Thomas George Efthimiou Portfolio
Invests via Meadowbrook Wealth Management LLC | Managed by Thomas George Efthimiou, Richard Francis Jack
Invests via Meadowbrook Wealth Management LLC
Managed by Thomas George Efthimiou, Richard Francis Jack
Automatically Tracked
Veteran venture investor and operator focused on technology and energy transition sectors, known for leading early-stage deals and strategic portfolio roles. Thomas George Efthimiou brings cross-border deal experience, board-level governance and capital allocation expertise, often advising growth companies on scale-up, fundraising and M&A execution.
Veteran venture investor and operator focused on technology and energy transition sectors, known for leading early-stage deals and strategic portfolio roles. Thomas George Efthimiou brings cross-border deal experience, board-level governance and capital allocation expertise, often advising growth companies on scale-up, fundraising and M&A execution.
Investment Philosophy & Strategy
Combines sector-focused conviction in technology and energy transition with a hands-on, stage-agnostic early-stage bias, prioritizing companies with scalable tech and clear pathways to commercialization. Emphasizes cross-border deal sourcing and active board involvement to de-risk execution, guide capital allocation, and structure follow-on rounds and M&A outcomes. Leans toward concentrated, conviction-weighted positions where operational experience accelerates growth, using milestone-driven capital deployment and staged financing to control downside. Decision-making privileges product-market fit, founder alignment, and measurable decarbonization or efficiency impact; horizon is multi-year with exit flexibility via strategic-sale or growth capital events.
Combines sector-focused conviction in technology and energy transition with a hands-on, stage-agnostic early-stage bias, prioritizing companies with scalable tech and clear pathways to commercialization. Emphasizes cross-border deal sourcing and active board involvement to de-risk execution, guide capital allocation, and structure follow-on rounds and M&A outcomes. Leans toward concentrated, conviction-weighted positions where operational experience accelerates growth, using milestone-driven capital deployment and staged financing to control downside. Decision-making privileges product-market fit, founder alignment, and measurable decarbonization or efficiency impact; horizon is multi-year with exit flexibility via strategic-sale or growth capital events.
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:
5.98%
Gain +0.3%
Monthly
0.47%
Yearly
5.74%
Drawdown
18.31%
$96.78M
Equity
Holdings
$96.78M
Investment
$89.02M
$4.83M
Profit +$270,157.26
Realized
-$2.93M
Unrealized
$7.75M
Dividends
$1.45M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$270,157.26
Win %
63%
This Week
Compared To Last Week
Gain
-1.75%
Profit
-$1.72M
Win %
63%
This Month
Compared to last month
Gain
1.36%
Profit
$1.3M
Win %
63%
This Year
Compared to last year
Gain
0.84%
Profit
$812,904.73
Win %
55%
APP AppLovin Corporation Class A Common Stock
+5.46%
+$35,697.9 
NOW ServiceNow, Inc.
+5.42%
+$47,033.9 
RDDT Reddit Inc Class A
+5.38%
+$40,924.73 
CBRL Cracker Barrel Old Country Store, Inc.
+5.01%
+$20,488.5 
LLY Eli Lilly and Company
+4.38%
+$127,546.95 
BKNG Booking Holdings Inc.
+3.93%
+$18,960.03 
DG Dollar General Corporation
+2.46%
+$7,671.95 
V Visa Inc. Class A
+2.3%
+$60,104.66 
PDI Pimco Dynamic Income Fund
+2.25%
+$33,944.4 
ABT Abbott Laboratories
+2.12%
+$19,575 
SPG Simon Property Group, Inc.
+2.11%
+$21,966 
CRWV CoreWeave, Inc.
+2.1%
+$15,146.88 
UBER Uber Technologies, Inc.
+2.04%
+$8,232.47 
WMT Walmart Inc.
+2.01%
+$6,440.12 
MA Mastercard Incorporated
+1.94%
+$13,501.96 
QSR Restaurant Brands International Inc.
+1.93%
+$6,472.8 
CVS CVS Health Corporation
+1.8%
+$4,062.5 
O Realty Income Corporation
+1.21%
+$4,390.99 
ABBV AbbVie Inc.
+1.14%
+$48,968.25 
MSFT Microsoft Corp.
