Zerodha Varsity analyzes Ray Dalio's All Weather portfolio strategy
1 report, 1 independent
Updated Fri 00:00
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What happened
Zerodha Varsity analyzed Ray Dalio's All Weather portfolio, which spreads investments across equities, government securities, and gold. The analysis compared this strategy against a traditional 60:40 portfolio and an all-equity Nifty 500 total returns index portfolio. Over the period from February 2011 to September 2026, the All Weather portfolio delivered an average annual return of 9.9%.
From livemint.com
Why it matters
The comparison highlights the trade-off between portfolio risk and return for Indian investors. While the All Weather portfolio showed lower volatility and smaller losses during market downturns, it generated a lower average annual return compared to both the 60:40 portfolio and the Nifty 500 TRI portfolio.
From livemint.com
Who's involved
- Ray DalioSubject of the portfolio strategy analysis
- ZerodhaIndian financial services company that conducted the educational analysis
- Bridgewater AssociatesAsset management firm founded by Ray Dalio