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:
-60.24%
Gain
Monthly
0.01%
Yearly
0.08%
Drawdown
83.48%
$786.81M
Equity
Holdings
$786.81M
Investment
$373.92M
$414.67M
Profit -$1.12M
Realized
$1.78M
Unrealized
$412.89M
Dividends
$115.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.12M
Win %
73%
This Week
Compared To Last Week
Gain
1.95%
Profit
$15.07M
Win %
73%
This Month
Compared to last month
Gain
2.67%
Profit
$20.44M
Win %
73%
This Year
Compared to last year
Gain
7.83%
Profit
$57.11M
Win %
73%
EQNR Equinor ASA Sponsored ADR
+3.66%
+$63,536.54 
SFM Sprouts Farmers Market, Inc.
+3.2%
+$17,032.12 
TLK Telkom Indonesia Persero Tbk. - ADR
+3.01%
+$10.32 
E Eni S.p.A. Sponsored ADR
+2.97%
+$22,539.22 
ORCL Oracle Corporation
+2.69%
+$198,395.82 
GE General Electric Company
+2.51%
+$35,667.16 
TTE TotalEnergies SE
+2.49%
+$29,736.92 
FIVE Five Below, Inc.
+2.38%
+$4,267.59 
CSCO Cisco Systems, Inc.
+2.36%
+$92,763.44 
MEOH Methanex Corporation
+2.36%
+$6,641.46 
WINA Winmark Corporation
+2.17%
+$3,974.24 
UNH UnitedHealth Group Incorporated
+2.1%
+$369,133.92 
SU Suncor Energy Inc.
+1.95%
+$81,686.68 
NGG National Grid plc Sponsored ADR
+1.82%
+$734.44 
ETN Eaton Corporation plc
+1.72%
+$11,590.64 
SWKS Skyworks Solutions Inc.
+1.6%
+$1,590.68 
ABBNY ABB Ltd. Sponsored ADR
+1.56%
+$151 
CNQ Canadian Natural Resources Limited
+1.5%
+$1.04M 
CVE Cenovus Energy Inc.
+1.49%
+$92,056.9 
QRVO Qorvo Inc.
+1.46%
+$3,962.56 
ABT Abbott Laboratories
+1.45%
+$25,425.33 
XOM Exxon Mobil Corporation
+1.44%
+$18,863.38 
FNV Franco-Nevada Corporation
+1.41%
+$270,040.4 
MO Altria Group, Inc.
+1.38%
+$15,998.42 
PDS Precision Drilling Corporation
+1.34%
+$46.75 
IRM Iron Mountain Inc.
+1.27%
+$23,068.65 
CVX Chevron Corporation
+1.18%
+$10,863.02 
CM Canadian Imperial Bank of Commerce
+1.14%
+$113,556.56 
IMO Imperial Oil Limited
+1.13%
+$121.5 
ABBV AbbVie Inc.
+1.09%
+$19,851.98 
PM Philip Morris International Inc.
+1.03%
+$6,943.95 
DVA DaVita Inc.
+1.02%
+$35,254.97 
JNJ Johnson & Johnson
+0.97%
+$63,835.96 
BMY Bristol-Myers Squibb Company
+0.93%
+$5,706.4 
CVS CVS Health Corporation
+0.92%
+$31,173.8 
TAC TransAlta Corporation
+0.79%
+$470.08 
LLY Eli Lilly and Company
+0.79%
+$28,216.11 
IFF International Flavors & Fragrances Inc.
+0.77%
+$4,774.8 
NVS Novartis AG Sponsored ADR
+0.71%
+$5,300.82 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.67%
+$1,279.32 
BHP BHP Group Ltd.
+0.67%
+$60.53 
AMT American Tower Corporation
+0.61%
+$1,610.92 
LMT Lockheed Martin Corporation
+0.61%
+$11,279.9 
EA Electronic Arts Inc.
+0.56%
+$2,068.28 
PH Parker-Hannifin Corporation
+0.56%
+$11,224.98 
EOG EOG Resources, Inc.
+0.55%
+$5,595.12 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$894.66 
DKS Dick's Sporting Goods, Inc.
+0.48%
+$4,735.12 
MRK Merck & Co., Inc.
+0.47%
+$3,326.35 
TRGP Targa Resources Corp.
+0.4%
+$10,324.22 
AWK American Water Works Company, Inc.
+0.4%
+$2,726.32 
CAE CAE Inc.
+0.39%
+$3,702.91 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$39,802.5 
ADBE Adobe Inc.
+0.34%
+$542.4 
BMO Bank of Montreal
+0.34%
+$908.55 
CGC Canopy Growth Corporation
+0.33%
+$1.4 
RY Royal Bank of Canada
+0.33%
+$83,043.02 
PBA Pembina Pipeline Corporation
+0.32%
+$17,364.1 
INCY Incyte Corporation
+0.31%
+$1,622.52 
BNS Bank of Nova Scotia
+0.3%
+$119,866.77 
SLF Sun Life Financial Inc.
+0.29%
+$7,081.26 
IBN ICICI Bank Limited Sponsored ADR
+0.29%
+$13.01 
RCI Rogers Communications Inc.
+0.29%
+$18,882.3 
CP Canadian Pacific Kansas City Limited
+0.24%
+$14,106.37 
DLTR Dollar Tree, Inc.
+0.23%
+$1,251.35 
MSI Motorola Solutions, Inc.
+0.19%
+$727.42 
BEP Brookfield Renewable Partners L.P.
+0.19%
+$208.29 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.19%
+$470.52 
MFC Manulife Financial Corporation
+0.16%
+$63,001.19 
ULTA Ulta Beauty Inc.
+0.14%
+$316.02 
BIP Brookfield Infrastructure Partners L.P.
+0.14%
+$379.17 
HON Honeywell International Inc.
+0.12%
+$187.55 
RIG Transocean Ltd.
+0.1%
+$45.18 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$163.59 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.09%
+$132.12 
WBT Welbilt Inc
+0.08%
+$126.1 
TD The Toronto-Dominion Bank
+0.08%
+$52,851.8 
JPM JPMorgan Chase & Co.
+0.07%
+$7,497.2 
GIL Gildan Activewear Inc.
+0.04%
+$1,308.24 
RIO Rio Tinto Plc Sponsored ADR
+0.02%
+$26.84 
WFC Wells Fargo & Company
+0.02%
+$450.19 
ADSW Advanced Disposal Services Inc
0%
$0 
AZN
0%
$0 
BPY Brookfield Property Partners LP
0%
$0 
CA
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CMA Comerica Inc.
0%
$0 
CPG Crescent Point Energy Corp
0%
$0 
DOFSQ Diamond Offshore Drilling, Inc.
0%
$0 
DWDP
0%
$0 
ECA Encana Corp
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESV
0%
$0 
ETFC E*TRADE Financial Corp
0%
$0 
GG
0%
$0 
GOLD
0%
$0 
GWR Genesee & Wyoming Inc
0%
$0 
K Kellanova Inc.
0%
$0 
NAO
0%
$0 
NBL Noble Energy Inc
0%
$0 
NLSN
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PX
0%
$0 
RDS-A Shell plc
0%
$0 
RENX
0%
$0 
RTN Raytheon Co
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SHPG
0%
$0 
SJR Shaw Communications Inc
0%
$0 
TRI
0%
$0 
TRP
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
UN Unilever NV
0%
$0 
UTX United Technologies Corp
0%
$0 
WBK Westpac Banking Corp
0%
$0 
WP Worldpay Inc
0%
$0 
WUBA 58.com Inc
0%
$0 
XLNX Xilinx Inc
0%
$0 
YNDX Yandex NV
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.46%
-$142.29 
SIX Six Flags Entertainment Corp
-3.44%
-$11,142.36 
KO The Coca-Cola Company
-3.3%
-$21,856.8 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-3.27%
-$40.37 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-3.02%
-$427.44 
META Meta Platforms Inc Class A
-2.94%
-$66,087.99 
OMC Omnicom Group Inc.
-2.73%
-$16,964.64 
GSK GSK plc Sponsored ADR
-2.68%
-$5,612.91 
AMAT Applied Materials, Inc.
-2.53%
-$14,821.82 
GOOG Alphabet Inc
-2.2%
-$185,081.4 
GOOGL Alphabet Inc
-2.18%
-$197,888.26 
EFX Equifax Inc.
