Brandon Hobson Portfolio
Invests via Silver Coast Investments LLC | Managed by Brandon Hobson
Invests via Silver Coast Investments LLC
Managed by Brandon Hobson
Automatically Tracked
Brandon Hobson Profile
Experienced operator and early-stage investor focused on technology and consumer businesses with emphasis on scaling revenue models, product-market fit, and go-to-market execution. Brandon Hobson is known for founding and advising high-growth startups, structuring seed to Series A financings, and engaging with strategic acquirers and venture limited partners. The profile is relevant to private-market investors evaluating founder-led rounds, corporate development teams sourcing M&A, and LPs tracking active angel investors.
Experienced operator and early-stage investor focused on technology and consumer businesses with emphasis on scaling revenue models, product-market fit, and go-to-market execution. Brandon Hobson is known for founding and advising high-growth startups, structuring seed to Series A financings, and engaging with strategic acquirers and venture limited partners. The profile is relevant to private-market investors evaluating founder-led rounds, corporate development teams sourcing M&A, and LPs tracking active angel investors.
Investment Philosophy & Strategy
Operator-investor approach prioritizes founder–market fit, scalable revenue models and rapid product–market validation. Focuses on seed to Series A tech and consumer startups where hands-on go‑to‑market support accelerates customer acquisition and unit-economics improvement. Capital allocation blends small, concentrated angel stakes with follow-on reserves to protect ownership; horizon is growth-oriented mid-term exits via acquisition or scale rounds, guided by operational KPIs and disciplined downside protection.
Operator-investor approach prioritizes founder–market fit, scalable revenue models and rapid product–market validation. Focuses on seed to Series A tech and consumer startups where hands-on go‑to‑market support accelerates customer acquisition and unit-economics improvement. Capital allocation blends small, concentrated angel stakes with follow-on reserves to protect ownership; horizon is growth-oriented mid-term exits via acquisition or scale rounds, guided by operational KPIs and disciplined downside protection.
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:
36.65%
Gain -0.25%
Monthly
0.98%
Yearly
12.41%
Drawdown
13.9%
$342.81M
Equity
Holdings
$342.81M
Investment
$277.62M
$79.14M
Profit -$685,303.15
Realized
$13.95M
Unrealized
$65.19M
Dividends
$18.68M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$685,303.15
Win %
75%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$941,638.04
Win %
75%
This Month
Compared to last month
Gain
-0.2%
Profit
-$685,303.15
Win %
75%
This Year
Compared to last year
Gain
2.3%
Profit
$7.72M
Win %
77%
GOOGL Alphabet Inc
+6.73%
+$65,949.45 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$6,404.71 
AMKR Amkor Technology Inc.
+3.34%
+$5,783.12 
META Meta Platforms Inc Class A
+3.28%
+$9,140.56 
PATH Uipath Inc.
+3.15%
+$4,575.09 
MSFT Microsoft Corp.
+3.02%
+$48,854.9 
NVDA NVIDIA Corporation
+2.93%
+$10,363.66 
ATKR Atkore Inc.
+2.76%
+$6,881.56 
FSLR First Solar, Inc.
+2.44%
+$18,684.46 
CVX Chevron Corporation
+2.35%
+$16,642.64 
CSCO Cisco Systems, Inc.
+2.14%
+$9,294.75 
FIX Comfort Systems USA, Inc.
+1.88%
+$4,777.5 
CRM Salesforce Inc
+1.83%
+$9,850.54 
ORCL Oracle Corporation
+1.81%
+$3,931.62 
HPE Hewlett Packard Enterprise Company
+1.61%
+$11,792.16 
LMT Lockheed Martin Corporation
+1.5%
+$11,961.18 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$97,297.24 
AMAT Applied Materials, Inc.
+1.18%
+$14,230.85 
VUG Vanguard Growth ETF
+1.1%
+$32,775.99 
NOW ServiceNow, Inc.
+1.05%
+$3,528.72 
VDE Vanguard Energy ETF
+1.02%
+$41,479.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$132,275.92 
IBM International Business Machines Corporation
+0.86%
+$2,677.79 
TSLA Tesla, Inc.
+0.76%
+$4,873.36 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$1,505 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,866.07 
CAT Caterpillar Inc.
