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BIG MONEY · COPY-TRADE BACKTEST
If You Copied Bridgewater Associates (Ray Dalio)
Institutional fund · 13F filer
Every position below enters at the close on the disclosure date — the first day this was public — never the underlying trade date. A fund’s 13F only reveals a position once a quarter; the entry used here is the quarter’s report date, and the real public filing can trail that date by up to 45 days — see the caveat below.
See the disclosed holdings this is built fromCopying 74 disclosed buys since Jun 30, equal-weighted, held to 2026-09-06
+4.5%
Copy-trade return · 74 positions
+2.9%
S&P 500, same windows
+1.6%
Vs. index
Positions
| Ticker | Disclosed | Entry | Last | Return | Index, same window |
|---|---|---|---|---|---|
| PCG | Jun 30 | Jun 30 @ $16.82 | Sep 4 @ $14.30 | −15.0% | +2.9% |
| ES | Jun 30 | Jun 30 @ $72.27 | Sep 4 @ $71.05 | −1.7% | +2.9% |
| APP | Jun 30 | Jun 30 @ $515.23 | Sep 4 @ $320.56 | −37.8% | +2.9% |
| ED | Jun 30 | Jun 30 @ $110.63 | Sep 4 @ $107.29 | −3.0% | +2.9% |
| NI | Jun 30 | Jun 30 @ $47.55 | Sep 4 @ $41.39 | −13.0% | +2.9% |
| NOW | Jun 30 | Jun 30 @ $99.28 | Sep 4 @ $141.26 | +42.3% | +2.9% |
| DUK | Jun 30 | Jun 30 @ $126.58 | Sep 4 @ $120.22 | −5.0% | +2.9% |
| HAL | Jun 30 | Jun 30 @ $33.95 | Sep 4 @ $37.07 | +9.2% | +2.9% |
| AR | Jun 30 | Jun 30 @ $35.14 | Sep 4 @ $39.41 | +12.2% | +2.9% |
| NTNX | Jun 30 | Jun 30 @ $50.96 | Sep 4 @ $68.06 | +33.6% | +2.9% |
| APA | Jun 30 | Jun 30 @ $32.57 | Sep 4 @ $42.77 | +31.3% | +2.9% |
| EXE | Jun 30 | Jun 30 @ $91.19 | Sep 4 @ $97.91 | +7.4% | +2.9% |
| RIG | Jun 30 | Jun 30 @ $4.89 | Sep 4 @ $5.85 | +19.6% | +2.9% |
| DLTR | Jun 30 | Jun 30 @ $120.95 | Sep 4 @ $131.42 | +8.7% | +2.9% |
| RBC | Jun 30 | Jun 30 @ $644.06 | Sep 4 @ $488.54 | −24.1% | +2.9% |
| NOV | Jun 30 | Jun 30 @ $18.55 | Sep 4 @ $21.39 | +15.3% | +2.9% |
| ABNB | Jun 30 | Jun 30 @ $143.10 | Sep 4 @ $181.94 | +27.1% | +2.9% |
| URI | Jun 30 | Jun 30 @ $1132.89 | Sep 4 @ $1009.86 | −10.9% | +2.9% |
| V | Jun 30 | Jun 30 @ $343.09 | Sep 4 @ $375.07 | +9.3% | +2.9% |
| PR | Jun 30 | Jun 30 @ $18.41 | Sep 4 @ $23.36 | +26.9% | +2.9% |
| RRX | Jun 30 | Jun 30 @ $238.19 | Sep 4 @ $162.86 | −31.6% | +2.9% |
| SANM | Jun 30 | Jun 30 @ $253.08 | Sep 4 @ $198.47 | −21.6% | +2.9% |
| FORM | Jun 30 | Jun 30 @ $159.93 | Sep 4 @ $103.90 | −35.0% | +2.9% |
| EG | Jun 30 | Jun 30 @ $357.23 | Sep 4 @ $380.87 | +6.6% | +2.9% |
| CVX | Jun 30 | Jun 30 @ $165.76 | Sep 4 @ $208.60 | +25.8% | +2.9% |
| MCHP | Jun 30 | Jun 30 @ $91.20 | Sep 4 @ $74.17 | −18.7% | +2.9% |
| CNC | Jun 30 | Jun 30 @ $64.19 | Sep 4 @ $67.04 | +4.4% | +2.9% |
| PODD | Jun 30 | Jun 30 @ $152.25 | Sep 4 @ $147.48 | −3.1% | +2.9% |
| VAL | Jun 30 | Jun 30 @ $72.60 | Sep 4 @ $86.74 | +19.5% | +2.9% |
| LBRT | Jun 30 | Jun 30 @ $26.19 | Sep 4 @ $20.59 | −21.4% | +2.9% |
| ATI | Jun 30 | Jun 30 @ $197.10 | Sep 4 @ $210.65 | +6.9% | +2.9% |
| SW | Jun 30 | Jun 30 @ $46.26 | Sep 4 @ $45.83 | −0.9% | +2.9% |
| HAS | Jun 30 | Jun 30 @ $82.59 | Sep 4 @ $92.53 | +12.0% | +2.9% |
| FDX | Jun 30 | Jun 30 @ $313.13 | Sep 4 @ $322.52 | +3.0% | +2.9% |
| ETSY | Jun 30 | Jun 30 @ $75.33 | Sep 4 @ $76.51 | +1.6% | +2.9% |
| CTVA | Jun 30 | Jun 30 @ $84.69 | Sep 4 @ $87.86 | +3.7% | +2.9% |
| XP | Jun 30 | Jun 30 @ $16.26 | Sep 4 @ $19.86 | +22.1% | +2.9% |
| WSO | Jun 30 | Jun 30 @ $416.73 | Sep 4 @ $315.13 | −24.4% | +2.9% |
