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:
220.59%
Gain +0.88%
Monthly
1.36%
Yearly
17.6%
Drawdown
31.02%
$832.98M
Equity
Holdings
$832.98M
Investment
$373.92M
$460.71M
Profit +$2.24M
Realized
$1.65M
Unrealized
$459.06M
Dividends
$119.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.88%
Profit
$2.24M
Win %
73%
This Week
Compared To Last Week
Gain
2.79%
Profit
$22.64M
Win %
73%
This Month
Compared to last month
Gain
4.24%
Profit
$33.87M
Win %
73%
This Year
Compared to last year
Gain
14.15%
Profit
$103.28M
Win %
73%
DKS Dick's Sporting Goods, Inc.
+4.04%
+$25,906.57 
BTI British American Tobacco p.l.c. ADR
+2.88%
+$4,529.04 
PBA Pembina Pipeline Corporation
+2.84%
+$144,174.69 
TTE TotalEnergies SE
+2.75%
+$36,792.63 
NGG National Grid plc Sponsored ADR
+2.6%
+$1,005.28 
PM Philip Morris International Inc.
+2.42%
+$17,199.63 
SWKS Skyworks Solutions Inc.
+2.31%
+$3,155.43 
TRGP Targa Resources Corp.
+2.25%
+$58,274.04 
MSI Motorola Solutions, Inc.
+2.25%
+$9,378.74 
CNQ Canadian Natural Resources Limited
+2.24%
+$1.88M 
IBN ICICI Bank Limited Sponsored ADR
+2.24%
+$100.98 
AZO AutoZone Inc.
+2.16%
+$15,892.77 
CMCSA Comcast Corp
+2.16%
+$14,921.33 
PEP PepsiCo, Inc.
+2.15%
+$172,787.04 
EOG EOG Resources, Inc.
+2.14%
+$24,036.93 
CCEP Coca-Cola Europacific Partners PLC
+2.13%
+$5,555.16 
BUD Anheuser-Busch InBev S.A. ADR
+2.12%
+$8,694.6 
EQNR Equinor ASA Sponsored ADR
+2.09%
+$45,765.78 
USB U.S. Bancorp
+2.09%
+$31,942.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.08%
+$4,020.72 
LMT Lockheed Martin Corporation
+2.02%
+$38,990.25 
VET Vermilion Energy Inc.
+2.02%
+$7,686.98 
E Eni S.p.A. Sponsored ADR
+2.01%
+$18,268.63 
SLB Schlumberger Limited
+1.97%
+$1,719.95 
IMO Imperial Oil Limited
+1.91%
+$222.3 
AMT American Tower Corporation
+1.91%
+$5,403.62 
EXC Exelon Corporation
+1.84%
+$17,675.58 
JPM JPMorgan Chase & Co.
+1.82%
+$183,538.8 
HDB HDFC Bank Limited ADR
+1.78%
+$1,711.92 
DUK Duke Energy Corporation
+1.77%
+$18,915.53 
KO The Coca-Cola Company
+1.74%
+$12,489.6 
TJX The TJX Companies, Inc.
+1.74%
+$36,465.28 
MDLZ Mondelez International, Inc.
+1.73%
+$26,277.74 
SU Suncor Energy Inc.
+1.67%
+$87,224.76 
RIG Transocean Ltd.
+1.63%
+$813.24 
WEC WEC Energy Group Inc.
+1.59%
+$10,726.42 
FTS Fortis Inc.
+1.54%
+$58,005.36 
ROK Rockwell Automation, Inc.
+1.47%
+$3,290.38 
CVE Cenovus Energy Inc.
+1.47%
+$106,831.47 
MO Altria Group, Inc.
+1.46%
+$17,107.2 
RYAAY Ryanair Holdings plc American Depositary Receipt
+1.44%
+$46.5 
MEOH Methanex Corporation
+1.43%
+$4,805.67 
CVX Chevron Corporation
+1.43%
+$15,668.73 
MGA Magna International Inc.
+1.39%
+$13,369.02 
BHP BHP Group Ltd.
+1.38%
+$128.35 
AWK American Water Works Company, Inc.
+1.38%
+$9,413.56 
DEO Diageo plc Sponsored ADR
+1.36%
+$101,555.2 
TAP Molson Coors Beverage Company
+1.36%
+$1,858.71 
RELX Relx PLC Sponsored ADR
+1.33%
+$84.66 
WFC Wells Fargo & Company
+1.32%
+$32,714.17 
GE General Electric Company
+1.28%
+$16,436.5 
PG Procter & Gamble Co
+1.21%
+$25,186.01 
JNJ Johnson & Johnson
+1.2%
+$79,434.48 
TAC TransAlta Corporation
+1.15%
+$649.16 
SLF Sun Life Financial Inc.
