John H. Bai Portfolio
Invests via Credential Securities Inc. | Managed by John H. Bai
Invests via Credential Securities Inc.
Managed by John H. Bai
Automatically Tracked
Seasoned technology investor and operator with a background in growth-stage investing, corporate strategic roles and cross-border M&A, focused on enterprise software, fintech and data infrastructure. John H. Bai has led deal sourcing, diligence and portfolio development at venture and private equity platforms, and works with founders on go-to-market scaling and capital formation. Familiar with US–Asia market dynamics and board-level governance.
Seasoned technology investor and operator with a background in growth-stage investing, corporate strategic roles and cross-border M&A, focused on enterprise software, fintech and data infrastructure. John H. Bai has led deal sourcing, diligence and portfolio development at venture and private equity platforms, and works with founders on go-to-market scaling and capital formation. Familiar with US–Asia market dynamics and board-level governance.
Investment Philosophy & Strategy
Focuses on growth-oriented, sector-focused technology investments in enterprise software, fintech and data infrastructure, leveraging operator experience to source and accelerate companies across US–Asia corridors. Emphasizes rigorous diligence on go-to-market scalability, unit economics and founder-market fit, applying cross-border M&A insights to structure capital solutions and exits. Prefers concentrated, conviction-weighted stakes with multi-year horizons, active board engagement, and downside-aware risk controls via staged capital, KPIs-driven milestones and strategic partner introductions.
Focuses on growth-oriented, sector-focused technology investments in enterprise software, fintech and data infrastructure, leveraging operator experience to source and accelerate companies across US–Asia corridors. Emphasizes rigorous diligence on go-to-market scalability, unit economics and founder-market fit, applying cross-border M&A insights to structure capital solutions and exits. Prefers concentrated, conviction-weighted stakes with multi-year horizons, active board engagement, and downside-aware risk controls via staged capital, KPIs-driven milestones and strategic partner introductions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
187.77%
Gain -0.04%
Monthly
1.35%
Yearly
17.45%
Drawdown
31.02%
$824.3M
Equity
Holdings
$824.3M
Investment
$373.92M
$452.77M
Profit -$47,693.57
Realized
$2.39M
Unrealized
$450.38M
Dividends
$116.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$47,693.57
Win %
74%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$47,693.57
Win %
74%
This Month
Compared to last month
Gain
2.66%
Profit
$21.41M
Win %
74%
This Year
Compared to last year
Gain
13.07%
Profit
$95.35M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$67,108.78 
ETN Eaton Corporation plc
+7.32%
+$48,183.62 
GOOG Alphabet Inc
+6.88%
+$547,145.4 
GOOGL Alphabet Inc
+6.73%
+$575,232 
GIL Gildan Activewear Inc.
+5.49%
+$188,386.56 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$2,407.58 
RIG Transocean Ltd.
+4.72%
+$2,168.64 
VET Vermilion Energy Inc.
+3.65%
+$12,660.9 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$16,905.82 
META Meta Platforms Inc Class A
+3.28%
+$59,705.33 
MSFT Microsoft Corp.
+3.02%
+$846,087.4 
BBT Beacon Financial Corporation
+2.87%
+$18,450.08 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$11,497.05 
CVX Chevron Corporation
+2.35%
+$22,627.12 
ORLY O'Reilly Automotive Inc.
+2.28%
+$29,670.9 
EOG EOG Resources, Inc.
+2.19%
+$23,411.23 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$107.8 
CSCO Cisco Systems, Inc.
+2.14%
+$87,032.88 
PDS Precision Drilling Corporation
+2.02%
+$65.45 
ROK Rockwell Automation, Inc.
+1.93%
+$4,798.02 
ORCL Oracle Corporation
+1.81%
+$137,419.59 
ZTS Zoetis Inc.
+1.66%
+$2,494.8 
ACN Accenture plc Class A
+1.61%
+$12,944.91 
VZ Verizon Communications Inc.
+1.52%
+$12,679.1 
SAP SAP SE Sponsored ADR
+1.51%
+$268,007.62 
STN Stantec Inc.
