Ray Dalio’s All Weather Portfolio–How Investor’s Should Setup their Portfolio
By Investment Moats • September 17, 2012
The manager of the current most successful hedge fund in the world, this week provided a video interview at the Council on Foreign Relations.
In the video, he went through quite a fair bit of things but they can be grouped as follows:
What is leveraging and deleveraging
What happens when leveraging is loopsided
Europe’s problems. How can they be dealt
Can money printing takes place forever?
Why he is weary of another Hitler rising
Looking into where the print money is going
Why he believes its deflation first followed by inflation in the long run
How should portfolio allocation be carried out?
Why I recommend watching this video is that Mr Dalio was able to relate the things that transpired in a clear manner that would benefit investors. Most folks like Faber, Jim Rogers are ultra bears but this is a guy who manages a hugely successful hedge fund ......
The manager of the current most successful hedge fund in the world, this week provided a video interview at the Council on Foreign Relations.
In the video, he went through quite a fair bit of things but they can be grouped as follows:
