Fearless Solutions LLC dba Best Invest Portfolio
Invests via Fearless Solutions LLC dba Best Invest | Managed by Fearless Solutions, LLC dba Best Invest, John Fosdick, Brad Dobson
Invests via Fearless Solutions LLC dba Best Invest
Managed by Fearless Solutions, LLC dba Best Invest, John Fosdick, Brad Dobson
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Company Profile
A boutique wealth manager and investment adviser focused on alternative investments and structured products, Fearless Solutions LLC dba Best Invest operates as a hybrid advisory and broker-dealer platform serving HNW individuals and small institutions. The firm sources private debt, real assets and opportunistic equity deals, emphasizes customized portfolios and yield-oriented strategies, and offers discretionary and advisory accounts alongside financial planning. Capital focus centers on mid-market private placements and syndicated transactions with an emphasis on downside protection and income generation. Positioning targets investors seeking active, tailored allocations outside core public markets.
A boutique wealth manager and investment adviser focused on alternative investments and structured products, Fearless Solutions LLC dba Best Invest operates as a hybrid advisory and broker-dealer platform serving HNW individuals and small institutions. The firm sources private debt, real assets and opportunistic equity deals, emphasizes customized portfolios and yield-oriented strategies, and offers discretionary and advisory accounts alongside financial planning. Capital focus centers on mid-market private placements and syndicated transactions with an emphasis on downside protection and income generation. Positioning targets investors seeking active, tailored allocations outside core public markets.
Investment Philosophy & Strategy
Boutique wealth manager and hybrid advisor-dealer focusing on yield-oriented, capital-preservation private markets allocations. The firm prioritizes mid-market private debt, real assets and opportunistic equity, underwriting deals with conservative covenants, stress-tested cash flows and structured downside protection. Portfolios are customized for HNW and small institutional clients via discretionary and advisory mandates, blending syndicated private placements with structured products to generate reliable income and enhanced risk-adjusted returns. Capital deployment emphasizes selective deal sourcing, active portfolio monitoring, liquidity management and alignment of sponsor incentives.
Boutique wealth manager and hybrid advisor-dealer focusing on yield-oriented, capital-preservation private markets allocations. The firm prioritizes mid-market private debt, real assets and opportunistic equity, underwriting deals with conservative covenants, stress-tested cash flows and structured downside protection. Portfolios are customized for HNW and small institutional clients via discretionary and advisory mandates, blending syndicated private placements with structured products to generate reliable income and enhanced risk-adjusted returns. Capital deployment emphasizes selective deal sourcing, active portfolio monitoring, liquidity management and alignment of sponsor incentives.
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:
1.04%
Gain
Monthly
0.06%
Yearly
0.67%
Drawdown
21.04%
$184.27M
Equity
Holdings
$184.27M
Investment
$151.25M
$34.37M
Profit -$991,834.84
Realized
$1.35M
Unrealized
$33.02M
Dividends
$4.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$991,834.84
Win %
78%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$1.11M
Win %
78%
This Month
Compared to last month
Gain
-0.13%
Profit
-$234,471.75
Win %
78%
This Year
Compared to last year
Gain
11.25%
Profit
$18.63M
Win %
78%
ARM Arm Holdings plc American Depositary Receipt
+2.59%
+$20,478.64 
LMND Lemonade Inc.
+1.73%
+$6,357.73 
FANG Diamondback Energy Inc
+1.56%
+$5,117.84 
XOM Exxon Mobil Corporation
+1.44%
+$10,259.22 
MO Altria Group, Inc.
+1.38%
+$4,173.32 
BRCC BRC Inc.
+1.27%
+$246.75 
FTGC First Trust Global Tactical Commodity Strategy Fund
+1.26%
+$3,521.52 
CVX Chevron Corporation
+1.18%
+$3,378.69 
MRVL Marvell Technology, Inc.
+1.17%
+$6,355.96 
ABBV AbbVie Inc.
