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welcome to simple investing secrets in today's video we're going to review billionaire Ray dalio's top 11 stock and ETF picks so before we start please like this video And subscribe to our channel for weekly updates let's get started Bridgewater Associates which was started by Wall Street Legend Ray dalio is one of the most watched hedge funds in the world the firms form adverb from October 10 2022 shows that its total assets are 235.5 billion dollars this year has gone well for dalio with Bridgewater's Flagship pure Alpha 2 fund up 22 percent year-to-date well ahead of the Dow Jones Industrial Average which is down 7.7 as of November 2022 while dalio may be on his way out he has announced that he will step down as Bridgewater's leader though he will remain an investor the hedge fund still carries significant weight on Wall Street and all eyes are on his every investment move what's under the hood for dalio and Bridgewater with their recent U.S Securities and Exchange Commission form 13f update let's take a look at dalio's top 11 stock and ETF picks number 11.
Proctor and Gamble company ticker PG Bridgewater sold off 131 715 shares of the Blue Chip consumer goods company in the third quarter PNG the owner of favorite household Brands like Pampers tide and bounty has seen its stock Slide by 5.5 percent over the past three months and is down 11.2 percent on a year-to-date basis through November 2022.
on October 20th 2022 PNG released its most recent quarterly results beating expectations with core earnings per share of 1.57 cents in sales that increased by 1.3 to 20.6 billion dollars exceeding the analyst consensus of 20.3 billion dollars consumer goods companies like Proctor and Gamble make good defensive Investments when the market is volatile and uncertain Bridgewater currently owns 6.6 million shares of PG stock valued at about 835 million dollars number 10.
Johnson and Johnson ticker jnj in recent years the global Blue Chip company that makes Pharmaceuticals and Healthcare products has been one of Bridgewater's most important Holdings dalio first started loading up on Johnson and Johnson during the initial U.S covid-19 outbreak in the first quarter of 2020.
as the pandemic has abated and Americans are pulling back on covid-19 vaccines J and J's Revenue growth has slowed as well as of September 30th 2022 Jay and Jay saw a 1.9 increase in quarterly Revenue year over year Jay and Jay's plan to spin off its consumer business into a new public company by late 2023 was considered a bullish catalyst that Rosy expectation hasn't translated into a robust stock price as jnj stock has risen a tepid 1.4 percent this year as of November 2022 at the moment Bridgewater owns 4.7 million jnj shares worth 769.8 million dollars comparatively 4.3 million shares were traded in the second quarter number nine PepsiCo Incorporated ticker pep dalio rarely puts all of his eggs in one basket when it comes to PepsiCo and Coca-Cola company KO two of the world's largest beverage and consumer food product companies similar to Coca-Cola pep stock price has recently Fallen the stock has dropped 1.1 percent over the past three months but it has recovered by 4.8 percent as of November 2022 which is a welcome development in an otherwise Slugger stock market pep has increased overall by 2.7 year-to-date as of November 2022 however things might be improving in its most recent quarter pepsico's sales went up by 8.8 percent and its net income was 2.7 billion dollars approximately 4 million pep shares worth 656.5 million dollars are held by Bridgewater number eight Coca-Cola company ticker KO Coca-Cola is another blue chip stock that is a consumer staple and a great defensive play in a tough Market Coca-Cola recently reported an increase of 10 percent in net sales and a net income of 2.8 billion both of which are better than Q2 in the most recent quarter Coca-Cola reported 10 net revenue growth and 2.8 billion dollars in net income both upgrades over Q2 Coca-Cola has also been a top long-term holding a fellow billionaire in Berkshire Hathaway Incorporated CEO Warren Buffett putting dalio in Good Company Bridgewater holds roughly 11.47 million shares of ko stock worth about 642 million dollars number seven I shares core msci Emerging Markets ETF ticker iemg dalio Bridgewater stake in iemg in the third quarter selling 408 000 shares this is another step in Bridgewater's trend of pulling out of some of its Chinese Investments which got stronger in the second quarter dalio had sold some of his larger Chinese market positions dumping all of the shares of Chinese stocks Alibaba group holding jd.com Incorporated Billy Billy Incorporated and netease Incorporated the exchange traded fund ETF iemg which invests in Emerging Markets only has about 25 percent of its Assets in China currently Bridgewater holds 14.9 million shares of the fund down from 15.3 million in Q2 leaving Bridgewater stake in iemg at about 640 million dollars down from 751 million dollars in the second quarter number six I shares core S P 500 ETF ticker ivv the ashares core S P 500 ETF is a low turnover decent dividend paying s p fund that tracks the S P 500 it's a lot like the spdr S and P 500 ETF trust spy which is also a benchmark stock market index this gives dalio two large stock ETFs that give them more ways to invest in the s p 500.
