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:
4.93%
Gain -1.18%
Monthly
0.44%
Yearly
4.93%
Drawdown
18.3%
$94.04M
Equity
Holdings
$94.04M
Investment
$89.95M
$3.93M
Profit -$1.15M
Realized
-$157,417.23
Unrealized
$4.09M
Dividends
$1.23M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.18%
Profit
-$1.15M
Win %
66%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$1.15M
Win %
66%
This Month
Compared to last month
Gain
3.37%
Profit
$3.06M
Win %
66%
This Year
Compared to last year
Gain
1.61%
Profit
$1.49M
Win %
59%
AMZN Amazon.com Inc
+15.32%
+$1.35M 
ETN Eaton Corporation plc
+7.32%
+$51,665.75 
GOOGL Alphabet Inc
+6.73%
+$155,155.35 
FNGG Direxion Daily NYSE FANG+ Bull 2X Shares
+3.83%
+$12,684.01 
AMKR Amkor Technology Inc.
+3.34%
+$4,338.95 
META Meta Platforms Inc Class A
+3.28%
+$27,757.59 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$57,505.44 
MSFT Microsoft Corp.
+3.02%
+$82,959.36 
NVDA NVIDIA Corporation
+2.93%
+$54,467.76 
NVDY YieldMax NVDA Option Income Strategy ETF
+2.46%
+$5,302.65 
MRVL Marvell Technology, Inc.
+2.32%
+$8,583.9 
GE General Electric Company
+1.42%
+$31,437.49 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$5,213.35 
NOW ServiceNow, Inc.
+1.05%
+$3,839.6 
NBIS Nebius Group N.V.
+1.05%
+$42,352.41 
PDX PIMCO Dynamic Income Strategy Fund
+1.04%
+$2,574 
XLE Energy Select Sector SPDR Fund
+1%
+$5,537.15 
URI United Rentals, Inc.
+0.99%
+$2,200.41 
AMLP Alerian MLP ETF
+0.89%
+$6,312.67 
MCD McDonald's Corporation
+0.82%
+$2,158.21 
TSLA Tesla, Inc.
+0.76%
+$1,144.59 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,003.61 
CAT Caterpillar Inc.
+0.7%
+$4,734.44 
PLTR Palantir Technologies Inc.
+0.65%
+$8,079.18 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$2,541.5 
RLJ-PA RLJ Lodging Trust
+0.64%
+$3,737.6 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$7,764.9 
ET Energy Transfer L.P.
+0.59%
+$2,820 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$6,852.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,918.62 
AVGO Broadcom Inc.
+0.37%
+$7,113.6 
SMH VanEck Semiconductor ETF
+0.3%
+$770.99 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,183.67 
JPM JPMorgan Chase & Co.
+0.27%
+$6,037.62 
GFS GlobalFoundries Inc.
+0.2%
+$632 
CMI Cummins Inc.
+0.19%
+$933.32 
WMT Walmart Inc.
+0.09%
+$270.41 
ABT Abbott Laboratories
+0.09%
+$801 
HNDL NASDAQ 7 Handl Index ETF
+0.06%
+$141.4 3374
3374OU869
0%
$0 6393
63938E104
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$228,368.03 
AAPL Apple Inc.
-7.35%
-$448,446.28 
MU Micron Technology, Inc.
-5.9%
-$23,853.03 
SHOP Shopify Inc.
-4.29%
-$286,723.5 
CRWV CoreWeave, Inc.
-2.88%
-$28,290.66 
ABBV AbbVie Inc.
-2.51%
-$84,459.38 
ARKK ARK Innovation ETF Fund
-2.28%
-$4,755.9 
BA Boeing Company
-2.15%
-$5,569.19 
APLD Applied Digital Corporation
-2.07%
-$5,752.44 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$63,736.17 
CBRL Cracker Barrel Old Country Store, Inc.
-1.21%
-$6,638.51 
TJX The TJX Companies, Inc.
-1.21%
-$11,573.7 
NEE NextEra Energy, Inc.
-1.15%
-$2,388.65 
XOM Exxon Mobil Corporation
-0.97%
-$2,761.65 
O Realty Income Corporation
-0.87%
-$3,697.68 
D Dominion Energy, Inc.
-0.8%
-$2,016 
KMB Kimberly-Clark Corporation
-0.8%
-$2,464 
CVS CVS Health Corporation
-0.75%
-$2,192.25 
ED Consolidated Edison, Inc.
-0.74%
-$2,743.47 
MA Mastercard Incorporated
-0.74%
-$5,227.5 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$2,451 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$3,894.3 
PDI Pimco Dynamic Income Fund
-0.68%
-$12,162.7 
DUK Duke Energy Corporation
-0.67%
-$3,726.24 
GS The Goldman Sachs Group, Inc.
