저자: 미상 · 외국인
요약 보기
레이 달리오의 투자 방식과 올웨더 포트폴리오를 소개하고, 그가 투자한 것으로 소개된 종목·ETF 목록을 나열하는 콘텐츠다. 영상은 달리오가 브리지워터 어소시에이츠 공동 설립자이며 올웨더 포트폴리오(성장·침체·인플레이션·디플레이션 4개 축에 위험 균형 배분)를 사용한다고 설명한다. 달리오의 13F 보고서를 근거로 헬스케어, 금융, 원자재, 통신 등 섹터에 투자했다고 언급하며 인플레이션과 지정학적 갈등이 주식시장에 부담이라는 그의 우려를 전한다. 초보자에게는 ETF 활용을 권하며, 신흥시장 ETF(VWO, IEMG, EEM), S&P500 ETF(SPY)를 소개한다. 개별 종목으로는 P&G, 알리바바, 존슨앤드존슨, 코카콜라, 펩시, 코스트코 등을 언급하고, 대형주로 버크셔해서웨이·비자, 성장주로 화이자·에어비앤비, 저PER주로 포드·타이슨푸즈·다우·인텔, 고배당주로 AT&T·IBM·크래프트하인즈를 나열한다. 마지막으로 달리오의 투자 성향을 높이 평가하며 장기 투자 관점을 강조하고, 시청자에게 투자 참여 의향을 묻는다. 대상 자산에 대한 1~3개월 방향 예측 발언은 없다.
다듬은 글
investing in the stock market or directly in various companies was a dream that very few people had dared to realize in the past either because they believed that doing so required inordinate amounts of capital or because they did not have the knowledge to do so but these barriers have remained in place in recent years all this is due to certain financial strategies which have made it possible to fragment shares of large companies thanks to these fragments not only do you have the opportunity to make profits even if they are lower than those made by other partners in the company but we can also learn from moves that investments like ray dalio have made however there are certain questions that cannot remain anonymous how did ray dalio become the billionaire he is today what were the sectors in which he placed his trust and most importantly in which companies has he invested his capital in this video we will answer your questions and tell you a characteristic detail of these companies and how you can invest in them without having to look them up one by one although there are some people who surely prefer to invest individually in all these options we will introduce you to one of these dividend earning strategies which has already yielded several favorable results for some people if you want to know more about it and these companies then we encourage you to subscribe to the channel here we talk about finance investments and other topics that have to do with the global economy so if you are interested press the red bell next to the title and join the group that said let's take a look at some of ray dalio's concerns known as one of the world's most followed entrepreneurs and investors ray dalio is one of the founders and current co-head of the investment division of bridgewater associates thanks to the knowledge he gained from his mba the entrepreneur decided to set up the company from his flat that was several years ago and today he is considered one of the most stable millionaires in the world all this thanks to two things that the man changed and perfected over time the first is his investment strategy which focuses mainly on investing in long-term trades those amounts are high but this is due to the incredible knowledge he possesses and his panoramic view of global macroeconomics secondly we can find an investment strategy that the entrepreneur himself introduces and follows regardless of global economic conditions this system is known as the all-weather portfolio and a lot of work was done on the concepts of risk and capital all in order to establish a permanent and stable investment portfolio regardless of the weather the strategy was designed for a future in which we do not know what will happen to the stock markets and focuses on four themes that are of utmost importance to rey growth recession inflation and deflation for him it is important to determine the amounts according to these four asset classes and at the same time to take into account the risk parity in each of them with the same split in this way the investor has been able to preserve most of his fortune even in situations that have hit most of his fellow entrepreneurs hard all thanks to a portfolio that is able to behave with stability and fluidity even in times of market downturns and speaking of downturns thanks to the 13f report filled with the securities and exchange commission many entrepreneurs including dalio have been informed of the value of the hedge fund portfolio because of the figures presented in that document the investment guru has expressed concern about the clear impact the stock market is taking due to inflation and internal and external conflicts in certain countries from his point of view these are some of the strongest factors that are causing the global economic problem and that is why since the first quarter of the year he has decided to invest in sectors such as health care financials commodities communications and more while we are aware that rey can afford to open new investments whenever he wants not all of us have the same opportunities to do so that is why in this block we will talk a little more about a certain investment tool that has proved to be a success to emulate the steps of millionaires like ray dalio for those who don't know etfs or exchange traded funds are investment instruments based on the principle of collectivity to group together a series of companies in a single investment and share fund one of their main advantages is that portfolios of liabilities can be diversified without the need to buy individual parts of a company in addition this type of investment has the liquidity to buy or sell assets on the stock exchange even if they have been obtained through an etf in general this has