| LMT | Jun 30 | Jun 30 @ $509.46 | Sep 4 @ $525.28 | +3.1% | +2.9% |
| WY | Jun 30 | Jun 30 @ $23.94 | Sep 4 @ $23.02 | −3.8% | +2.9% |
| AVA | Jun 30 | Jun 30 @ $40.91 | Sep 4 @ $37.55 | −8.2% | +2.9% |
| CRWD | Jun 30 | Jun 30 @ $190.79 | Sep 4 @ $213.10 | +11.7% | +2.9% |
| BSX | Jun 30 | Jun 30 @ $42.68 | Sep 4 @ $47.80 | +12.0% | +2.9% |
| ADBE | Jun 30 | Jun 30 @ $205.02 | Sep 4 @ $266.51 | +30.0% | +2.9% |
| LVS | Jun 30 | Jun 30 @ $46.19 | Sep 4 @ $44.37 | −3.9% | +2.9% |
| AVY | Jun 30 | Jun 30 @ $162.35 | Sep 4 @ $175.06 | +7.8% | +2.9% |
| FE | Jun 30 | Jun 30 @ $47.54 | Sep 4 @ $46.77 | −1.6% | +2.9% |
| TTEK | Jun 30 | Jun 30 @ $28.89 | Sep 4 @ $35.91 | +24.3% | +2.9% |
| EQT | Jun 30 | Jun 30 @ $53.17 | Sep 4 @ $55.17 | +3.8% | +2.9% |
| EXC | Jun 30 | Jun 30 @ $46.62 | Sep 4 @ $43.64 | −6.4% | +2.9% |
| KMB | Jun 30 | Jun 30 @ $109.77 | Sep 4 @ $104.96 | −4.4% | +2.9% |
| LDOS | Jun 30 | Jun 30 @ $102.97 | Sep 4 @ $133.05 | +29.2% | +2.9% |
| DT | Jun 30 | Jun 30 @ $43.91 | Sep 4 @ $51.90 | +18.2% | +2.9% |
| AEE | Jun 30 | Jun 30 @ $113.04 | Sep 4 @ $106.47 | −5.8% | +2.9% |
| LITE | Jun 30 | Jun 30 @ $858.06 | Sep 4 @ $881.26 | +2.7% | +2.9% |
| ALB | Jun 30 | Jun 30 @ $135.03 | Sep 4 @ $126.28 | −6.5% | +2.9% |
| HP | Jun 30 | Jun 30 @ $32.74 | Sep 4 @ $44.36 | +35.5% | +2.9% |
| WHD | Jun 30 | Jun 30 @ $51.23 | Sep 4 @ $70.16 | +37.0% | +2.9% |
| YPF | Jun 30 | Jun 30 @ $45.47 | Sep 4 @ $52.62 | +15.7% | +2.9% |
| VRSK | Jun 30 | Jun 30 @ $179.53 | Sep 4 @ $185.79 | +3.5% | +2.9% |
| NOVT | Jun 30 | Jun 30 @ $162.24 | Sep 4 @ $148.36 | −8.6% | +2.9% |
| SYY | Jun 30 | Jun 30 @ $83.58 | Sep 4 @ $80.05 | −4.2% | +2.9% |
| ALGN | Jun 30 | Jun 30 @ $168.66 | Sep 4 @ $158.64 | −5.9% | +2.9% |
| LKQ | Jun 30 | Jun 30 @ $26.33 | Sep 4 @ $25.54 | −3.0% | +2.9% |
| SOLV | Jun 30 | Jun 30 @ $77.15 | Sep 4 @ $91.69 | +18.8% | +2.9% |
| MUSA | Jun 30 | Jun 30 @ $538.87 | Sep 4 @ $511.33 | −5.1% | +2.9% |
| NE | Jun 30 | Jun 30 @ $37.30 | Sep 4 @ $45.61 | +22.3% | +2.9% |
| ENS | Jun 30 | Jun 30 @ $233.82 | Sep 4 @ $181.91 | −22.2% | +2.9% |
| RELY | Jun 30 | Jun 30 @ $22.41 | Sep 4 @ $26.17 | +16.8% | +2.9% |
| MTCH | Jun 30 | Jun 30 @ $38.05 | Sep 4 @ $41.86 | +10.0% | +2.9% |
| TRV | Jun 30 | Jun 30 @ $330.12 | Sep 4 @ $369.35 | +11.9% | +2.9% |
| CHRD | Jun 30 | Jun 30 @ $114.30 | Sep 4 @ $146.39 | +28.1% | +2.9% |
| RPRX | Jun 30 | Jun 30 @ $56.07 | Sep 4 @ $63.96 | +14.1% | +2.9% |
| VSAT | Jun 30 | Jun 30 @ $89.81 | Sep 4 @ $75.32 | −16.1% | +2.9% |
How to read this
- Entry is the close on (or the next trading day after) the disclosure date, never the underlying trade date — the whole point is honesty about when the public could actually act.
- Price return only — dividends are excluded on both sides (the backtest and the index), which understates total return, especially for dividend payers.
- Equal-weighted: every disclosed buy counts the same regardless of the actual dollar size of the trade or position.
- Buys only — disclosed sells are not mirrored or subtracted; this tracks "what if you bought and held," not the entity's actual net position over time.
- For funds, "disclosure date" is the quarter's report date, not the actual 13F filing date — real 13F filings can post up to 45 days after quarter-end, so a stricter forward-honest entry would be later than what's shown here (likely flattering the fund's copy-trade return somewhat).
- Past performance isn't predictive of future results. Not investment advice.