+1.02%
+$34,657.92 
PDO PIMCO Dynamic Income Opportunities Fund
+0.98%
+$4,257.3 
TJX The TJX Companies, Inc.
+0.98%
+$7,879.2 
IGV iShares Expanded Tech-Software Sector ETF
+0.97%
+$3,479.85 
HOOD Robinhood Markets, Inc.
+0.96%
+$19,165.26 
PDX PIMCO Dynamic Income Strategy Fund
+0.91%
+$2,376 
ED Consolidated Edison, Inc.
+0.85%
+$3,149.91 
EVN Eaton Vance Municipal Income Trust
+0.82%
+$3,860.9 
MRK Merck & Co., Inc.
+0.73%
+$6,850.14 
MO Altria Group, Inc.
+0.69%
+$12,919.42 
GE General Electric Company
+0.68%
+$10,069.55 
META Meta Platforms Inc Class A
+0.58%
+$20,050.03 
HNDL NASDAQ 7 Handl Index ETF
+0.53%
+$1,161.5 
COST Costco Wholesale Corporation
+0.5%
+$1,947.29 
JNJ Johnson & Johnson
+0.47%
+$1,650.53 
SHOP Shopify Inc.
+0.43%
+$39,031.44 
GS The Goldman Sachs Group, Inc.
+0.42%
+$7,318.04 
AAPL Apple Inc.
+0.41%
+$24,919.26 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.4%
+$1,433.25 
GOOGL Alphabet Inc
+0.38%
+$7,990.94 
C Citigroup Inc.
+0.27%
+$1,812.85 
FNGG Direxion Daily NYSE FANG+ Bull 2X Shares
+0.15%
+$615.45 
RLJ-PA RLJ Lodging Trust
+0.12%
+$833.4 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$837.01 
GPIX S&P 500 Core Premium Income Fund
+0.1%
+$1,320.28 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$220.16 
URI United Rentals, Inc.
+0.06%
+$132.47 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.05%
+$217 
AMZN Amazon.com Inc
+0.01%
+$1,300.63 3374
3374OU869
0%
$0 SKHY
SKHY
0%
$0 
APLD Applied Digital Corporation
-3.74%
-$6,276.08 
AMD Advanced Micro Devices, Inc.
-3.74%
-$20,732.77 
SPCX Space Exploration Technologies Corp. Class A
-3.57%
-$47,794.86 
NBIS Nebius Group N.V.
-3.13%
-$141,943.85 
CRWD CrowdStrike Holdings, Inc.
-2.96%
-$89,958.22 
CAT Caterpillar Inc.
-2.92%
-$15,731.99 
PM Philip Morris International Inc.
-2.53%
-$18,148 
AVGO Broadcom Inc.
-1.87%
-$32,060.6 
PANW Palo Alto Networks, Inc.
-1.82%
-$7,519.84 
NVDA NVIDIA Corporation
-1.74%
-$40,989.34 
XLE Energy Select Sector SPDR Fund
-1.54%
-$12,730.64 
SPMO Invesco S&P 500 Momentum ETF
-1.38%
-$5,682.24 
XOM Exxon Mobil Corporation
-1.34%
-$4,295.89 
ET Energy Transfer L.P.
-1.19%
-$5,640 
PLTR Palantir Technologies Inc.
-0.91%
-$15,779.68 
AMLP Alerian MLP ETF
-0.63%
-$4,564.89 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.45%
-$5,555.69 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.35%
-$1,735.8 
MU Micron Technology, Inc.
-0.3%
-$2,029.4 
JPM JPMorgan Chase & Co.
-0.3%
-$6,717.27 
CMI Cummins Inc.
