I still remember Dalio went almost all in China market

来源: 晓炎 于 2025-08-15 04:56:21 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (737 bytes)

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For selling the China's stakes, I guess Dalio won't care much anymore since he'd withdrawn from Bridgewater. 
 

狮山，我下面几个星期会很忙，可能出来发言的时间不会多，但还是会跟读你的文章！谢谢分享！

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