+1.51%
+$106,457.4 
LMT Lockheed Martin Corporation
+1.5%
+$31,301.01 
PH Parker-Hannifin Corporation
+1.43%
+$28,936.55 
GE General Electric Company
+1.42%
+$20,668.89 
SLB Schlumberger Limited
+1.39%
+$1,224.68 
CMCSA Comcast Corp
+1.23%
+$9,206.78 
WFC Wells Fargo & Company
+1.19%
+$30,613.26 
AMAT Applied Materials, Inc.
+1.18%
+$6,171.42 
ITW Illinois Tool Works Inc.
+1.15%
+$20,107.75 
MSI Motorola Solutions, Inc.
+1.14%
+$4,510.94 
VREX Varex Imaging Corporation
+1.08%
+$248.4 
NOW ServiceNow, Inc.
+1.05%
+$9,790.4 
NBIS Nebius Group N.V.
+1.05%
+$37.62 
ADBE Adobe Inc.
+1.01%
+$1,701.79 
ADP Automatic Data Processing Inc.
+0.98%
+$7,500.61 
TTE TotalEnergies SE
+0.95%
+$12,567.05 
BAM Brookfield Asset Management Inc.
+0.92%
+$164,808.6 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$18,014.09 
SCHW Charles Schwab Corporation
+0.87%
+$6,585.67 
CNQ Canadian Natural Resources Limited
+0.85%
+$646,239.09 
CP Canadian Pacific Kansas City Limited
+0.83%
+$45,767.35 
SU Suncor Energy Inc.
+0.82%
+$38,074.3 
MCD McDonald's Corporation
+0.82%
+$12,133.06 
TRGP Targa Resources Corp.
+0.76%
+$18,629.31 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,585.5 
TLK Telkom Indonesia Persero Tbk. - ADR
+0.69%
+$2.4 
WCN Waste Connections Inc.
+0.67%
+$1,812.63 
WINA Winmark Corporation
+0.65%
+$1,014.8 
MEOH Methanex Corporation
+0.63%
+$1,852.2 
BEP Brookfield Renewable Partners L.P.
+0.61%
+$694.3 
IMO Imperial Oil Limited
+0.6%
+$69.3 
MO Altria Group, Inc.
+0.57%
+$6,177.6 
EXC Exelon Corporation
+0.53%
+$5,438.64 
DVA DaVita Inc.
+0.52%
+$18,143.67 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$894.66 
HON Honeywell International Inc.
+0.47%
+$791.89 
BMO Bank of Montreal
+0.47%
+$1,216.28 
PAYX Paychex Inc.
+0.44%
+$3,442.5 
EBAY eBay Inc.
+0.43%
+$1,054.48 
PFE Pfizer Inc.
+0.4%
+$3,719.88 
ABBNY ABB Ltd. Sponsored ADR
+0.4%
+$39 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,718.7 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$54.8 
AVGO Broadcom Inc.
+0.37%
+$28,915.2 
PG Procter & Gamble Co
+0.37%
+$7,007.13 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$39,484.08 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$2,237.27 
BAC Bank of America Corporation
+0.36%
+$9,392.68 
SNA Snap-on Inc.
+0.33%
+$680.01 
AZO AutoZone Inc.
+0.32%
+$2,323.18 
MRK Merck & Co., Inc.
+0.32%
+$2,273.06 
JPM JPMorgan Chase & Co.
+0.27%
+$28,190.6 
CM Canadian Imperial Bank of Commerce
+0.24%
+$23,208.64 
SLF Sun Life Financial Inc.
+0.22%
+$5,423.94 
JNJ Johnson & Johnson
+0.21%
+$13,894.48 
ADI Analog Devices, Inc.
+0.2%
+$3,540.85 
USB U.S. Bancorp
+0.17%
+$2,928.04 
T AT&T Inc.
+0.17%
+$831.37 
TD The Toronto-Dominion Bank
+0.13%
+$84,562.88 
EA Electronic Arts Inc.
+0.13%
+$481.41 
MMM 3M Company
+0.12%
+$2,322.4 
BDX Becton, Dickinson and Company
+0.1%
+$1,190.9 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$43.75 
WM Waste Management, Inc.
+0.1%
+$1,692.02 
ABT Abbott Laboratories
+0.09%
+$1,594.62 
WBT Welbilt Inc
+0.08%
+$126.1 
DIS The Walt Disney Company
+0.03%
+$2,357.01 
TAP Molson Coors Beverage Company
+0.02%
+$35.07 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$0.6 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$10.1 
CDNMF EGR Exploration Ltd.
