Here Are 7 Out Of Favor Stocks In Bridgewater’s Portfolio

in INVESTING IDEAS by

Here are the stocks in Ray Dalio’s portfolio which have traded lower over the last month. Investors may want to take a closer look at the names below.


Bridgewater’s Recent Price Pull-Back Stocks

To find stocks in the firm’s portfolio that may be unpopular at the moment and trading at cheap valuations, I ranked the firm’s holdings by price pullbacks. The ranking table below lists the stocks in Bridgewater’s portfolio by stock price performance over the last 30 days.

Bridgewater Recent Price Pull-Back Stocks
Ticker Name Price 1-mo Ago Current Price % Change 1-mo
PBR PETROLEO BRASILEIRO SA PETRO $16.16 $9.82 -39.3%
CPB CAMPBELL SOUP CO $40.68 $35.13 -13.7%
PCG PG&E CORP $43.32 $39.39 -9.1%
XEC CIMAREX ENERGY CO $98.38 $89.77 -8.7%
CELG CELGENE CORP $84.54 $77.40 -8.4%
CNQ CANADIAN NAT RES LTD $35.99 $32.98 -8.4%
BNS BANK N S HALIFAX $62.57 $58.05 -7.2%

Petróleo Brasileiro S.A. – Petrobras (NYSE: PBR) stock price has fallen by -39.3% over the last month. It may be worth taking a closer look at the stock, especially after this recent decline.

The next largest stock decline in Ray Dalio’s portfolio is Campbell Soup Company (NYSE: CPB) which has seen its share price fall by -13.7% over the last month. Other notable holdings with a recent pull-back include PG&E Corporation (NYSE: PCG), Cimarex Energy Co (NYSE: XEC), Celgene Corporation (NASDAQ: CELG), Canadian Natural Resources Limited (NYSE: CNQ) and Bank of Nova Scotia (NYSE: BNS).


Why Follow Ray Dalio’s Portfolio?

If you’re reading this post, you’re probably well aware of the investing prowess of Raymond Dalio. The billionaire investor, hedge fund manager, and philanthropist founded one of the largest hedge funds on Wall Street. You may have also heard of Dalio’s Principles which is a 123-page manifesto giving readers a glimpse into the billionaire’s philosophies about living life and managing people and organizations.

Principles is a required read for all Bridgewater employees which hints at how core he believes these guidelines are to their investment strategy and resulting performance. Dalio clearly has what it takes to succeed and currently manages more than $10 billion in assets.

Managers with more than $100 million in qualifying assets under management are required to disclose their holdings to the SEC each quarter via 13F filings. Qualifying assets include long positions in U.S. equities and ADRs, call/put options, and convertible debt securities. Shorts, cash positions, foreign investments and other assets are not included. It is important to note that these filings are due 45 days after the quarter end date. Therefore, Bridgewater’s holdings above represent positions held as of March 31st and not necessarily reflective of the fund’s current stock holdings.

However, most can agree that with thousands of stocks traded on U.S. exchanges, doing thorough research on each one is nearly impossible for smaller investors. Leveraging the resources of the largest hedge funds on Wall Street can be a powerful way to narrow down the list.

The ideas section of finbox.io tracks top investors and trending investment themes. You can get the latest data on the holdings discussed above at the Bridgewater page.

As of this writing, I did not hold a position in any of the aforementioned securities and this is not a buy or sell recommendation on any security mentioned.

Expertise: financial technology, analyzing market trends. Brian is a founder at finbox.io, where he’s focused on building tools that make it faster and easier for investors to research stock fundamentals. Brian’s background is in physics & computer science and previously worked as a software engineer at GE Healthcare. He enjoys applying his expertise in technology to help find market trends that impact investors. Brian can be reached at brian@finbox.io or at +1 (516) 778-6257.

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