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
Automatically Tracked
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.
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.
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:
30.36%
Gain +0.27%
Monthly
0.87%
Yearly
10.99%
Drawdown
13.29%
$146.14M
Equity
Holdings
$146.14M
Investment
$125.96M
$28.51M
Profit +$325,250.42
Realized
$8.33M
Unrealized
$20.18M
Dividends
$7.17M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$325,250.42
Win %
75%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$726,611.95
Win %
75%
This Month
Compared to last month
Gain
0.37%
Profit
$543,680.47
Win %
75%
This Year
Compared to last year
Gain
0.37%
Profit
$543,482.83
Win %
79%
LLY Eli Lilly and Company
+4.8%
+$54,267.41 
MRK Merck & Co., Inc.
+1.87%
+$5,964.75 
ABBV AbbVie Inc.
+1.31%
+$5,516.76 
IDLV Invesco S&P International Developed Low Volatility ETF
+1.23%
+$2,994.66 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$57,903.56 
IJR iShares Core S&P Small-Cap ETF
+0.94%
+$35,942.25 
BITB Bitwise Bitcoin ETF
+0.93%
+$2,552.66 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.92%
+$9,206.75 
RVT Royce Small-Cap Trust, Inc.
+0.92%
+$6,129.9 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$34,596.9 
MSFT Microsoft Corp.
+0.87%
+$6,517.01 
EUSA iShares MSCI USA Equal Weighted ETF
+0.75%
+$6,591 
BAB Invesco Taxable Municipal Bond ETF
+0.7%
+$1,839.42 
MBB iShares MBS ETF
+0.65%
+$2,241.72 
VOOV Vanguard S&P 500 Value ETF
+0.63%
+$33,041.58 
GOOGL Alphabet Inc
+0.58%
+$3,739 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$30,598 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.53%
+$8,560.25 
IEFA iShares Core MSCI EAFE ETF
+0.45%
+$1,366.97 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$9,334.55 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$839.99 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.3%
+$23,189.04 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.29%
+$15,202.14 
EQTY Kovitz Core Equity ETF
+0.24%
+$7,997.85 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$985.49 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.16%
+$10,478.9 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.14%
+$18,264.26 
VOO Vanguard S&P 500 ETF
+0.12%
+$14,996.7 
IBTI iShares iBonds Dec 2028 Term ETF
+0.11%
+$20,686.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.11%
+$1,229.1 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$787.1 
IVV iShares Core S&P 500 ETF
+0.09%
+$3,006.76 
AAPL Apple Inc.
+0.06%
+$1,025.85 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$2,029.38 
SPHQ Invesco S&P 500 Quality ETF
+0.02%
+$528.14 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$1,194.11 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$14.86 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
CEG Constellation Energy Corporation
-2.46%
-$8,434.89 
SMH VanEck Semiconductor ETF
-1.81%
-$4,603.5 
PM Philip Morris International Inc.
-1.71%
-$5,153.28 
NVDA NVIDIA Corporation
-1.59%
-$10,180.52 
SPMO Invesco S&P 500 Momentum ETF
-1.16%
-$51,668.09 
QVMT Invesco S&P 500 Concentrated QVM ETF
-0.93%
-$2,857.13 
IEMG iShares Core MSCI Emerging Markets ETF
-0.88%
-$2,474.2 
JPM JPMorgan Chase & Co.