-0.63%
-$14,463.34 
EVN Eaton Vance Municipal Income Trust
-0.57%
-$2,688.36 
SBUX Starbucks Corporation
-0.57%
-$3,405 
COF Capital One Financial Corporation
-0.54%
-$4,640.93 
LLY Eli Lilly and Company
-0.53%
-$20,032.84 
ALL Allstate Corporation
-0.49%
-$1,170.01 
SPG Simon Property Group, Inc.
-0.46%
-$7,602.35 
QSR Restaurant Brands International Inc.
-0.43%
-$1,484.81 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$552.5 
COST Costco Wholesale Corporation
-0.24%
-$649.79 
BKNG Booking Holdings Inc.
-0.18%
-$1,020.06 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$381.92 
HOOD Robinhood Markets, Inc.
-0.05%
-$675.28 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$139.08 
V Visa Inc. Class A
-0.04%
-$931.91 
UBER Uber Technologies, Inc.
-0.01%
-$77.34 Events
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Dividends
Dividend Analysis
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| Trades 263 | Longs Won 138/263 52% | Profit Factor 1.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $286,674.98 |
| Average Win $104,738.02 | Best Trade (Aug 17) $2.89M | Sharpe Ratio -11.63 |
| Average Loss -$84,157.06 | Worst Trade (Aug 25) -$3.36M | Z-Score 1.9 (94.23%) |
| Commissions $0 | Avg. Trade Length 6m 1d | Expectancy $14,958.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.73% |
| Consecutive Losing Trades | 1,117 | 1,006 | 894 | 782 | 670 | 559 | 447 | 335 | 223 | 112 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3374 3374OU869 | 8,010 | $206,258 | $206,258 | - | - | - | 0.0 |
| 6393 63938E104 | 16,650 | $275,225 | $275,225 | - | - | - | 0.0 |
| AAPL Apple Inc. | 18,289 | $4.96M | $5.65M | - | $686,277.61 | 13.83% | -7.354% |
| ABBV AbbVie Inc. | 13,054 | $3.01M | $3.28M | - | $268,650.15 | 8.93% | -2.513% |
| ABT Abbott Laboratories | 8,900 | $1.19M | $940,730 | - | -$251,336.19 | -21.08% | +0.085% |
| ALL Allstate Corporation | 900 | $218,808 | $237,671.99 | - | $18,863.99 | 8.62% | -0.49% |
| AMKR Amkor Technology Inc. | 2,695 | $215,573 | $134,399.65 | - | -$81,173.35 | -37.65% | +3.336% |
| AMLP Alerian MLP ETF | 12,883 | $631,093.95 | $712,687.56 | - | $81,593.61 | 12.93% | +0.894% |
| AMZN Amazon.com Inc | 37,435 | $8.23M | $10.17M | - | $1.93M | 23.47% | +15.321% |
| APLD Applied Digital Corporation | 9,918 | $235,452.99 | $271,654.02 | - | $36,201.03 | 15.38% | -2.074% |
| APP AppLovin Corporation Class A Common Stock | 7,997 | $5.75M | $3.17M | - | -$2.58M | -44.9% | -1.973% |
| ARKK ARK Innovation ETF Fund | 2,865 | $234,500 | $204,102.6 | - | -$30,397.4 | -12.96% | -2.277% |
| AVGO Broadcom Inc. | 4,940 | $1.63M | $1.92M | - | $293,287.52 | 18% | +0.371% |
| BA Boeing Company | 1,170 | $232,865.15 | $252,883.8 | - | $20,018.65 | 8.6% | -2.155% |
| BKNG Booking Holdings Inc. | 3,000 | $647,913 | $578,699.97 | - | -$69,213.03 | -10.68% | -0.176% |
| CAT Caterpillar Inc. | 835 | $415,171.51 | $680,366.35 | - | $265,194.84 | 63.88% | +0.701% |
| CBRL Cracker Barrel Old Country Store, Inc. | 9,621 | $530,117 | $542,528.19 | - | $12,411.19 | 2.34% | -1.209% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 12,900 | $352,428 | $348,300 | - | -$4,128 | -1.17% | -0.699% |
| CMI Cummins Inc. | 765 | $323,112.76 | $485,163.01 | - | $162,050.25 | 50.15% | +0.193% |
| COF Capital One Financial Corporation | 4,107 | $841,196 | $858,404.05 | - | $17,208.05 | 2.05% | -0.538% |
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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 - $828,765.87, Arm Holdings plc American Depositary Receipt - $572,261.58, GE Vernova Inc - $484,843.06, Caterpillar Inc - $294,413.7, 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: Robinhood Markets, Inc - $569,541.01, AppLovin Corporation Class A Common Stock - $320,459.61, CoreWeave, Inc - $298,367.11, Oracle Corporation - $260,665.83, and Netflix, Inc - $186,788.2. 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 $1.23M earned over time. The largest contributors to dividend income include AbbVie Inc - $123,215.77, Pimco Dynamic Income Fund - $102,223.81, Nasdaq 100 Core Premium Income ETF - $101,430.19, S&P 500 Core Premium Income Fund - $95,065.58, and YieldMax NVDA Option Income Strategy ETF - $51,425.86. 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.