become one of the most researched and executed investment methods in recent months and that is why in the following vlog we will tell you the right companies and etfs where you can invest to enter the rey dalio all-weather portfolio system of course before we continue with the topic we would like to thank you for your attention and for having reached the halfway point of the video your comments and visits are always welcome but if you want to help the channel even more just leave your like within each published content this helps youtube discover our videos and recommend them to more users on the platform if that thumbs up is ready let's move on although some people want to invest in one or two companies to get started and get used to the activity they don't know which companies they can start with and which ones will bring them the most profit in the long run that's why we decided to bring you the list that investing pro plus published about some of the companies that ray dalio has his investments in remember although it may be attractive to enter a percentage of investment in all of them the best thing to do especially if you are just starting out is to choose two or three and start with them when you get used to holding those investments you can then increase your portfolio with other stocks or an exchange-traded fund don't forget that if you want to have an all-weather portfolio you have to think of these investments as long-term products now let's look at some of the companies in which ray dalio has invested his assets vanguard ftsc emerging markets indexed fund shares etf nyse index vwo proctor and gamble nyse index pg that's right the company that sells consumer products and goods is one of the companies in which dalio has invested the most i share's core msci emerging markets etf nyse index iemg i shares mcsi emerging markets etf nysc index eem as you can see some etfs were added to the list as these funds hold several businesses where rey has his money spdr snp 500 nysc index spy chinese tech giant alibaba nyse index b-a-b-a today alibaba is known as one of the most successful conglomerates with the most subsidiaries in existence so it's a good place to start investing johnson and johnson nyse index jnj coca-cola nyse index ko the kola giant also makes the list which automatically tells us that there are still plenty of people who enjoy the beverage while they eat pepsico nasdaq index pep cosco wholesale nasdaq index cost one of the world's largest retail chains makes the list and stands out completely it's the only such brand on dalio's list of top investments although we have already seen some of the most relevant companies in which ray dalio has invested his capital there are still the rankings that investors like to include in their portfolios as there are several blocks that can be found in this section we will focus only on the most successful companies in each of these sections we start with the large caps and here we can see that the crowding glory is berkshire hathaway nyse index brka followed by johnson and johnson another company that stands out in appearance is visa nyse index v moving on to those companies that have experienced notable growth in recent months we have pfizer nyse index pfe and airbnb if you are looking for companies and stocks that are often undervalued by other investors but have returned a certain brand of value you might consider investigating the growth of alibaba group and general electric nyse index ge scrolling through the stocks with a low p e ratio we can see that the largest on the list is ford motor nyse index f followed by prepared foods company tyson foods nyse index tsn and giants dow inc and intel nasdaq index intc finally if we look at stocks that are experiencing high dividend growth we can see that companies like atnt international business machines nyse index ibm and craft heinz nasdaq index khc are some of the best performers in these months these are some of the companies that we can see in ray dalio's portfolio in terms of investments and although not all of them are doing as well as they would like we must bear in mind that if we are looking for a similar objective to the billionaire's all-weather portfolio we have to overcome doubts we must build and hold these stocks that we have already achieved as long as there is still a positive outlook albeit in the future and with this commentary we end today's video although ray dalio is not as rich as other tycoons we have seen on the channel we must recognize that his investment portfolio is one of the most varied and solid you can find given that the billionaire values risk allocation some of his moves are possibly bold but in several cases they have given him the results he expected and more looking at the way he invests we ask would you dare to move your cash into equities as he does would you take those risks even though you know you stand to lose considerable amounts and into which sectors would you inject your assets leave your answers to the questions in the comments box and don't forget to support us with your suggestions for new material to upload to the channel we thank you for sticking around until the end of the video and we extend the invitation to subscribe and leave your like see you next time
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