-0.38%
-$4,450.56 
SPEM SPDR Portfolio Emerging Markets ETF
-0.32%
-$25,785.21 
AMZN Amazon.com Inc
-0.07%
-$298.87 Events
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Dividends
Dividend Analysis
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| Trades 398 | Longs Won 308/398 77% | Profit Factor 35.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,638.47 |
| Average Win $95,247.72 | Best Trade (Oct 14) $1.96M | Sharpe Ratio -10.54 |
| Average Loss -$9,191.49 | Worst Trade (Oct 14) -$134,429.44 | Z-Score 6.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 6d | Expectancy $71,630.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,129 | $907,882.59 | $1.76M | - | $852,185.05 | 93.87% | +0.058% |
| ABBV AbbVie Inc. | 1,487 | $270,399.83 | $427,051.53 | - | $156,651.7 | 57.93% | +1.309% |
| AMZN Amazon.com Inc | 1,573 | $307,335.61 | $399,368.97 | - | $92,033.36 | 29.95% | -0.075% |
| BAB Invesco Taxable Municipal Bond ETF | 10,219 | $274,019.48 | $262,730.49 | - | -$11,288.99 | -4.12% | +0.705% |
| BITB Bitwise Bitcoin ETF | 6,226 | $282,408 | $278,426.72 | - | -$3,981.28 | -1.41% | +0.925% |
| BRK-B Berkshire Hathaway Inc. | 448 | $206,042.71 | $236,644.79 | - | $30,602.08 | 14.85% | +0.356% |
| CEG Constellation Energy Corporation | 1,226 | $226,626 | $334,281.16 | - | $107,655.16 | 47.5% | -2.461% |
| EQTY Kovitz Core Equity ETF | 114,255 | $2.91M | $3.36M | - | $452,449.55 | 15.56% | +0.239% |
| EUSA iShares MSCI USA Equal Weighted ETF | 7,800 | $742,037.98 | $888,069 | - | $146,031.02 | 19.68% | +0.748% |
| GOOGL Alphabet Inc | 1,851 | $306,622.06 | $647,220.66 | - | $340,598.6 | 111.08% | +0.581% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 165,636 | $6.11M | $7.69M | - | $1.58M | 25.82% | +0.302% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 238,821 | $5.79M | $5.78M | - | -$6,590.2 | -0.11% | +0.021% |
| IBHF iShares iBonds 2026 Term High Yield and Income ETF | 299,397 | $6.88M | $6.74M | - | -$145,886.62 | -2.12% | +0.156% |
| IBHI iShares iBonds 2029 Term High Yield and Income ETF | 233,879 | $5.5M | $5.34M | - | -$161,463.59 | -2.94% | +0.286% |
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | 128,690 | $2.95M | $2.94M | - | -$8,146.92 | -0.28% | 0.0 |
| IBTH iShares iBonds Dec 2027 Term | 382,901 | $8.6M | $8.53M | - | -$66,418.85 | -0.77% | +0.024% |
| IBTI iShares iBonds Dec 2028 Term ETF | 827,443 | $18.16M | $18.13M | - | -$23,249.99 | -0.13% | +0.114% |
| IDLV Invesco S&P International Developed Low Volatility ETF | 7,093 | $240,703.81 | $246,871.86 | - | $6,168.05 | 2.56% | +1.228% |
| IEFA iShares Core MSCI EAFE ETF | 3,179 | $267,462.51 | $306,137.7 | - | $38,675.19 | 14.46% | +0.449% |
| IEMG iShares Core MSCI Emerging Markets ETF | 3,560 | $215,602.43 | $277,484.2 | - | $61,881.77 | 28.7% | -0.884% |
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FAQ
Which stocks have generated the highest profits for Dino Efthimiou?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $2.28M, State Street SPDR Portfolio S&P 500 ETF - $1.27M, Eli Lilly and Company - $1.24M, Invesco S&P 500 Concentrated QVM ETF - $1.16M, and iShares iBonds Dec 2025 Term Treasury ETF - $957,758.38. 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: Merck & Co., Inc - $81,071.88, Blend Labs Inc - $13,683, iShares Preferred and Income Securities ETF - $3,289.31, Global X U.S. Preferred ETF - $1,084.37, and Meta Platforms Inc Class A - $749.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dino Efthimiou's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.17M earned over time. The largest contributors to dividend income include iShares iBonds Dec 2025 Term Treasury ETF - $904,806.52, iShares iBonds Dec 2026 Term Treasury ETF - $777,899.63, iShares iBonds Dec 2024 Term Fund - $532,109.85, SPDR Portfolio Developed World ex-US ETF - $512,375.36, and Vanguard S&P 500 ETF - $420,425.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dino Efthimiou's monthly returns?
Dino Efthimiou's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Dino Efthimiou's strategy be considered aggressive or moderate?
Dino 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 Dino Efthimiou's strategy?
Dino 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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