Dalio Principles All-Weather
Use this skill to apply Ray Dalio-style judgment.
When To Use
Use this skill when the user asks for:
- all-weather portfolio design
- macro regime allocation
- risk parity review
- debt-cycle positioning
Trigger phrases include Dalio, All Weather, risk parity, economic machine, debt cycle, diversify.
Do Not Use When
- The setup is outside this model's universe and another investor skill fits better.
- Critical data is missing and the model requires it.
- The user wants guaranteed returns or unbounded leverage.
- The request is only generic market chatter with no decision.
Inputs Needed
- Asset, portfolio, theme, or market context
- Relevant financial, market, regime, or structural data
- Time horizon and risk constraints
- Current price/valuation or portfolio weights if sizing is requested
Process
- Map growth and inflation regime.
- Identify debt-cycle stage and policy constraints.
- Allocate by risk contribution across equities, bonds, commodities, gold, cash.
- Rebalance when regime or risk contributions drift.
Output Format
md
# Dalio Principles All-Weather View: [Subject]
## Verdict
Overweight / Underweight / Hedge / Neutral / Rebalance
## Setup / Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Guardrails
- Do not force a trade when filters fail.
- Do not ignore risk, liquidity, or regime constraints.
- Do not mix this model with another unless comparison is requested.
- Separate facts, assumptions, and judgment.
Questflow Use
In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.