0%
$0 
CMA Comerica Inc.
0%
$0 
CPG Crescent Point Energy Corp
0%
$0 
DXC Dxc Technology Co.
0%
$0 
E Eni S.p.A. Sponsored ADR
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
K Kellanova Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BPY Brookfield Property Partners LP
0%
$0 
XLNX Xilinx Inc
0%
$0 
WBK Westpac Banking Corp
0%
$0 
SJR Shaw Communications Inc
0%
$0 
UTX United Technologies Corp
0%
$0 
DOFSQ Diamond Offshore Drilling, Inc.
0%
$0 
ECA Encana Corp
0%
$0 
UN Unilever NV
0%
$0 
WP Worldpay Inc
0%
$0 
GWR Genesee & Wyoming Inc
0%
$0 
WUBA 58.com Inc
0%
$0 
ETFC E*TRADE Financial Corp
0%
$0 
ADSW Advanced Disposal Services Inc
0%
$0 
NBL Noble Energy Inc
0%
$0 
RTN Raytheon Co
0%
$0 PX
PX
0%
$0 SHPG
SHPG
0%
$0 CA
CA
0%
$0 GG
GG
0%
$0 DWDP
DWDP
0%
$0 NLSN
NLSN
0%
$0 ESV
ESV
0%
$0 TRI
TRI
0%
$0 TRP
TRP
0%
$0 NAO
NAO
0%
$0 GOLD
GOLD
0%
$0 RENX
RENX
0%
$0 
RDS-A Shell plc
0%
$0 AZN
AZN
0%
$0 UL
UL
0%
$0 
TU TELUS Corporation
-11.23%
-$75,458.02 
TRN Trinity Industries Inc.
-8.97%
-$855.62 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$85,816.28 
AAPL Apple Inc.
-7.35%
-$1.33M 
CLS Celestica Inc.
-6%
-$26,204.85 
FNV Franco-Nevada Corporation
-3.81%
-$813,978.92 
AEM Agnico Eagle Mines Limited
-3.63%
-$19,810.2 
TECK Teck Resources Ltd.
-3.6%
-$3,584.25 
SIX Six Flags Entertainment Corp
-3.44%
-$11,142.36 
RELX Relx PLC Sponsored ADR
-3.25%
-$197.54 
PBA Pembina Pipeline Corporation
-2.97%
-$157,855.5 
INCY Incyte Corporation
-2.82%
-$15,639.29 
TAC TransAlta Corporation
-2.8%
-$1,611.72 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$102.92 
VRSK Verisk Analytics Inc.
-2.75%
-$59,015 
ABBV AbbVie Inc.
-2.51%
-$46,202.27 
ICE Intercontinental Exchange, Inc.
-2.42%
-$7,902.15 
BIIB Biogen Inc.
-2.4%
-$4,755.89 
AQN Algonquin Power & Utilities Corp.
-2.34%
-$885.92 
PUK Prudential plc ADR
-2.32%
-$144,728.65 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$4,386.24 
CCJ Cameco Corporation
-2.1%
-$2,734.3 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$5,341.5 
DKS Dick's Sporting Goods, Inc.
-2%
-$18,212 
EFX Equifax Inc.
-1.99%
-$3,078.27 
AWK American Water Works Company, Inc.
-1.93%
-$13,580.16 
IRM Iron Mountain Inc.
-1.86%
-$34,528.56 
GIS General Mills, Inc.
-1.84%
-$396.64 
MGA Magna International Inc.
-1.79%
-$18,066.25 
APD Air Products and Chemicals, Inc.
-1.77%
-$19,169.1 
PHM PulteGroup Inc.
-1.76%
-$32,872.01 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$2,820.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$294,225.54 
AON Aon plc
-1.64%
-$7,410.64 
BHP BHP Group Ltd.
-1.64%
-$158.06 
DRI Darden Restaurants, Inc.
-1.64%
-$24,323.25 
LRCX Lam Research Corporation
-1.58%
-$137,851.32 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$4,343.22 
NVS Novartis AG Sponsored ADR
-1.45%
-$11,239.75 
NKE Nike, Inc. - Class B
-1.37%
-$2,084.52 
MPT Medical Properties Trust, Inc.
-1.28%
-$1,336.68 
MDLZ Mondelez International, Inc.