+1.09%
+$35,642.38 
VLO Valero Energy Corporation
+1.03%
+$16,056.04 
GLD SPDR Gold Shares
+0.98%
+$5,266.68 
IAU iShares Gold Trust
+0.98%
+$59,476.02 
LLY Eli Lilly and Company
+0.79%
+$3,304.34 
XLE Energy Select Sector SPDR Fund
+0.68%
+$3,018.99 
TRFK Pacer Data and Digital Revolution ETF
+0.63%
+$4,531.5 
SQ Block, Inc.
+0.57%
+$3,276.37 
SLV iShares Silver Trust
+0.53%
+$1,244.17 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.45%
+$6,982.71 
GCOW Pacer Global Cash Cows Dividend ETF
+0.42%
+$7,467.19 
KR Kroger Co.
+0.38%
+$1,188 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$2,128.12 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.19%
+$795.3 
HYLS FT Tactical High Yield ETF
+0.15%
+$10,013.52 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.11%
+$1,212.35 
JPM JPMorgan Chase & Co.
+0.07%
+$401.23 
ASO Academy Sports and Outdoors, Inc.
+0.07%
+$246.52 
AMD Advanced Micro Devices, Inc.
+0.05%
+$288 
ICOW Pacer Developed Markets International ETF
+0.05%
+$200.38 
CAAA First Trust Commercial Mortgage Opportunities ETF
+0.03%
+$109.56 
CGCP Capital Group Core Plus Income ETF
+0.02%
+$1,277.1 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$134.43 
DBND DoubleLine Opportunistic Bond ETF
0%
$0 
NFLX Netflix, Inc.
-7.36%
-$137,658.02 
META Meta Platforms Inc Class A
-2.94%
-$32,701.52 
HCA HCA Healthcare Inc.
-2.6%
-$7,284.54 
GOOG Alphabet Inc
-2.2%
-$32,579.61 
GOOGL Alphabet Inc
-2.18%
-$73,759.76 
MSFT Microsoft Corp.
-1.86%
-$49,378.67 
TSLA Tesla, Inc.
-1.8%
-$40,717.76 
V Visa Inc. Class A
-1.74%
-$14,643.1 
SBUX Starbucks Corporation
-1.7%
-$6,955.2 
URI United Rentals, Inc.
-1.66%
-$9,875.05 
XLC Communication Services Select Sector SPDR Fund
-1.63%
-$11,476.08 
SCHE Schwab Emerging Markets Equity ETF
-1.5%
-$15,476.4 
HD The Home Depot, Inc.
-1.44%
-$3,562.73 
BX Blackstone Inc.
-1.43%
-$47,895.2 
PLTR Palantir Technologies Inc.
-1.24%
-$3,471.06 
MGK Vanguard Mega Cap Growth ETF
-1.16%
-$31,584.3 
C Citigroup Inc.
-1.15%
-$4,477.15 
INTC Intel Corporation
-1.12%
-$50,948.35 
CRM Salesforce Inc
-1.08%
-$3,346.14 
CFR Cullen/Frost Bankers Inc.
-1.06%
-$5,778.2 
CGGR Capital Group Growth ETF
-1.05%
-$48,098.42 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.04%
-$5,769.38 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.02%
-$4,715.82 
VCR Vanguard Consumer Discretionary ETF
-1.02%
-$3,053.7 
NVDA NVIDIA Corporation
-1.02%
-$23,266.97 
IAT iShares U.S. Regional Banks ETF
-0.97%
-$11,520.18 
CGXU Capital Group International Focus Equity ETF
-0.94%
-$10,217.97 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.94%
-$1,217.34 
COST Costco Wholesale Corporation
-0.9%
-$3,591.27 
POWA Invesco Bloomberg Pricing Power ETF
-0.88%
-$2,583.75 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.84%
-$101,166.74 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$4,197.51 
FDX FedEx Corporation
-0.79%
-$2,537.61 
CGVV Capital Group U.S. Large Value ETF
-0.78%
-$4,113.6 
LIN Linde plc
-0.76%
-$1,653.4 
AAP Advance Auto Parts Inc.
