Dino Efthimiou Portfolio

Invests via Delta Wealth Advisors LLC | Managed by Dino Nikolas Efthimiou, Nicholas Gerald-Christ Finnigan

Invests via Delta Wealth Advisors LLC

Managed by Dino Nikolas Efthimiou, Nicholas Gerald-Christ Finnigan

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Dino Efthimiou Profile

Dino Efthimiou is a seasoned entrepreneur and business strategist with an extensive background in technology innovation and startup development. With over a decade of experience, he has successfully launched several companies that harness cutting-edge technologies to solve complex industry challenges. His leadership is characterized by a strong emphasis on scaling operations and driving market adoption for transformative solutions. As an advocate for entrepreneurial growth, he actively engages with emerging businesses, providing mentorship and strategic insights to cultivate their potential. Dino’s keen understanding of market dynamics makes him a prominent figure within the tech landscape.

Investment Philosophy & Strategy

Innovation serves as the cornerstone of Dino Efthimiou's investment philosophy. With a robust background in launching and scaling technology-driven startups, he actively seeks opportunities at the intersection of creativity and market demand. His strategic insights stem from both personal entrepreneurial endeavors and an acute awareness of industry shifts, allowing for nuanced decision-making that emphasizes growth potential. Positioned as a mentor within the tech ecosystem, he champions emerging businesses that challenge traditional paradigms while harnessing advanced technologies to solve pressing problems.

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:

23.3%

Gain +0.56%

Monthly

0.79%

Yearly

9.94%

Drawdown

12.53%

$144.09M

Equity

Holdings

$144.09M

Investment

$120.96M

$28.78M

Profit +$865,259.09

Realized

$5.65M

Unrealized

$23.13M

Dividends

$5.97M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.56%

Profit

$865,259.09

Win %

84%

This Week

Compared To Last Week

Gain

0.77%

Profit

$1.11M

Win %

84%

This Month

Compared to last month

Gain

0.82%

Profit

$1.18M

Win %

84%

This Year

Compared to last year

Gain

5.43%

Profit

$8.08M

Win %

85%

Gainers
Losers

DNN Denison Mines Corp.

+8.17%

+$3,021.25

NVDA NVIDIA Corporation

+3.54%

+$20,683.74

SPMO Invesco S&P 500 Momentum ETF

+3.52%

+$185,970.56

CEG Constellation Energy Corporation

+3.38%

+$10,531.36

AMZN Amazon.com Inc

+3.13%

+$13,154.68

GOOGL Alphabet Inc

+2.69%

+$16,622.76

MSFT Microsoft Corp.

+2.31%

+$11,698.97

IEMG iShares Core MSCI Emerging Markets ETF

+2.23%

+$9,034.4

SPEM SPDR Portfolio Emerging Markets ETF

+2.03%

+$143,000.36

AAPL Apple Inc.

+1.82%

+$27,153.62

SPY SPDR S&P 500 ETF Trust

+1.76%

+$20,287.08

SPYM State Street SPDR Portfolio S&P 500 ETF

+1.76%

+$17,137.55

VOO Vanguard S&P 500 ETF

+1.74%

+$235,212.32

SPHQ Invesco S&P 500 Quality ETF

+1.58%

+$27,873.24

IVV iShares Core S&P 500 ETF

+1.5%

+$53,751.95

BRK-B Berkshire Hathaway Inc.

+1.28%

+$3,122.46

SPDW SPDR Portfolio Developed World ex-US ETF

+1.24%

+$150,592.46

QUAL iShares MSCI USA Quality Factor ETF

+1.06%

+$32,421.82

RVT Royce Small-Cap Trust, Inc.

+0.89%

+$6,538.56

EQTY Kovitz Core Equity ETF

+0.78%

+$24,587.68

QVMT Invesco S&P 500 Concentrated QVM ETF

+0.77%

+$4,241.26

RSP Invesco S&P 500 Equal Weight ETF

+0.58%

+$35,338.19

HEFA iShares Currency Hedged MSCI EAFE ETF

+0.52%

+$38,869.92

EUSA iShares MSCI USA Equal Weighted ETF

+0.42%

+$3,797.76

VOOV Vanguard S&P 500 Value ETF

+0.42%

+$20,908.04

SPMD SPDR Portfolio S&P 400 Mid Cap ETF

+0.39%

+$5,765.76

USMV iShares MSCI USA Min Vol Factor ETF

+0.3%

+$10,642.71

IBHI iShares iBonds 2029 Term High Yield and Income ETF

+0.21%

+$10,920.4

BAB Invesco Taxable Municipal Bond ETF

+0.19%

+$590.3

SHYG iShares 0-5 Year High Yield Corporate Bond ETF

+0.17%

+$793.38

IJH iShares Core S&P Mid-Cap ETF

+0.16%

+$10,018.8

MBB iShares MBS ETF

+0.15%

+$775.6

SPSM SPDR Portfolio S&P 600 Small Cap ETF

+0.07%

+$725.36

IBTH iShares iBonds Dec 2027 Term

+0.07%

+$5,593.8

IBHF iShares iBonds 2026 Term High Yield and Income ETF

+0.04%

+$2,834.64

IBTI iShares iBonds Dec 2028 Term ETF

+0.02%

+$267.45

IBDR iShares iBonds Dec 2026 Term Corporate ETF

MRK Merck & Co., Inc.

-3.49%

-$9,001.36

ABBV AbbVie Inc.

-2.7%

-$9,130.18

PM Philip Morris International Inc.

-1.35%

-$3,645.36

IEFA iShares Core MSCI EAFE ETF

-1.01%

-$4,847.04

JPM JPMorgan Chase & Co.

-0.41%

-$2,344.34

LLY Eli Lilly and Company

-0.32%

-$17,341.25

IDLV Invesco S&P International Developed Low Volatility ETF

-0.28%

-$659.55

IJR iShares Core S&P Small-Cap ETF

-0.2%

-$8,419.32

IBTG iShares iBonds Dec 2026 Term Treasury ETF

-0.02%

-$3,079.63

Events

Dividends

Dividend Analysis

No Data

Trades 327	Longs Won 259/327 79%	Profit Factor 62.67
Profitability	Shorts Won 0/0 0%	Standard Deviation $261,336.22
Average Win $112,917.74	Best Trade (Jun 15) $2.5M	Sharpe Ratio -11.48
Average Loss -$6,862.34	Worst Trade (Mar 30) -$96,013.37	Z-Score 9.06 (100%)
Commissions $0	Avg. Trade Length 12m 2d	Expectancy $88,009.34

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	20,833	18,750	16,667	14,583	12,500	10,417	8,333	6,250	4,167	2,083