started Bridgewater. Soon after, I got married and began my family. Through this time … Read More
Ray Dalio: 3 Lessons On Making Money In The Stock Market
In his book, Principles Life and Work, Ray Dalio provides three lessons on making money in the stock market. Here’s an excerpt from the book: It was the 1960s. At the time the stock market was booming and everyone was talking about it, especially the people I caddied for. So I … Read More
Ray Dalio – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
5 Book Recommendations From Ray Dalio
Ray Dalio, the billionaire investor and founder of Bridgewater Associates, has written a number of books including “Principles: Life and Work” which outlines his principles for success in life and business. It’s a highly regarded book and offers valuable insights into Dalio’s unique approach to decision-making and problem-solving. In addition … Read More
Ray Dalio: The 4 Quadrant Portfolio For All Environments
During his recent interview with Chris Williamson, Ray Dalio discussed his four quadrant portfolio for all environments. Here’s an excerpt from the interview: Dalio: There are basically two big influences on markets. The growth rate and the inflation rate. Like if you know that growth is going to be faster … Read More
Ray Dalio – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Ray Dalio: If You Mark-To-Market A Lot Of Entities Are In Financial Difficulty
During his recent discussion regarding SVB and what it means for the economy, Ray Dalio explained why if you mark-to-market a lot of entities are in financial difficulty. Here’s an excerpt from the discussion: Dalio: If you look ahead and you say how much money needs to be borrowed by … Read More
Ray Dalio: How To Backtest Your Investments
During his recent interview on the RWH Podcast, Ray Dalio explained how you should backtest your investments. Here’s an excerpt from the interview: Dalio: It’s the same thing, just more so. The average investor, as you point out, is not going to be successful. Like you say Bridgewater has about … Read More
Ray Dalio: Investors Need To Look At Returns Relative To Inflation
During his recent interview with Business Today, Ray Dalio explains why investors need to look at returns relative to inflation. Here’s an excerpt from the interview: Dalio: Over the long run look at your returns relative to inflation. Whichever country you’re in. Whichever currency you’re denominated in, look at the … Read More
Ray Dalio – Top 10 Holdings – Latest 13F
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Ray Dalio: Markets Can Always Be Beaten
During his recent conversation at the LSE Event, Ray Dalio explained why markets can always be beaten. Here’s an excerpt from the conversation: Host: Many economists, as you probably know, argue that over the long-term you can’t beat the markets because all the information is rationally expressed in the price… … Read More