by Ray Dalio · rebalanced yearly
Bridgewater's risk-balanced allocation: heavy in bonds so that stocks, rates, and inflation each carry comparable risk, not comparable dollars.
CAGR 6.9% |
Max Drawdown -21.5% |
Sharpe 0.88 |
| Holding | Weight |
|---|---|
| VTI — US Total Stock Market | 30% |
| TLT — Long-Term Treasuries (20y+) | 40% |
| IEF — Intermediate Treasuries (7-10y) | 15% |
| GLD — Gold | 7.5% |
| DBC — Broad Commodities | 7.5% |