Fund

Bridgewater Portfolio

Bridgewater Associates · Hedge fund founded by Ray DalioSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: IVV 9.2%, VOO 1.3%, NEM 1.0%, STX 0.8%, VWO 0.7% and 885 more (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+28.0%$1,000 → $1,280

Nov 15, 2024Nov 12, 2026

Max drawdown−19.6%Worst drop from a highVolatilityMediumHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/14

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,687+$287 (+12.0%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

4 stocks · filed 8/14

SPY69.2%
NVDA13.5%
GOOGL8.7%
AVGO8.7%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/14

08/14

Bought SPY, bought IVV

Holdings as of 6/30, filed 8/14

Bought SPY 16.3%
Bought IVV 9.2%
Bought NVDA 3.2%
Bought GOOGL 2.0%
Bought AVGO 2.0%

and 288 more