dalio was treading water with ivv in Q3 adding 61 000 shares a three percent quarterly increase after raising his stake by 51 percent in the second quarter Bridgewater now owns 1.76 million shares of the ivv fund worth about 631 million dollars number five Costco Wholesale Corporation ticker cost alio seemed to be rewarded by Costco in the first half of 2022 for his belief in the big box consumer Market Costco is a huge membership warehouse store in the most recent quarter Bridgewater cut some of its cost allocations because cost fell victim to the same weaker consumer sentiment that most retailers will face in 2022 this is even though cost stock has gone up 15.3 percent over the past month heading into the holiday season after going down 5.2 over the past three months in May 2022 Costco reported fiscal third quarter same-store sales growth of 10.8 percent however dalio sold 11 554 shares from Bridgewater's cost stake in the period that ended in September 2022.
The Firm now holds about 1.2 million shares of cost stock worth around 566.5 million dollars number four Vanguard emerging market stock Index Fund ticker vwo another popular fund that invests in stocks from Emerging Markets is the Vanguard emerging market stock index fund which is an ETF like ivv complement spy and Bridgewater's portfolio vwo is a way for dalio to diversify his funds bet on emerging market economies such as China Taiwan and Brazil vwo is heavily exposed to geopolitical risks in East Asia Chinese and Taiwanese stocks make up roughly 40 percent of the fund's Holdings Bridgewater continued its recent shedding of vwo in the third quarter selling 667 600 of its shares but the firm still holds 14.8 million shares worth 539 million dollars number three Walmart Incorporated ticker WMT Walmart has been strong while other retail Giants have been struggling in recent months Walmart is up 13.9 percent for the past month and up 6.6 percent over the past three months through November 2022 which indicates it will have staying power right through the holidays Walmart typically performs well in hard times as its low price low discount mindset appeals to Shoppers in both good and bad economies even though inflation is still a problem for people on Main Street the company had a good third quarter profit and proposed a 20 billion dollars buyback plan for dalio wmt's resilience isn't a signal to buy it's just the opposite as Bridgewater sold 668 000 shares in the past quarter leaving about 4 million shares with a Share value of 523 million dollars number two spdrs and P 500 ETF trust ticker spy dalio sold off 380 000 shares of spy in Q3 knocking the fund's percentage of Holdings from 2.95 to 2.65 percent does this mean that dalio is changing his prediction that the U.S stock market will recover strongly despite High inflation and Rising interest rates yes and no Apple Incorporated Microsoft Corporation and amazon.com Incorporated are among the top Holdings of the S P 500 which is weighted by market capitalization dalio likes these companies and wants to put a big chunk of Bridgewater's fund portfolio into them but if necessary dalio will sell off spy shares in Q2 Bridgewater owned more than 1.8 million spy ETF shares but in Q3 it reduced that number to 1.5 million valued at about 523 million dollars number one CVS Health ticker CVS Ray dalio's hedge fund Bridgewater Associates made a relatively large bet on CBS Health stock in the second quarter you're most likely familiar with this company's gigantic chain of retail pharmacies and health clinics it's CVS less visible business segments that have allowed it to more than triple its dividend payout over the past decade in 2018 CVS Health acquired Aetna a leading health benefits manager that collects insurance premiums from around 35 million members the conglomerate also runs a pharmacy benefits management business that is the best in its field and has about 110 million members at the moment combining businesses that manage benefits with those that give out those benefits has led to unexpected profits since acquiring Aetna in 2018 CVS has been able to repay 22.5 billion dollars worth of debt that it took on to buy Aetna CVS Health stock offers a 2.4 percent dividend yield at the moment that could climb sharply in the years to come over the past 12 months just 18 of the 15.9 billion dollars in free cash flow generated by operations was needed to meet the company's dividend commitment investors seeking a steadily growing stream of passive income should follow dalio's lead and add this stock to their portfolios this concludes our video on billionaire Ray dalio's 11 top stock and ETF picks which of these stocks would you like to add to your Investment Portfolio let us know in the comments below please don't forget to like this video And subscribe to our channel for weekly updates on the best stocks to buy and Cutting Edge investment strategies for Building Wealth thanks for watching and happy investing
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