+0.7%
+$6,401.42 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,069.93 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$42,255.81 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$12,827.45 
MO Altria Group, Inc.
+0.57%
+$2,205.45 
PSX Phillips 66
+0.51%
+$1,938.56 
VLO Valero Energy Corporation
+0.38%
+$5,191.97 
AVGO Broadcom Inc.
+0.37%
+$4,345.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,767 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$2,289.04 
IMKTA Ingles Markets Inc.
+0.35%
+$797.64 
SNA Snap-on Inc.
+0.33%
+$1,203.61 
GD General Dynamics Corporation
+0.32%
+$1,423.74 
JPM JPMorgan Chase & Co.
+0.27%
+$2,194.9 
VT Vanguard Total World Stock ETF
+0.26%
+$16,040.43 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$14,011.8 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$645.96 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$929.38 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$564.98 
CMI Cummins Inc.
+0.19%
+$1,626.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$32,181.84 
MS Morgan Stanley
+0.17%
+$693.36 
MMM 3M Company
+0.12%
+$501.46 
BDX Becton, Dickinson and Company
+0.1%
+$283.05 
C Citigroup Inc.
+0.1%
+$314.19 
WM Waste Management, Inc.
+0.1%
+$310.64 
AFL Aflac Inc.
+0.09%
+$1,054.32 
ABT Abbott Laboratories
+0.09%
+$239.85 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$828.96 
DIS The Walt Disney Company
+0.03%
+$80.31 
NTCXF Natcore Technology Inc.
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$93,298.6 
LIN Linde plc
-5.95%
-$42,061.41 
IRMD Iridium Corporation
-4.57%
-$16,138.5 
QCOM QUALCOMM Incorporated
-2.63%
-$5,601.97 
ABBV AbbVie Inc.
-2.51%
-$14,298.7 
VAW Vanguard Materials ETF
-2.38%
-$91,158.84 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$69,707.49 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,143.46 
APD Air Products and Chemicals, Inc.
-1.77%
-$8,517.24 
ADM Archer-Daniels-Midland Co
-1.66%
-$6,821.94 
LRCX Lam Research Corporation
-1.58%
-$20,219.45 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$10,479.45 
HSY The Hershey Company
-1.23%
-$9,092.77 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$37,771.36 
NEE NextEra Energy, Inc.
-1.15%
-$2,980.51 
DE Deere & Company
-1.13%
-$6,745.59 
LOW Lowe's Companies Inc.
-1.08%
-$4,036.06 
INTC Intel Corporation
-1.02%
-$7,240.05 
SWK Stanley Black & Decker Inc.
-1.01%
-$2,219.36 
UPS United Parcel Service, Inc.
-1%
-$2,254.35 
GILD Gilead Sciences Inc.
-0.81%
-$7,772.41 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$358,508.92 
KMB Kimberly-Clark Corporation
-0.8%
-$2,196.48 
VPU Vanguard Utilities ETF
-0.71%
-$4,825.28 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$28,499.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$27,378.21 
AMGN Amgen Inc.
-0.64%
-$2,251.85 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,308.96 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$27,006.74 
HRB H&R Block Inc.
-0.59%
-$1,671.29 
VNQ Vanguard Real Estate ETF
-0.54%
-$46,546.38 
LULU lululemon athletica inc.
-0.51%
-$1,230.98 
ALL Allstate Corporation
-0.49%
-$3,863.64 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$17,023.58 
FDX FedEx Corporation
-0.37%
-$760.15 
GPC Genuine Parts Company
-0.37%
-$1,143.56 
RSG Republic Services, Inc.
-0.37%
-$1,041.3 
TMUS T-Mobile US, Inc.