-1.22%
-$18,563.21 
TJX The TJX Companies, Inc.
-1.21%
-$27,893.61 
IQV IQVIA Holdings Inc.
-1.17%
-$18,700.18 
OMC Omnicom Group Inc.
-1.14%
-$6,726.72 
DEO Diageo plc Sponsored ADR
-1.12%
-$79,340 
TXN Texas Instruments Inc
-1.08%
-$26,017.47 
DLTR Dollar Tree, Inc.
-1.06%
-$5,868.44 
INTC Intel Corporation
-1.02%
-$8,773.62 
KO The Coca-Cola Company
-1.02%
-$7,025.4 
XOM Exxon Mobil Corporation
-0.97%
-$13,776.12 
FIVE Five Below, Inc.
-0.93%
-$1,852.32 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$1,369.2 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$41.31 
HDB HDFC Bank Limited ADR
-0.87%
-$855.96 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-0.85%
-$2,972.55 
FTS Fortis Inc.
-0.82%
-$32,455.38 
KMB Kimberly-Clark Corporation
-0.8%
-$2,800.16 
ULTA Ulta Beauty Inc.
-0.76%
-$1,786.18 
CVS CVS Health Corporation
-0.75%
-$25,129.9 
SPGI S&P Global Inc.
-0.74%
-$2,164.36 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.74%
-$8.28 
MA Mastercard Incorporated
-0.74%
-$25,457.52 
GSK GSK plc Sponsored ADR
-0.73%
-$1,507.35 
BLK BlackRock, Inc.
-0.73%
-$10,677.23 
RCI Rogers Communications Inc.
-0.68%
-$43,429.67 
DUK Duke Energy Corporation
-0.67%
-$7,548.24 
AMGN Amgen Inc.
-0.64%
-$5,034.42 
AMT American Tower Corporation
-0.63%
-$1,720.42 
BALL Ball Corp.
-0.63%
-$1,633.44 
PM Philip Morris International Inc.
-0.61%
-$4,201.94 
ECL Ecolab Inc.
-0.61%
-$95,361.57 
AXTA Axalta Coating Systems Ltd.
-0.61%
-$1,071.62 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,349.34 
WEC WEC Energy Group Inc.
-0.57%
-$3,998.63 
SBUX Starbucks Corporation
-0.57%
-$2,911.2 
LLY Eli Lilly and Company
-0.53%
-$18,739.41 
NGG National Grid plc Sponsored ADR
-0.52%
-$204.96 
PEP PepsiCo, Inc.
-0.46%
-$40,066.56 
CPB The Campbell's Company
-0.45%
-$552.3 
CVE Cenovus Energy Inc.
-0.43%
-$29,549.13 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$153,319.7 
HD The Home Depot, Inc.
-0.42%
-$2,939.89 
FDX FedEx Corporation
-0.37%
-$1,637.6 
MDT Medtronic plc
-0.37%
-$1,936.32 
RSG Republic Services, Inc.
-0.37%
-$7,539.48 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.37%
-$13.4 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$442.86 
CL Colgate-Palmolive Company
-0.33%
-$4,317 
IFF International Flavors & Fragrances Inc.
-0.33%
-$2,069.08 
SWKS Skyworks Solutions Inc.
-0.32%
-$345.8 
RY Royal Bank of Canada
-0.29%
-$71,347.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$430.5 
MFC Manulife Financial Corporation
-0.25%
-$99,001.87 
FISV Fiserv, Inc.
-0.24%
-$1,731.47 
QRVO Qorvo Inc.
-0.19%
-$552.16 
BKNG Booking Holdings Inc.
-0.18%
-$1,122.07 
FMS Fresenius Medical Care AG & Co. KGaA ADR
-0.16%
-$418.24 
GIB CGI Inc.
-0.12%
-$5,406.03 
CGC Canopy Growth Corporation
-0.11%
-$0.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$146.8 
BCE BCE Inc.
-0.09%
-$884.98 
BNS Bank of Nova Scotia
-0.08%
-$31,076.57 
OTEX Open Text Corporation
-0.08%
-$1,570.86 
CAE CAE Inc.