-2.08%
-$3,279.98 
NKE Nike, Inc. - Class B
-2.08%
-$3,324.45 
BAM Brookfield Asset Management Inc.
-2.02%
-$374,565 
FISV Fiserv, Inc.
-2.01%
-$13,858.42 
SAP SAP SE Sponsored ADR
-1.99%
-$314,957.86 
MPT Medical Properties Trust, Inc.
-1.97%
-$2,116.41 
ACN Accenture plc Class A
-1.96%
-$13,953.87 
DIS The Walt Disney Company
-1.96%
-$153,205.65 
VREX Varex Imaging Corporation
-1.95%
-$434.7 
CCJ Cameco Corporation
-1.91%
-$2,468.26 
PHM PulteGroup Inc.
-1.9%
-$35,478.51 
BKNG Booking Holdings Inc.
-1.88%
-$11,434.5 
STN Stantec Inc.
-1.87%
-$133,832.16 
NVO Novo Nordisk A/S Sponsored ADR
-1.86%
-$18,186.24 
MSFT Microsoft Corp.
-1.86%
-$462,802.07 
WCN Waste Connections Inc.
-1.84%
-$5,241.93 
IQV IQVIA Holdings Inc.
-1.82%
-$25,923.84 
TMO Thermo Fisher Scientific Inc.
-1.82%
-$614,204.92 
TU TELUS Corporation
-1.75%
-$11,536.97 
CPB The Campbell's Company
-1.74%
-$2,181.59 
MGA Magna International Inc.
-1.74%
-$16,982.28 
V Visa Inc. Class A
-1.74%
-$784,383.75 
ITW Illinois Tool Works Inc.
-1.72%
-$30,068.94 
SBUX Starbucks Corporation
-1.7%
-$8,927.68 
ROK Rockwell Automation, Inc.
-1.69%
-$4,194.98 
DEO Diageo plc Sponsored ADR
-1.69%
-$114,249.6 
MA Mastercard Incorporated
-1.67%
-$55,167.9 
SPGI S&P Global Inc.
-1.66%
-$5,354.47 
BABA Alibaba Group Holding Limited SP ADR
-1.65%
-$785.61 
PAYX Paychex Inc.
-1.64%
-$12,690 
AXTA Axalta Coating Systems Ltd.
-1.61%
-$2,581.63 
BBT Beacon Financial Corporation
-1.6%
-$10,483 
ADP Automatic Data Processing Inc.
-1.56%
-$11,584 
ICE Intercontinental Exchange, Inc.
-1.54%
-$4,545.3 
RELX Relx PLC Sponsored ADR
-1.51%
-$85.49 
PEP PepsiCo, Inc.
-1.51%
-$132,094.44 
TXN Texas Instruments Inc
-1.47%
-$36,786.05 
WM Waste Management, Inc.
-1.46%
-$27,226.06 
RSG Republic Services, Inc.
-1.45%
-$31,366.27 
HD The Home Depot, Inc.
-1.44%
-$10,627.9 
MCD McDonald's Corporation
-1.44%
-$21,753.37 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-1.41%
-$4,975.11 
GIS General Mills, Inc.
-1.41%
-$322.64 
BIIB Biogen Inc.
-1.4%
-$2,798.15 
ZTS Zoetis Inc.
-1.36%
-$2,079 
CTSH Cognizant Technology Solutions Corporation
-1.36%
-$4,797.05 
TRN Trinity Industries Inc.
-1.32%
-$136.12 
BDX Becton, Dickinson and Company
-1.31%
-$14,641.11 
AMGN Amgen Inc.
-1.06%
-$8,018.48 
BTI British American Tobacco p.l.c. ADR
-1.06%
-$1,817.04 
BUD Anheuser-Busch InBev S.A. ADR
-1.06%
-$4,347.3 
CCEP Coca-Cola Europacific Partners PLC
-1.01%
-$2,540.18 
INTC Intel Corporation
-1%
-$9,150.98 
CLS Celestica Inc.
-0.99%
-$3,723.18 
LRCX Lam Research Corporation
-0.99%
-$92,975.81 
SNA Snap-on Inc.
