Very interesting views, Ray Dalio has. Note his strong view on holding Gold and he believes large funds and sovereign wealth and other should hold a portion. This view must be catching, and bodes well for precious metals going forward from here.
What is also amazing is that his fund returned 40% in 2010. It is a known fact that as your holdings becomes larger, that it becomes harder and harder to give strong returns, as the large opportunities are just not there. Therefore for his huge fund to return 40%, he is probably making multiples on many of their investments, and the average works out to 40%.
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