-0.04%
-$389.78 
V Visa Inc. Class A
-0.04%
-$17,292.26 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3858 | Longs Won 2442/3858 63% | Profit Factor 13.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $617,399.35 |
| Average Win $200,419.36 | Best Trade (Aug 17) $13.27M | Sharpe Ratio -12.59 |
| Average Loss -$26,408.21 | Worst Trade (Aug 02) -$820,854.75 | Z-Score 4.26 (100%) |
| Commissions $0 | Avg. Trade Length 5y 1m 1w 4d | Expectancy $117,359.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 54,384 | $1.24M | $16.8M | - | $15.56M | 1,250.74% | -7.354% |
| ABBNY ABB Ltd. Sponsored ADR | 100 | $2,374 | $9,862 | - | $7,488 | 315.42% | +0.397% |
| ABBV AbbVie Inc. | 7,141 | $384,390.67 | $1.79M | - | $1.41M | 366.18% | -2.513% |
| ABT Abbott Laboratories | 17,718 | $742,565.35 | $1.87M | - | $1.13M | 152.21% | +0.085% |
| ACN Accenture plc Class A | 4,922 | $599,340.37 | $816,658.24 | - | $217,317.87 | 36.26% | +1.611% |
| ADBE Adobe Inc. | 678 | $113,566.07 | $169,777.98 | - | $56,211.91 | 49.5% | +1.013% |
| ADI Analog Devices, Inc. | 4,785 | $344,982.7 | $1.76M | - | $1.41M | 409.61% | +0.202% |
| ADP Automatic Data Processing Inc. | 2,896 | $242,632.81 | $771,668.13 | - | $529,035.32 | 218.04% | +0.982% |
| ADSW Advanced Disposal Services Inc | 5,486 | $122,173.15 | $122,173.15 | - | - | - | 0.0 |
| AEM Agnico Eagle Mines Limited | 3,615 | $173,214.93 | $525,151.05 | - | $351,936.12 | 203.18% | -3.635% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,722 | $188,218.15 | $167,671.14 | - | -$20,547.01 | -10.92% | -0.256% |
| AMAT Applied Materials, Inc. | 1,046 | $44,338.57 | $531,022.83 | - | $486,684.26 | 1,097.65% | +1.176% |
| AMGN Amgen Inc. | 2,030 | $290,631.53 | $781,874.8 | - | $491,243.27 | 169.03% | -0.64% |
| AMT American Tower Corporation | 1,564 | $212,408.61 | $271,135.04 | - | $58,726.43 | 27.65% | -0.631% |
| AMZN Amazon.com Inc | 1,860 | $90,369.54 | $505,138.78 | - | $414,769.24 | 458.97% | +15.321% |
| AON Aon plc | 1,231 | $161,668.57 | $443,837.04 | - | $282,168.47 | 174.54% | -1.642% |
| APD Air Products and Chemicals, Inc. | 3,610 | $428,952.17 | $1.06M | - | $635,600.77 | 148.18% | -1.769% |
| AQN Algonquin Power & Utilities Corp. | 6,328 | $53,936.83 | $36,955.52 | - | -$16,981.31 | -31.48% | -2.341% |
| AVGO Broadcom Inc. | 20,080 | $487,321.52 | $7.82M | - | $7.33M | 1,504.02% | +0.371% |
| AWK American Water Works Company, Inc. | 5,144 | $439,246 | $690,170.48 | - | $250,924.48 | 57.13% | -1.93% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for John H. Bai?
The largest contributions to the portfolio's profits come from the following stocks: The Toronto-Dominion Bank - $13.71M, Bank of Nova Scotia - $12.85M, Canadian Natural Resources Limited - $11.18M, Manulife Financial Corporation - $8.36M, and Royal Bank of Canada - $4.55M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Discovery Inc - $945,323.79, Baytex Energy Corp - $668,631.18, Crescent Point Energy Corp - $530,643.73, Cenovus Energy Inc - $522,714.38, and Seadrill Limited - $358,204.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John H. Bai's portfolio generate?
The portfolio generates substantial dividend income, with a total of $116.8M earned over time. The largest contributors to dividend income include The Toronto-Dominion Bank - $13.72M, Bank of Nova Scotia - $12.85M, Canadian Natural Resources Limited - $11.41M, Manulife Financial Corporation - $8.37M, and Royal Bank of Canada - $4.55M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John H. Bai's monthly returns?
John H. Bai's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can John H. Bai's strategy be considered aggressive or moderate?
John H. Bai's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow John H. Bai's strategy?
John H. Bai's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