+1.14%
+$26,969.03 
MRK Merck & Co., Inc.
+1.13%
+$9,092.03 
BLK BlackRock, Inc.
+1.13%
+$16,898.94 
ORLY O'Reilly Automotive Inc.
+1.12%
+$14,835.45 
GSK GSK plc Sponsored ADR
+1.12%
+$2,181.7 
WINA Winmark Corporation
+1.11%
+$1,654.08 
HD The Home Depot, Inc.
+1.11%
+$7,212.15 
DIS The Walt Disney Company
+1.09%
+$95,066.07 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.07%
+$58.3 
AQN Algonquin Power & Utilities Corp.
+1.06%
+$348.04 
PDS Precision Drilling Corporation
+1.02%
+$36.12 
CL Colgate-Palmolive Company
+1.01%
+$13,526.6 
KMB Kimberly-Clark Corporation
+0.95%
+$3,150.18 
XOM Exxon Mobil Corporation
+0.93%
+$14,676.52 
NKE Nike, Inc. - Class B
+0.87%
+$1,168.05 
AON Aon plc
+0.86%
+$3,052.89 
MFC Manulife Financial Corporation
+0.85%
+$337,506.37 
ZTS Zoetis Inc.
+0.85%
+$1,326.6 
BAC Bank of America Corporation
+0.83%
+$18,358.42 
AAPL Apple Inc.
+0.82%
+$153,362.88 
RIO Rio Tinto Plc Sponsored ADR
+0.79%
+$952.82 
ADI Analog Devices, Inc.
+0.79%
+$15,168.4 
LLY Eli Lilly and Company
+0.79%
+$30,019.89 
VZ Verizon Communications Inc.
+0.78%
+$6,248.98 
DRI Darden Restaurants, Inc.
+0.75%
+$11,551.75 
PUK Prudential plc ADR
+0.71%
+$34,172.24 
V Visa Inc. Class A
+0.7%
+$345,253.61 
ACN Accenture plc Class A
+0.69%
+$7,629.1 
BCE BCE Inc.
+0.67%
+$5,973.61 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$74,297.79 
T AT&T Inc.
+0.66%
+$3,221.54 
TD The Toronto-Dominion Bank
+0.66%
+$417,529.22 
DLTR Dollar Tree, Inc.
+0.66%
+$3,538.3 
CM Canadian Imperial Bank of Commerce
+0.65%
+$60,508.24 
RY Royal Bank of Canada
+0.62%
+$143,864.43 
ITW Illinois Tool Works Inc.
+0.62%
+$10,456.03 
BALL Ball Corp.
+0.62%
+$1,553.76 
TXN Texas Instruments Inc
+0.62%
+$14,817.8 
NVS Novartis AG Sponsored ADR
+0.58%
+$4,317.72 
BBT Beacon Financial Corporation
+0.58%
+$3,354.56 
IRM Iron Mountain Inc.
+0.57%
+$9,525.12 
HON Honeywell International Inc.
+0.56%
+$823.15 
BMO Bank of Montreal
+0.51%
+$1,230.93 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$894.66 
PFE Pfizer Inc.
+0.48%
+$5,207.84 
APD Air Products and Chemicals, Inc.
+0.46%
+$4,963.71 
FISV Fiserv, Inc.
+0.46%
+$2,863.59 
CPB The Campbell's Company
+0.45%
+$497.07 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.45%
+$1,045.6 
SPGI S&P Global Inc.
+0.42%
+$1,247.85 
ABBV AbbVie Inc.
+0.42%
+$8,426.38 
BNS Bank of Nova Scotia
+0.41%
+$166,481.62 
MCD McDonald's Corporation
+0.39%
+$5,239.25 
ICE Intercontinental Exchange, Inc.
+0.39%
+$1,271.85 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.38%
+$52.06 
CGC Canopy Growth Corporation
+0.37%
+$1.22 
BIIB Biogen Inc.
+0.34%
+$763.99 
PH Parker-Hannifin Corporation
+0.32%
+$6,444.36 
FEZ SPDR Euro Stoxx 50 ETF
+0.32%
+$131.25 
SNA Snap-on Inc.
+0.31%
+$562.5 
AMGN Amgen Inc.
+0.31%
+$2,699.9 
CVS CVS Health Corporation
+0.26%
+$7,634.4 
MA Mastercard Incorporated
+0.24%
+$8,745.4 
INCY Incyte Corporation
+0.23%
+$1,194.36 
ADP Automatic Data Processing Inc.
+0.21%
+$1,708.67 
WM Waste Management, Inc.
+0.19%
+$3,307.13 
FNV Franco-Nevada Corporation
+0.18%
+$42,434.92 
RCI Rogers Communications Inc.
+0.16%
+$9,441.15 
AEM Agnico Eagle Mines Limited
+0.13%
+$885.67 
STN Stantec Inc.
