저자: 미상 · 외국인
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레이 달리오가 보유한 상위 종목(P&G, 존슨앤드존슨, 펩시, 코카콜라, iShares MSCI 신흥국 ETF)을 소개하는 영상으로, 대상 자산에 대한 명확한 미래 가격 예측은 없음. 영상은 달리오의 원칙 기반 투자 철학과 방산·소비재 등 안정적 종목 선호를 설명하는 데 초점을 둠. P&G: 약 500만 주 보유(약 7.57억 달러 규모), 2023년 연초 대비 S&P500 대비 부진, 4분기 매출 0.9%·순이익 6.9% 감소 언급. 장기 안정성과 배당을 근거로 보유 지속 관점. 존슨앤드존슨: 2020년 초 매수 시작, 4분기 매출 4.4% 감소, 소비자 사업 분사 계획을 잠재적 호재로 언급. 달리오가 4분기 114만 주 매도 후에도 356만 주(약 6.3억 달러) 보유. 펩시: 2020년 1분기부터 보유, 4분기 지분 약 24% 축소. 연간 주당 배당 4.60달러, 2023년 연초 대비 -2.9%. 현재 높은 밸류에이션에도 장기 보유 관점. 코카콜라: 오랜 장기 보유 종목. 4분기 매출 7% 성장, 글로벌 단위 판매량 1% 감소. 약 840만 주(약 5.36억 달러) 보유, 장기 성장주로 평가. iShares MSCI 신흥국 ETF(IEMG): 800여 개 기업, 연 보수 0.14%, 중국 비중 약 28%. 4분기 347,293주 매도 후에도 약 1,450만 주(약 6.8억 달러) 보유, 신흥국 장기 성장 기회 노림. 영상 말미에는 투자 위험과 자가 조사, 재무 상담의 필요성을 강조하는 일반적 면책 문구가 포함됨.
다듬은 글
hello and welcome back to our Channel where we discuss all things finance and investing today we'll be talking about Ray dalio one of the world's most successful investors and founder of Bridgewater Associates he is known for his unique investment strategies and principles that have helped him achieve extraordinary success in the world of Finance one of the most interesting aspects of Ray dalio's investment philosophy is that he's not afraid to think outside the box when it comes to choosing his Investments he believes in a concept called principles-based investing which means that he has a set of principles that guide his investment decisions instead of focusing on the usual suspects he often looks for Investments that are off the beaten path in this video we'll be discussing the top five stocks that Ray dalio holds in his portfolio so before we get started please like comment and subscribe to stay updated on our future videos now without further Ado let's take a look at them let's start with the top 5 stocks on the list PNG PNG is a global consumer goods company with a long history of success producing iconic Brands like Gillette Head and Shoulders Olay and Tide over the years PNG has consistently delivered strong financial results for its shareholders and it's no surprise that Ray dalio holds about 5 million shares of PG stock worth 757.1 million dollars PNG is also an attractive option for long-term investors because of its consistent dividend payments PG shares have significantly underperformed the S P 500 so far in 2023 generating a year-to-date total return of negative 8.9 percent through February 16th Proctor reported a 0.9 percent drop in revenue and a 6.9 percent drop in net earnings in the fourth quarter dalio's decision to hold shares of Proctor and Gamble company is likely based on his belief that the company has a strong competitive advantage and a long-term track record of stability and profitability with its strong financials and potential for future growth it's no surprise that Ray dalio has chosen to invest in PNG next up we have Johnson and Johnson jnj James is an American multinational pharmaceutical medical devices and consumer packaged Goods manufacturer it is one of the world's most valuable companies and is the largest Healthcare company in the world with its Diversified business jnj is a great investment which is why Ray dalio chose to invest in it dalio first started loading up on Johnson and Johnson during the initial U.S covid-19 outbreak in the first quarter of 2020.
