“For new Client relationships, Bridgewater’s standard minimum fee is expected to be $500,000 for its All Weather strategy, $6,000,000 for its Pure Alpha and Pure Alpha Major Markets strategies, and $2,700,000 for Optimal Portfolio,” its ADV states. The investment minimum if $7.5 million, the ADV adds.
- What stocks does Bridgewater own?
- What is Ray Dalio current portfolio?
- Can individuals invest with Bridgewater?
- What stocks are in Warren Buffett’s portfolio?
- How diversified is Bridgewater Associates’ portfolio?
- What percentage of Bridgewater’s portfolio is in hedge funds?
- What are the different companies in Bridgwater?
What stocks does Bridgewater own?
Top 50 Bridgewater Associates Holdings
| Stock | Company Name | % of Portfolio |
|---|---|---|
| SPY | Spdr S&p 500 | 4.62% |
| WMT | Wal-mart Stores Inc | 3.83% |
| PG | Procter And Gamble Co | 3.59% |
| BABA | Alibaba Group Holding Ltd Sp A | 2.67% |
What is Bridgewater Associates investment strategy?
According to Bloomberg, Bridgewater uses an investing system that combines traditional diversification with “wager[s] on or against markets around the world” and attempts to invest in instruments and markets that do not “move in lock step” with each other.
What is Ray Dalio current portfolio?
Ray Dalio’s Stock Holdings Q2 2021:
| Stock | % of Portfolio | % Change |
|---|---|---|
| TGT – Target Corp | 1.39% | 56.54% |
| ABT – Abbott Labs | 1.34% | 65.08% |
| FXI – Ishares China Large-cap Etf | 1.10% | -2% |
| LQD – Ishares Iboxx $ Investment Grade Corporate Bond Etf | 0.93% | -2% |
Can individuals invest with Bridgewater?
The firm does not have any individual clients. It generally requires clients to have a minimum of $7.5 billion of investable assets. Bridgewater has several strategies: Pure Alpha, Pure Alpha Major Markets, All Weather and Optimal Portfolio. The firm has been managing its Pure Alpha strategy since 1991.
Where is Ray Dalio investing?
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Can individuals invest in Bridgewater?
Can individuals invest in Bridgewater Associates?
How much do Bridgewater Associates make?
The average estimated annual salary, including base and bonus, at Bridgewater Associates is $117,541, or $56 per hour, while the estimated median salary is $117,279, or $56 per hour.
What stocks are in Warren Buffett’s portfolio?
Berkshire Hathaway’s portfolio holdings: Where Buffett & Co. are buying/adding
- Chevron (CVX)
- Royalty Pharma (RPRX)
- Floor & Decor Holdings (FND)
- Marsh & McLennan (MMC)
- AbbVie (ABBV), Bristol-Myers Squibb (BMY), Merck (MRK) and Organon (OGN)
- Charter Communications (CHTR)
- Learn more:
How diversified is Bridgewater Associates’ portfolio?
Bridgewater Associates’ portfolio seems to be following closely Mr. Dalio’s diversification principle, numbering 636 individual equities. Its top 10 holdings account for 35.7% of the total capital invested, including Mr. Dalio’s highest conviction picks.
Where did the information about Bridgewater Associates LP holdings come from?
Bridgewater Associates LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bridgewater Associates LP 13F filings. Link to 13F filings: SEC filings
What percentage of Bridgewater’s portfolio is in hedge funds?
Bridgewater Associates is a hedge fund with 103 clients and discretionary assets under management (AUM) of $235,612,089,890 (Form ADV from 2020-05-29). Their last reported 13F filing for Q3 2020 included $8,314,872,000 in managed 13F securities and a top 10 holdings concentration of 53.54%.
What are the different companies in Bridgwater?
BRIDGEWATER ALL WEATHER PORTFOLIO TRADING II, LTD. BRIDGEWATER ALL WEATHER PORTFOLIO IV, LTD. BRIDGEWATER IMPLEMENTATION FUND III, LTD. BRIDGEWATER INTERNATIONAL INFLATION-LINKED BOND FUND TRADING COMPANY, LTD.
