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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 2026-10-21
+4.2%
Copy-trade return · 74 positions
+3.6%
S&P 500, same windows
+0.6%
Vs. index
Positions
| Ticker | Disclosed | Entry | Last | Return | Index, same window |
|---|---|---|---|---|---|
| PCG | Jun 30 | Jun 30 @ $16.82 | Oct 21 @ $13.19 | −21.6% | +3.6% |
| ES | Jun 30 | Jun 30 @ $72.27 | Oct 21 @ $65.55 | −9.3% | +3.6% |
| APP | Jun 30 | Jun 30 @ $515.23 | Oct 21 @ $265.71 | −48.4% | +3.6% |
| ED | Jun 30 | Jun 30 @ $110.63 | Oct 21 @ $112.02 | +1.3% | +3.6% |
| NI | Jun 30 | Jun 30 @ $47.55 | Oct 21 @ $42.97 | −9.6% | +3.6% |
| NOW | Jun 30 | Jun 30 @ $99.28 | Oct 21 @ $152.70 | +53.8% | +3.6% |
| DUK | Jun 30 | Jun 30 @ $126.58 | Oct 21 @ $120.91 | −4.5% | +3.6% |
| HAL | Jun 30 | Jun 30 @ $33.95 | Oct 21 @ $33.87 | −0.3% | +3.6% |
| AR | Jun 30 | Jun 30 @ $35.14 | Oct 21 @ $38.72 | +10.2% | +3.6% |
| NTNX | Jun 30 | Jun 30 @ $50.96 | Oct 21 @ $69.78 | +36.9% | +3.6% |
| APA | Jun 30 | Jun 30 @ $32.57 | Oct 21 @ $50.25 | +54.3% | +3.6% |
| EXE | Jun 30 | Jun 30 @ $91.19 | Oct 21 @ $92.91 | +1.9% | +3.6% |
| RIG | Jun 30 | Jun 30 @ $4.89 | Oct 21 @ $6.02 | +23.1% | +3.6% |
| DLTR | Jun 30 | Jun 30 @ $120.95 | Oct 21 @ $124.99 | +3.3% | +3.6% |
| RBC | Jun 30 | Jun 30 @ $644.06 | Oct 21 @ $505.58 | −21.5% | +3.6% |
| NOV | Jun 30 | Jun 30 @ $18.55 | Oct 21 @ $19.40 | +4.6% | +3.6% |
| ABNB | Jun 30 | Jun 30 @ $143.10 | Oct 21 @ $173.76 | +21.4% | +3.6% |
| URI | Jun 30 | Jun 30 @ $1132.89 | Oct 21 @ $1058.81 | −6.5% | +3.6% |
| V | Jun 30 | Jun 30 @ $343.09 | Oct 21 @ $407.11 | +18.7% | +3.6% |
| PR | Jun 30 | Jun 30 @ $18.41 | Oct 21 @ $25.00 | +35.8% | +3.6% |
| RRX | Jun 30 | Jun 30 @ $238.19 | Oct 21 @ $157.84 | −33.7% | +3.6% |
| SANM | Jun 30 | Jun 30 @ $253.08 | Oct 21 @ $172.15 | −32.0% | +3.6% |
| FORM | Jun 30 | Jun 30 @ $159.93 | Oct 21 @ $111.68 | −30.2% | +3.6% |
| EG | Jun 30 | Jun 30 @ $357.23 | Oct 21 @ $393.38 | +10.1% | +3.6% |
| CVX | Jun 30 | Jun 30 @ $165.76 | Oct 21 @ $227.93 | +37.5% | +3.6% |
| MCHP | Jun 30 | Jun 30 @ $91.20 | Oct 21 @ $76.96 | −15.6% | +3.6% |
| CNC | Jun 30 | Jun 30 @ $64.19 | Oct 21 @ $70.54 | +9.9% | +3.6% |
| PODD | Jun 30 | Jun 30 @ $152.25 | Oct 21 @ $142.02 | −6.7% | +3.6% |
| VAL | Jun 30 | Jun 30 @ $72.60 | Oct 21 @ $91.34 | +25.8% | +3.6% |
| LBRT | Jun 30 | Jun 30 @ $26.19 | Oct 21 @ $17.03 | −35.0% | +3.6% |
| ATI | Jun 30 | Jun 30 @ $197.10 | Oct 21 @ $179.88 | −8.7% | +3.6% |
| SW | Jun 30 | Jun 30 @ $46.26 | Oct 21 @ $41.44 | −10.4% | +3.6% |
| HAS | Jun 30 | Jun 30 @ $82.59 | Oct 21 @ $112.01 | +35.6% | +3.6% |
| FDX | Jun 30 | Jun 30 @ $313.13 | Oct 21 @ $297.44 | −5.0% | +3.6% |
| ETSY | Jun 30 | Jun 30 @ $75.33 | Oct 21 @ $87.28 | +15.9% | +3.6% |
