The Biggest Mistake in Investing

Bridgewater

Article

1 Pages

Bridgewater Associates argues that portfolios often look diversified by dollars but remain heavily concentrated in equity risk. A typical portfolio can hold 60% in equities yet derive over 80% of its risk from them, making risk balanced diversification the paper’s central challenge to conventional allocation.

Key Takeaways

Equity Risk Dominates: A typical portfolio holds 60% in equities, yet equities account for over 80% of total portfolio risk.
Diversification Reduces Risk At the same 10.2% annualized return, Bridgewater’s balanced portfolio had 5.3% volatility versus 10.3% for the typical portfolio.
Balanced Returns Improve At roughly equal risk, the balanced portfolio generated a 13.4% annualized return versus 10.2% for the typical portfolio

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