-0.97%
-$2,010 
BALL Ball Corp.
-0.96%
-$2,410.32 
BCE BCE Inc.
-0.93%
-$9,071.05 
OTEX Open Text Corporation
-0.92%
-$16,886.74 
ADI Analog Devices, Inc.
-0.91%
-$16,508.25 
DRI Darden Restaurants, Inc.
-0.9%
-$12,986.82 
PUK Prudential plc ADR
-0.87%
-$50,253 
CMCSA Comcast Corp
-0.87%
-$6,666.98 
VRSK Verisk Analytics Inc.
-0.82%
-$17,811.8 
ECL Ecolab Inc.
-0.82%
-$126,033.98 
TAP Molson Coors Beverage Company
-0.79%
-$1,157.31 
FDX FedEx Corporation
-0.79%
-$3,574.24 
BLK BlackRock, Inc.
-0.78%
-$11,359.62 
AQN Algonquin Power & Utilities Corp.
-0.77%
-$284.76 
MDT Medtronic plc
-0.73%
-$3,691.11 
SCHW Charles Schwab Corporation
-0.71%
-$5,283.01 
EXC Exelon Corporation
-0.64%
-$6,798.3 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.63%
-$29.7 
CL Colgate-Palmolive Company
-0.63%
-$8,490.1 
AZO AutoZone Inc.
-0.62%
-$4,563.58 
AON Aon plc
-0.58%
-$2,640.51 
WEC WEC Energy Group Inc.
-0.52%
-$3,808.2 
DXC Dxc Technology Co.
-0.48%
-$36.9 
DUK Duke Energy Corporation
-0.48%
-$5,391.6 
PG Procter & Gamble Co
-0.46%
-$9,122.49 
ORLY O'Reilly Automotive Inc.
-0.45%
-$5,740.35 
AMZN Amazon.com Inc
-0.44%
-$2,027.4 
MMM 3M Company
-0.42%
-$7,520.4 
TECK Teck Resources Ltd.
-0.39%
-$350.46 
MDLZ Mondelez International, Inc.
-0.38%
-$5,689.49 
KMB Kimberly-Clark Corporation
-0.36%
-$1,240.98 
BMRN Biomarin Pharmaceutical Inc.
-0.35%
-$513.21 
FEZ SPDR Euro Stoxx 50 ETF
-0.35%
-$146.87 
HDB HDFC Bank Limited ADR
-0.32%
-$346.46 
AAPL Apple Inc.
-0.31%
-$56,016.06 
FTS Fortis Inc.
-0.31%
-$12,429.72 
REGN Regeneron Pharmaceuticals, Inc.
-0.29%
-$1,385.04 
T AT&T Inc.
-0.28%
-$1,276.15 
USB U.S. Bancorp
-0.26%
-$4,392.19 
SLB Schlumberger Limited
-0.26%
-$216.12 
EBAY eBay Inc.
-0.23%
-$538 
VET Vermilion Energy Inc.
-0.21%
-$602.9 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$762.93 
GIB CGI Inc.
-0.18%
-$7,208.04 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.17%
-$6.7 
PFE Pfizer Inc.
-0.16%
-$1,487.95 
NOW ServiceNow, Inc.
-0.14%
-$1,266 
VZ Verizon Communications Inc.
-0.11%
-$905.65 
TJX The TJX Companies, Inc.
-0.1%
-$2,324.48 
AVGO Broadcom Inc.
-0.09%
-$6,425.6 
APD Air Products and Chemicals, Inc.
-0.08%
-$866.44 
BAC Bank of America Corporation
-0.08%
-$2,134.7 
AEM Agnico Eagle Mines Limited
-0.07%
-$324.99 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$2.7 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$10.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3858 | Longs Won 2416/3858 62% | Profit Factor 11.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $571,115.84 |
| Average Win $187,695.8 | Best Trade (Jul 16) $13.35M | Sharpe Ratio -12.59 |
| Average Loss -$26,909.45 | Worst Trade (Jul 10) -$820,854.75 | Z-Score 12.02 (100%) |
| Commissions $0 | Avg. Trade Length 5y 3w 1d | Expectancy $107,483.05 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