+0.1%
+$7,097.16 
BMY Bristol-Myers Squibb Company
+0.1%
+$611.4 
IFF International Flavors & Fragrances Inc.
+0.09%
+$676.43 
RSG Republic Services, Inc.
+0.08%
+$1,836.54 
WBT Welbilt Inc
+0.08%
+$126.1 
VRSK Verisk Analytics Inc.
+0.04%
+$858.4 
OMC Omnicom Group Inc.
+0.04%
+$221.76 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+0.03%
+$93.87 
FIVE Five Below, Inc.
+0.02%
+$36.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.02%
+$25.83 
CDNMF EGR Exploration Ltd.
0%
$0 
CMA Comerica Inc.
0%
$0 
CPG Crescent Point Energy Corp
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
K Kellanova Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
QRVO Qorvo 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 
TLK Telkom Indonesia Persero Tbk. - ADR
-11.85%
-$36.36 
NBIS Nebius Group N.V.
-9.12%
-$326.42 
NOW ServiceNow, Inc.
-5.3%
-$66,507.28 
INTC Intel Corporation
-4.32%
-$38,868.08 
ORCL Oracle Corporation
-3.62%
-$289,711.43 
SIX Six Flags Entertainment Corp
-3.44%
-$11,142.36 
LRCX Lam Research Corporation
-3.16%
-$257,517.4 
AMAT Applied Materials, Inc.
-3.07%
-$13,817.66 
CLS Celestica Inc.
-2.92%
-$11,423.58 
OTEX Open Text Corporation
-2.75%
-$55,765.53 
AVGO Broadcom Inc.
-2.73%
-$188,751.8 
ADBE Adobe Inc.
-2.68%
-$4,576.5 
META Meta Platforms Inc Class A
-2.3%
-$57,240.05 
MSFT Microsoft Corp.
-2.04%
-$683,952.21 
SCHW Charles Schwab Corporation
-1.91%
-$13,022.26 
DXC Dxc Technology Co.
-1.89%
-$213.2 
CCJ Cameco Corporation
-1.79%
-$2,202.22 
EBAY eBay Inc.
-1.79%
-$4,734.4 
ULTA Ulta Beauty Inc.
-1.74%
-$4,854.8 
TMO Thermo Fisher Scientific Inc.
-1.71%
-$737,105 
CSCO Cisco Systems, Inc.
-1.66%
-$65,253.17 
IQV IQVIA Holdings Inc.
-1.6%
-$29,265.65 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-1.51%
-$15.53 
ETN Eaton Corporation plc
-1.47%
-$10,075.84 
FDX FedEx Corporation
-1.46%
-$6,151.69 
GOOGL Alphabet Inc
-1.42%
-$126,464 
BMRN Biomarin Pharmaceutical Inc.
-1.34%
-$1,833.75 
GOOG Alphabet Inc
-1.28%
-$105,403.5 
UNH UnitedHealth Group Incorporated
-1.16%
-$195,595.2 
CTSH Cognizant Technology Solutions Corporation
-1.09%
-$5,708.88 
MPT Medical Properties Trust, Inc.
-0.96%
-$668.34 
SFM Sprouts Farmers Market, Inc.
-0.93%
-$4,474.54 
BABA Alibaba Group Holding Limited SP ADR
-0.93%
-$418.18 
ABBNY ABB Ltd. Sponsored ADR
-0.92%
-$85 
BDX Becton, Dickinson and Company
-0.89%
-$12,084.1 
SAP SAP SE Sponsored ADR
-0.88%
-$192,691.61 
TRN Trinity Industries Inc.
-0.86%
-$61.12 
MDT Medtronic plc
-0.66%
-$3,812.13 
AMZN Amazon.com Inc
-0.66%
-$3,106.18 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.64%
-$26.8 
BAM Brookfield Asset Management Inc.
-0.6%
-$103,005.37 
BEP Brookfield Renewable Partners L.P.
-0.49%
-$486.01 
CP Canadian Pacific Kansas City Limited
-0.44%
-$23,824.1 
GIB CGI Inc.
-0.43%
-$19,521.78 
MMM 3M Company
-0.43%
-$7,796.89 
TECK Teck Resources Ltd.
-0.37%
-$390.29 
REGN Regeneron Pharmaceuticals, Inc.
-0.36%
-$2,018.42 
ABT Abbott Laboratories
-0.35%
-$6,555.66 
PAYX Paychex Inc.
-0.34%
-$2,565 
DVA DaVita Inc.
-0.32%
-$8,776.84 
ECL Ecolab Inc.
-0.31%
-$49,632.63 
BIP Brookfield Infrastructure Partners L.P.
-0.29%
-$758.34 
CAE CAE Inc.