-0.75%
-$2,600 
TFC Truist Financial Corporation
-0.75%
-$15,499.6 
SCHW Charles Schwab Corporation
-0.71%
-$27,379.38 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.7%
-$21,734.83 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.68%
-$6,881.17 
SCHX Schwab U.S. Large-Cap ETF
-0.66%
-$1,850.36 
MGC Vanguard Mega Cap ETF
-0.64%
-$2,736.42 
CGUS Capital Group Core Equity ETF
-0.64%
-$2,824.92 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.63%
-$3,608.62 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.62%
-$5,363.49 
VDC VANGUARD CONSUMER STAPLES ETF
-0.61%
-$1,601.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.61%
-$6,172.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$17,740.21 
VOO Vanguard S&P 500 ETF
-0.6%
-$15,504.3 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.59%
-$28,249.83 
XLF Financial Select Sector SPDR Fund
-0.59%
-$14,211.37 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$1,716.54 
CGDV Capital Group Dividend Value ETF
-0.56%
-$28,688 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.55%
-$3,264.97 
VB Vanguard Small-Cap ETF
-0.54%
-$10,504.73 
XLB Materials Select Sector SPDR Fund
-0.53%
-$24,164.73 
JEPI JPMorgan Equity Premium Income Fund
-0.48%
-$2,149.68 
VXF Vanguard Extended Market ETF
-0.48%
-$1,157.11 
COWZ Pacer US Cash Cows 100 ETF
-0.46%
-$34,127.4 
CCEF Calamos CEF Income & Arbitrage ETF
-0.44%
-$3,513.68 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.44%
-$5,450.52 
ORLY O'Reilly Automotive Inc.
-0.44%
-$1,971.07 
AMZN Amazon.com Inc
-0.44%
-$20,546.5 
VOT Vanguard Mid-Cap Growth ETF
-0.43%
-$1,046.78 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.41%
-$3,815.95 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.4%
-$2,593.33 
IWM iShares Russell 2000 ETF
-0.39%
-$29,959.32 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$868.14 
VBK Vanguard Small-Cap Growth ETF
-0.38%
-$2,077.72 
CGCV Capital Group Conservative Equity ETF
-0.38%
-$1,059.25 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$5,447.91 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.34%
-$1,102.5 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.33%
-$905.31 
VGT Vanguard Information Technology ETF
-0.33%
-$1,359 
VOOV Vanguard S&P 500 Value ETF
-0.31%
-$754.35 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$787.75 
AAPL Apple Inc.
-0.31%
-$31,757.27 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$1,259.4 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$1,697.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$636.8 
T AT&T Inc.
-0.28%
-$900.62 
WMT Walmart Inc.
-0.26%
-$4,582.69 
SCHF Schwab International Equity ETF
-0.26%
-$1,359.4 
VPU Vanguard Utilities ETF
-0.22%
-$507.76 
XLV Health Care Select Sector SPDR Fund
-0.2%
-$1,645.56 
VHT Vanguard Health Care ETF
-0.16%
-$552.42 
NOW ServiceNow, Inc.
-0.14%
-$529.35 
CGGO Capital Group Global Growth Equity ETF
-0.14%
-$1,135.14 
MMT MFS Multimarket Income Trust
-0.11%
-$121.54 
SCHV Schwab U.S. Large-Cap Value ETF
-0.1%
-$245.21 
BAC Bank of America Corporation
-0.08%
-$256.6 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$2,193.96 
MUB iShares National Muni Bond ETF
-0.05%
-$118.86 
XLI Industrial Select Sector SPDR Fund
0%
-$52.9 Events
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Dividends
Dividend Analysis
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| Trades 581 | Longs Won 428/581 73% | Profit Factor 11.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $268,182.72 |
| Average Win $88,145.41 | Best Trade (Jul 10) $4.34M | Sharpe Ratio -12.68 |
| Average Loss -$21,938.37 | Worst Trade (Jul 10) -$1.24M | Z-Score 13.18 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $59,156.05 |
| 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 | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
Hover over the desired column for a detailed explanation.
Returns
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