I still remember Dalio went almost all in China market

during pandemic, and he also defended his decision around 2024 in his LinkedIn post. Well, I have a lot of respect to both Buffet and Dalio, but personally don't think the retail investors should blindly copy their investment decisions, considering today's market environment and tech dominance, BRK and Bridgewater's scale and size constraints, and especially BRK's cash holdings and opportunity cost.... 

For selling the China's stakes, I guess Dalio won't care much anymore since he'd withdrawn from Bridgewater. 
 

獅山,我下麵幾個星期會很忙,可能出來發言的時間不會多,但還是會跟讀你的文章!謝謝分享!

所有跟帖: 

不客氣,隨便發發,有收獲就好 -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 08/15/2025 postreply 05:16:26

Your posts streamlined my reading and boosted my efficiency, -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (23 bytes) () 08/15/2025 postreply 05:21:07

請您先登陸,再發跟帖!