-0.27%
-$2,533.57 
EFX Equifax Inc.
-0.25%
-$359.56 
AXTA Axalta Coating Systems Ltd.
-0.24%
-$389.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.19%
-$9 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1,326.08 
GIS General Mills, Inc.
-0.17%
-$32.56 
BKNG Booking Holdings Inc.
-0.15%
-$825 
TU TELUS Corporation
-0.12%
-$623.62 
XLV Health Care Select Sector SPDR Fund
-0.12%
-$508.62 
GIL Gildan Activewear Inc.
-0.11%
-$2,943.54 
WCN Waste Connections Inc.
-0.1%
-$277.59 
VREX Varex Imaging Corporation
-0.06%
-$23.18 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.05%
-$73.4 
PHM PulteGroup Inc.
-0.03%
-$434.43 
SBUX Starbucks Corporation
-0.02%
-$97.04 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$5.05 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3858 | Longs Won 2465/3858 63% | Profit Factor 12.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $636,161.07 |
| Average Win $202,548.7 | Best Trade (Oct 16) $12.62M | Sharpe Ratio -12.59 |
| Average Loss -$27,690.85 | Worst Trade (Oct 15) -$820,854.75 | Z-Score 5.01 (100%) |
| Commissions $0 | Avg. Trade Length 5y 2m | Expectancy $119,416.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 54,384 | $1.24M | $18.75M | - | $17.51M | 1,407.76% | +0.825% |
| ABBNY ABB Ltd. Sponsored ADR | 100 | $2,374 | $9,183 | - | $6,809 | 286.82% | -0.917% |
| ABBV AbbVie Inc. | 7,141 | $384,390.67 | $2.03M | - | $1.65M | 428.68% | +0.416% |
| ABT Abbott Laboratories | 17,718 | $742,565.35 | $1.85M | - | $1.11M | 148.89% | -0.353% |
| ACN Accenture plc Class A | 4,922 | $599,340.37 | $1.11M | - | $515,344.97 | 85.99% | +0.689% |
| ADBE Adobe Inc. | 678 | $113,566.07 | $166,055.76 | - | $52,489.69 | 46.22% | -2.682% |
| ADI Analog Devices, Inc. | 4,785 | $344,982.7 | $1.95M | - | $1.6M | 464.69% | +0.785% |
| ADP Automatic Data Processing Inc. | 2,896 | $242,632.81 | $828,951.04 | - | $586,318.23 | 241.65% | +0.207% |
| ADSW Advanced Disposal Services Inc | 5,486 | $122,173.15 | $135,943 | - | $13,769.85 | 11.27% | 0.0 |
| AEM Agnico Eagle Mines Limited | 3,615 | $173,214.93 | $678,915.07 | - | $505,700.14 | 291.95% | +0.131% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,722 | $188,218.15 | $164,321.85 | - | -$23,896.3 | -12.7% | +0.016% |
| AMAT Applied Materials, Inc. | 1,046 | $44,338.57 | $435,972.8 | - | $391,634.23 | 883.28% | -3.072% |
| AMGN Amgen Inc. | 2,030 | $290,631.53 | $883,780.8 | - | $593,149.27 | 204.09% | +0.306% |
| AMT American Tower Corporation | 1,564 | $212,408.61 | $289,050.66 | - | $76,642.05 | 36.08% | +1.905% |
| AMZN Amazon.com Inc | 1,860 | $90,369.54 | $470,747.4 | - | $380,377.86 | 420.91% | -0.656% |
| AON Aon plc | 1,231 | $161,668.57 | $356,103.68 | - | $194,435.11 | 120.27% | +0.865% |
| APD Air Products and Chemicals, Inc. | 3,610 | $428,952.17 | $1.08M | - | $646,737.58 | 150.77% | +0.464% |
| AQN Algonquin Power & Utilities Corp. | 6,328 | $53,936.83 | $33,253.64 | - | -$20,683.19 | -38.35% | +1.058% |
| AVGO Broadcom Inc. | 20,080 | $487,321.52 | $6.73M | - | $6.24M | 1,280.07% | -2.73% |
| AWK American Water Works Company, Inc. | 5,144 | $439,246 | $693,771.28 | - | $254,525.28 | 57.95% | +1.376% |
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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 - $14.12M, Bank of Nova Scotia - $13.2M, Canadian Natural Resources Limited - $11.91M, Manulife Financial Corporation - $8.68M, and Royal Bank of Canada - $4.45M. 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 - $486,778.09, 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 $119.95M earned over time. The largest contributors to dividend income include The Toronto-Dominion Bank - $14.13M, Bank of Nova Scotia - $13.2M, Canadian Natural Resources Limited - $12.14M, Manulife Financial Corporation - $8.69M, and Royal Bank of Canada - $4.44M. 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.
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