jnj has been around for more than 130 years and is known for its long-term performance and steady dividend payments Johnson and Johnson's Revenue declined 4.4 percent in the fourth quarter but the company's plan to spin off its consumer business into a new public company in 2023 could serve as a bullish catalyst Bridgewater trimmed its exposure to Johnson and Johnson significantly in the fourth quarter selling more than 1.14 million shares however the firm still owns 3.56 million shares of jnj stock worth more than 630 million dollars overall Johnson and Johnson is a solid company and is a great pick for investors who are looking for steady returns and consistent dividend payments Ray dalio's decision to invest in this stock is further Testament to its long-term potential the third stock on the list is Pepsi Ray dalio holds a significant stake in PepsiCo Inc pep an American multinational food snack and beverage Corporation the company owns several well-known Brands such as lays Gatorade Tropicana and Quaker Oats like other defensive stocks PepsiCo shares have lagged the S P 500 so far in 2023 generating a year-to-date total loss of 2.9 percent through February 16th in addition PepsiCo pays a regular dividend of 4.60 per share annually which makes it an attractive pick for dividends seeking investors dalio has owned PepsiCo shares since the first quarter of 2020 but he reduced his stake by about 24 percent in the fourth quarter Ray dalio believes that PepsiCo is well positioned to capitalize on global consumption Trends and has held this stock for a long time he values companies like PepsiCo that are stable generates consistent cash flow pay dividends and have the potential for long-term capital appreciation as a result he continues to view Pepe favorably despite its current High valuation levels compared to its peers Bridgewater still holds roughly 3.02 million shares of Pep stock worth more than 545.6 million dollars he expects it to remain one of his top Holdings going forward due to its consistent performance over the years Ray dalio understands that investing in stocks with solid fundamentals will help him build a successful portfolio over the long term and he certainly sees PepsiCo as one of those stocks next up we have Coca-Cola Ray dalio has long been an investor in the iconic Coca-Cola Co he has held the stock for many years citing the company's long-term success as one of the reasons for its inclusion in his portfolio Coca-Cola is a classic example of a steady growth stock with excellent potential for long-term profits in the fourth quarter Coca-Cola reported seven percent Revenue growth but a one percent drop in global unit case volume Coca-Cola has also been a top long-term holding of fellow billionaire and Berkshire Hathaway CEO Warren Buffett putting dalio in Good Company Bridgewater holds roughly 8.4 million shares of Coast stock worth more than 535.6 million dollars the company is known for its strong focus on Innovation with a number of new product launches in recent years this includes the launch of Coke Zero sugar which has quickly become a major hit with consumers around the world the company has also a range of healthier options such as Diet Coke and Coke life Coca-Cola is a safe bet for any investor looking to take advantage of the company's long-term success and Ray dalio's decision to hold onto the stock speaks volumes about his fate and its long-term potential the first on the list is iemg among the many investments in Ray dalio's portfolio the ishares core msci Emerging Markets ETF iemg stands out this exchange traded fund ETF offers exposure to some of the largest and most liquid stocks in Emerging Markets including China India Mexico Brazil and South Korea this ETF includes more than 800 companies and has an annual expense ratio of 0.14 percent making it one of the most cost effective ways to gain exposure to the high growth potential of Emerging Markets dalio appears to be taking a more Diversified approach to China via the iemg fund an Emerging Market ETF that is only around 28 percent exposed to China after selling 347 293 shares in the fourth quarter dalio now holds more than 14.5 million shares of the iemg fund worth about 679.6 million dollars by investing in iemg Ray dalio is positioning himself to benefit from long-term growth opportunities across different countries and that's it for our rundown of the top five stocks that Ray dalio is currently holding in his portfolio as one of the most successful investors in the world it's always interesting to see where he's placing his bets from Procter and Gamble to ishare's core msci Emerging Markets ETF these stocks all have the potential to deliver strong returns for investors over the long term but as always it's important to remember that investing comes with risks and there's no guarantee of success so if you're considering investing in any of these stocks make sure to do your own research and consult with a financial advisor to determine if they're right for your portfolio however taking inspiration from successful investors like Ray dalio can be a valuable starting point for building a strong Investment Portfolio thank you for watching and if you enjoyed this video be sure to like And subscribe for more content like this in the future
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