Dalio's Advice to New Investors: Diversify and Favor Adopters Over Creators Amid Uncertainty

Ray Dalio says new investors should have a diversified portfolio amid economic and geopolitical uncertainty.
He recommends investing in companies adopting new technologies rather than those creating them.
Dalio sees Singapore as an "exciting region" given its role as a hub amid world order changes.
When choosing where to invest, Dalio looks at a country's finances, civility, and stance in international conflicts.
He says a common investor mistake is believing past performance means something is a good investment rather than just more expensive.

cnbc.com

Relevant topic timeline:

8/26/2023

Billionaire Ray Dalio says India’s moon landing is another sign of its ‘ascendence’—and predicts stellar growth for its economy

Billionaire Ray Dalio sees India as a promising investment opportunity due to its recent successful moon landing and projected 7% growth rate, describing it as having the right potential and leadership for growth similar to China in the 1980s. Dalio believes Indian prime minister Narendra Modi has the capacity to influence the world order. On the other hand, Dalio has become less optimistic about China and suggests a massive debt restructuring is needed. Other notable figures, such as Tesla CEO Elon Musk and Goldman Sachs, also express confidence in India's economic prospects.

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Dalio: AI Could Enable 3-Day Workweek But Also Risks Widening Inequality Without Reform

The world is on the verge of major disruptions, including the rise of AI, which could lead to a shorter workweek but also widen the wealth gap, warns hedge fund founder Ray Dalio. He calls for policymakers to ensure that the benefits of AI are shared equitably and advocates for bipartisan reforms to address wealth inequality. Dalio advises investors to look beyond technology creators and focus on those using new technologies effectively. He also suggests temporarily holding cash due to uncertainties in the debt market.

9/19/2023

5 Investment Tips: Focus on Stocks in Americas and Japan, Diversify Across Assets, Invest in Disruptive Tech

Billionaire Ray Dalio recommends investors focus on the right geographic markets, diversify their investments, watch out for disruptions, and invest in asset classes creating new technologies, while avoiding bonds.

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Posted 9/18/2023, 2:06:00 AM