-0.14%
-$518.39 
DUK Duke Energy Corporation
-0.1%
-$488.87 Events
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Dividends
Dividend Analysis
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| Trades 324 | Longs Won 164/324 50% | Profit Factor 1.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235,971.55 |
| Average Win $99,785.01 | Best Trade (Oct 14) $1.31M | Sharpe Ratio -11.64 |
| Average Loss -$72,113.54 | Worst Trade (Sep 30) -$2.26M | Z-Score 0.17 (13.48%) |
| Commissions $0 | Avg. Trade Length 6m 1w 2d | Expectancy $14,896.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.43% |
| Consecutive Losing Trades | 1,342 | 1,208 | 1,074 | 940 | 805 | 671 | 537 | 403 | 268 | 134 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3374 3374OU869 | 8,010 | $206,258 | $206,258 | - | - | - | 0.0 |
| AAPL Apple Inc. | 17,736 | $4.82M | $6.11M | - | $1.29M | 26.65% | +0.41% |
| ABBV AbbVie Inc. | 15,184 | $3.56M | $4.35M | - | $789,021.35 | 22.14% | +1.138% |
| ABT Abbott Laboratories | 9,000 | $1.2M | $940,635 | - | -$261,314.19 | -21.74% | +2.125% |
| AMD Advanced Micro Devices, Inc. | 972 | $594,631 | $534,104.28 | - | -$60,526.72 | -10.18% | -3.737% |
| AMLP Alerian MLP ETF | 13,833 | $680,370.47 | $720,007.65 | - | $39,637.18 | 5.83% | -0.63% |
| AMZN Amazon.com Inc | 37,163 | $8.17M | $9.44M | - | $1.27M | 15.53% | +0.014% |
| APLD Applied Digital Corporation | 8,258 | $196,044.64 | $161,567.77 | - | -$34,476.87 | -17.59% | -3.739% |
| APP AppLovin Corporation Class A Common Stock | 2,492 | $1.79M | $689,075.38 | - | -$1.1M | -61.52% | +5.464% |
| AVGO Broadcom Inc. | 4,940 | $1.63M | $1.68M | - | $48,658.72 | 2.99% | -1.874% |
| BKNG Booking Holdings Inc. | 3,000 | $647,913 | $501,000 | - | -$146,913 | -22.67% | +3.933% |
| C Citigroup Inc. | 5,578 | $722,239 | $683,834.91 | - | -$38,404.09 | -5.32% | +0.266% |
| CAT Caterpillar Inc. | 720 | $360,299.21 | $523,533.6 | - | $163,234.39 | 45.31% | -2.917% |
| CBRL Cracker Barrel Old Country Store, Inc. | 6,525 | $359,527.43 | $429,736.5 | - | $70,209.07 | 19.53% | +5.006% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 13,650 | $372,100.53 | $360,701.25 | - | -$11,399.28 | -3.06% | +0.399% |
| CMI Cummins Inc. | 725 | $306,217.97 | $380,802.62 | - | $74,584.65 | 24.36% | -0.136% |
| COST Costco Wholesale Corporation | 397 | $385,940.69 | $391,801.28 | - | $5,860.59 | 1.52% | +0.499% |
| CRWD CrowdStrike Holdings, Inc. | 12,206 | $1.79M | $2.95M | - | $1.16M | 65.06% | -2.956% |
| CRWV CoreWeave, Inc. | 10,976 | $1.47M | $737,148.16 | - | -$735,940.29 | -49.96% | +2.098% |
| CVS CVS Health Corporation | 2,500 | $193,040.57 | $230,037.5 | - | $36,996.93 | 19.17% | +1.798% |
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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 Thomas George Efthimiou?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $828,875.37, Arm Holdings plc American Depositary Receipt - $572,261.58, GE Vernova Inc - $484,843.06, Caterpillar Inc - $332,782.29, and AbbVie Inc - $267,259.31. 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: AppLovin Corporation Class A Common Stock - $2.58M, Robinhood Markets, Inc - $569,541.01, CoreWeave, Inc - $413,044.58, Oracle Corporation - $260,665.83, and GlobalFoundries Inc - $234,851.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas George Efthimiou's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.45M earned over time. The largest contributors to dividend income include Pimco Dynamic Income Fund - $150,365.58, AbbVie Inc - $123,215.77, Nasdaq 100 Core Premium Income ETF - $112,072.53, S&P 500 Core Premium Income Fund - $104,140.94, and YieldMax NVDA Option Income Strategy ETF - $54,995.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas George Efthimiou's monthly returns?
Thomas George Efthimiou'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 Thomas George Efthimiou's strategy be considered aggressive or moderate?
Thomas George Efthimiou'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 Thomas George Efthimiou's strategy?
Thomas George Efthimiou'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.
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