| CTVA | Jun 30 | Jun 30 @ $12.71 | Oct 21 @ $12.70 | −0.0% | +3.6% |
| XP | Jun 30 | Jun 30 @ $16.26 | Oct 21 @ $30.33 | +86.5% | +3.6% |
| WSO | Jun 30 | Jun 30 @ $416.73 | Oct 21 @ $303.35 | −27.2% | +3.6% |
| LMT | Jun 30 | Jun 30 @ $509.46 | Oct 21 @ $547.62 | +7.5% | +3.6% |
| WY | Jun 30 | Jun 30 @ $23.94 | Oct 21 @ $18.94 | −20.9% | +3.6% |
| AVA | Jun 30 | Jun 30 @ $40.91 | Oct 21 @ $37.16 | −9.2% | +3.6% |
| CRWD | Jun 30 | Jun 30 @ $190.79 | Oct 21 @ $239.57 | +25.6% | +3.6% |
| BSX | Jun 30 | Jun 30 @ $42.68 | Oct 21 @ $44.17 | +3.5% | +3.6% |
| ADBE | Jun 30 | Jun 30 @ $205.02 | Oct 21 @ $254.67 | +24.2% | +3.6% |
| LVS | Jun 30 | Jun 30 @ $46.19 | Oct 21 @ $37.39 | −19.1% | +3.6% |
| AVY | Jun 30 | Jun 30 @ $162.35 | Oct 21 @ $177.94 | +9.6% | +3.6% |
| FE | Jun 30 | Jun 30 @ $47.54 | Oct 21 @ $45.56 | −4.2% | +3.6% |
| TTEK | Jun 30 | Jun 30 @ $28.89 | Oct 21 @ $35.01 | +21.2% | +3.6% |
| EQT | Jun 30 | Jun 30 @ $53.17 | Oct 21 @ $54.13 | +1.8% | +3.6% |
| EXC | Jun 30 | Jun 30 @ $46.62 | Oct 21 @ $43.10 | −7.6% | +3.6% |
| KMB | Jun 30 | Jun 30 @ $109.77 | Oct 21 @ $106.65 | −2.8% | +3.6% |
| LDOS | Jun 30 | Jun 30 @ $102.97 | Oct 21 @ $128.43 | +24.7% | +3.6% |
| DT | Jun 30 | Jun 30 @ $43.91 | Oct 21 @ $64.67 | +47.3% | +3.6% |
| AEE | Jun 30 | Jun 30 @ $113.04 | Oct 21 @ $106.54 | −5.8% | +3.6% |
| LITE | Jun 30 | Jun 30 @ $858.06 | Oct 21 @ $852.69 | −0.6% | +3.6% |
| ALB | Jun 30 | Jun 30 @ $135.03 | Oct 21 @ $94.24 | −30.2% | +3.6% |
| HP | Jun 30 | Jun 30 @ $32.74 | Oct 21 @ $38.42 | +17.3% | +3.6% |
| WHD | Jun 30 | Jun 30 @ $51.23 | Oct 21 @ $64.09 | +25.1% | +3.6% |
| YPF | Jun 30 | Jun 30 @ $45.47 | Oct 21 @ $50.68 | +11.5% | +3.6% |
| VRSK | Jun 30 | Jun 30 @ $179.53 | Oct 21 @ $191.90 | +6.9% | +3.6% |
| NOVT | Jun 30 | Jun 30 @ $162.24 | Oct 21 @ $140.06 | −13.7% | +3.6% |
| SYY | Jun 30 | Jun 30 @ $83.58 | Oct 21 @ $82.19 | −1.7% | +3.6% |
| ALGN | Jun 30 | Jun 30 @ $168.66 | Oct 21 @ $149.99 | −11.1% | +3.6% |
| LKQ | Jun 30 | Jun 30 @ $26.33 | Oct 21 @ $21.42 | −18.6% | +3.6% |
| SOLV | Jun 30 | Jun 30 @ $77.15 | Oct 21 @ $86.14 | +11.7% | +3.6% |
| MUSA | Jun 30 | Jun 30 @ $538.87 | Oct 21 @ $537.45 | −0.3% | +3.6% |
| NE | Jun 30 | Jun 30 @ $37.30 | Oct 21 @ $44.26 | +18.7% | +3.6% |
| ENS | Jun 30 | Jun 30 @ $233.82 | Oct 21 @ $176.01 | −24.7% | +3.6% |
| RELY | Jun 30 | Jun 30 @ $22.41 | Oct 21 @ $25.31 | +12.9% | +3.6% |
| MTCH | Jun 30 | Jun 30 @ $38.05 | Oct 21 @ $45.88 | +20.6% | +3.6% |
| TRV | Jun 30 | Jun 30 @ $330.12 | Oct 21 @ $397.33 | +20.4% | +3.6% |
| CHRD | Jun 30 | Jun 30 @ $114.30 | Oct 21 @ $151.54 | +32.6% | +3.6% |
| RPRX | Jun 30 | Jun 30 @ $56.07 | Oct 21 @ $62.17 | +10.9% | +3.6% |
| VSAT | Jun 30 | Jun 30 @ $89.81 | Oct 21 @ $61.60 | −31.4% | +3.6% |
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.