-0.36%
-$1,382.2 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$98,486.72 
VTV Vanguard Value ETF
-0.27%
-$3,741.13 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,616.59 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$24,468.75 
COST Costco Wholesale Corporation
-0.24%
-$809.39 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$829.9 
BNDX Vanguard Total International Bond ETF
-0.23%
-$16,619.9 
VB Vanguard Small-Cap ETF
-0.22%
-$819.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$819.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,937.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$38,005.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$50,859.84 
NFG National Fuel Gas Company
-0.19%
-$549.44 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$459.06 
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$9,076.98 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$11,157.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$13,974.48 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$7,523.05 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$12,865.11 
ALB Albemarle Corporation
-0.1%
-$196.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$959.75 
TGT Target Corporation
-0.01%
-$56.86 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$61.6 Events
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Dividends
Dividend Analysis
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| Trades 988 | Longs Won 770/988 77% | Profit Factor 17.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $507,856.32 |
| Average Win $108,868.48 | Best Trade (Aug 14) $10.39M | Sharpe Ratio -11.54 |
| Average Loss -$21,519.98 | Worst Trade (Sep 01) -$330,636.92 | Z-Score 16.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $80,098.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,805 | $751,338.22 | $1.18M | - | $424,064.33 | 56.44% | -7.354% |
| ABBV AbbVie Inc. | 2,210 | $390,309.66 | $554,577.4 | - | $164,267.74 | 42.09% | -2.513% |
| ABT Abbott Laboratories | 2,665 | $266,088.15 | $281,690.5 | - | $15,602.35 | 5.86% | +0.085% |
| ADM Archer-Daniels-Midland Co | 5,091 | $315,180.03 | $403,563.57 | - | $88,383.54 | 28.04% | -1.662% |
| AFL Aflac Inc. | 8,786 | $724,826.11 | $1.12M | - | $395,213.17 | 54.53% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 97,875 | $9.71M | $9.53M | - | -$177,876.74 | -1.83% | -0.256% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 555 | $268,077 | $172,732.66 | - | -$95,344.34 | -35.57% | +3.851% |
| ALB Albemarle Corporation | 1,638 | $130,394.35 | $192,694.32 | - | $62,299.97 | 47.78% | -0.102% |
| ALL Allstate Corporation | 2,972 | $556,680.22 | $784,845.72 | - | $228,165.5 | 40.99% | -0.49% |
| AMAT Applied Materials, Inc. | 2,412 | $404,349.04 | $1.22M | - | $820,151.02 | 202.83% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,206 | $171,131.59 | $574,236.89 | - | $403,105.3 | 235.55% | -1.904% |
| AMGN Amgen Inc. | 908 | $261,890.89 | $349,725.28 | - | $87,834.39 | 33.54% | -0.64% |
| AMKR Amkor Technology Inc. | 3,592 | $309,739 | $179,133.04 | - | -$130,605.96 | -42.17% | +3.336% |
| APD Air Products and Chemicals, Inc. | 1,604 | $438,788.8 | $473,003.58 | - | $34,214.78 | 7.8% | -1.769% |
| ASML ASML Holding N.V. New York Registry Shares | 467 | $326,708.24 | $760,743 | - | $434,034.76 | 132.85% | -1.359% |
| ATKR Atkore Inc. | 3,511 | $206,834 | $256,162.56 | - | $49,328.56 | 23.85% | +2.761% |
| AVGO Broadcom Inc. | 3,018 | $515,731.55 | $1.17M | - | $659,115.49 | 127.8% | +0.371% |
| BDX Becton, Dickinson and Company | 1,665 | $230,418.35 | $275,757.3 | - | $45,338.95 | 19.68% | +0.103% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 253,368 | $19.35M | $19.14M | - | -$212,011.97 | -1.1% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 29,561 | $2.18M | $2.14M | - | -$40,820.91 | -1.88% | -0.262% |
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FAQ
Which stocks have generated the highest profits for Brandon Hobson?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $3.44M, Vanguard FTSE Emerging Markets ETF - $3.15M, iShares MSCI International Quality Factor ETF - $2.77M, iShares Core Dividend Growth ETF - $2.58M, and abrdn Physical Silver Shares ETF - $1.87M. 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: Atkore Inc - $409,904.36, Floor & Decor Holdings, Inc - $157,442.44, United Parcel Service, Inc - $136,951.49, CVS Health Corporation - $79,262.55, and Stanley Black & Decker Inc - $64,122.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brandon Hobson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.68M earned over time. The largest contributors to dividend income include iShares MSCI International Quality Factor ETF - $2.45M, Schwab U.S. Dividend Equity ETF - $1.92M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.68M, iShares Core Dividend Growth ETF - $1.66M, and iShares Core U.S. Aggregate Bond ETF - $1.33M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brandon Hobson's monthly returns?
Brandon Hobson's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brandon Hobson's strategy be considered aggressive or moderate?
Brandon Hobson's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brandon Hobson's strategy?
Brandon Hobson's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
