Deirdre A. Dillon Portfolio

Invests via Virtus Fixed Income Advisers LLC | Managed by Deirdre A. Dillon

Invests via Virtus Fixed Income Advisers LLC

Managed by Deirdre A. Dillon

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 04:30 PM

Veteran investor and corporate finance executive with experience in investment management, capital markets and strategic M&A. Deirdre A. Dillon combines board-level governance and operating experience to support growth-stage and middle-market companies, advising on capital structure, fundraising and exit planning. Known for sector-agnostic deal sourcing, portfolio oversight and operational value creation, often working with PE sponsors, family offices and corporate investors.

Investment Philosophy & Strategy

Prioritizes disciplined, value-oriented investments in growth-stage and middle-market companies, blending capital-markets rigor with hands-on operational governance. Focuses on optimizing capital structure, enabling scalable fundraising, and driving EBITDA expansion through strategic M&A and board-level oversight. Employs a sector-agnostic sourcing approach, partners with private equity, family offices and corporates, and favors multi-year holds that balance active value creation with clear exit pathways.

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:

0.06%

Gain

Monthly

Yearly

0.05%

Drawdown

1.77%

$123.97M

Equity

Holdings

$123.97M

Investment

$124.07M

-$46,882.73

Profit +$774,776.56

Realized

$57,492.94

Unrealized

-$104,375.67

Dividends

$6.27M

Goals

Avg. 62% completed goals

Yearly

Gain > 5%

2026

24%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$774,776.56

Win %

40%

This Week

Compared To Last Week

Gain

0.79%

Profit

$974,409.61

Win %

40%

This Month

Compared to last month

Gain

0.25%

Profit

$307,724.91

Win %

40%

This Year

Compared to last year

Gain

1.19%

Profit

$1.45M

Win %

38%

Gainers
Losers

SPTL SPDR Portfolio Long Term Treasury ETF

+0.37%

+$13.87

SPMB SPDR Portfolio Mortgage Backed Bond ETF

+0.11%

+$5.28

SEIX Virtus Seix Senior Loan ETF

+0.11%

+$9,669.15

JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF

+0.1%

+$0.75

SPBO SPDR Portfolio Corporate Bond ETF

+0.09%

+$5.97

VABS Virtus Newfleet ABS/MBS ETF

+0.08%

+$53,611.92

SPSB SPDR Portfolio Short Term Corporate Bond ETF

+0.05%

+$0.92

SPTS SPDR Portfolio Short Term Treasury ETF

+0.04%

+$0.1

BKLN Invesco Senior Loan ETF

+0.02%

+$116.67

12685JAG0

387328AF4

55024UAH2

81180WBL4

958102AT2

974637AF7

SDCP Virtus Newfleet Short Duration Core Plus Bond ETF

VSHY Virtus Newfleet Short Duration High Yield Bond ETF

EMLC VanEck J.P. Morgan EM Local Currency Bond ETF

-0.33%

-$1.78

PCLO Virtus Seix AAA Private Credit CLO ETF

-0.08%

-$960

VEMY Virtus Stone Harbor Emerging Markets High Yield Bond ETF

-0.05%

-$0.93

HYG iShares iBoxx $ High Yield Corporate Bond ETF

-0.05%

-$517.12

NFLT Virtus Newfleet Multi-Sector Bond ETF

-0.04%

-$1.81

JNK SPDR Bloomberg High Yield Bond ETF

-0.03%

-$1,525.3

Events

Dividends

Dividend Analysis

No Data

Trades 72	Longs Won 24/72 33%	Profit Factor 0.96
Profitability	Shorts Won 0/0 0%	Standard Deviation $105,805.79
Average Win $42,821.61	Best Trade (Jul 10) $687,892.77	Sharpe Ratio -9.03
Average Loss -$22,387.53	Worst Trade (Jul 14) -$521,257.33	Z-Score -2.27 (100%)
Commissions $0	Avg. Trade Length 7m 1w 1d	Expectancy -$651.15

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	5.47P%	400.22B%	1.52B%	29.3M%	1.37M%	111,611.75%	13,427.94%	2,144.51%	425.21%
Consecutive Losing Trades	5,525	4,972	4,420	3,867	3,315	2,762	2,210	1,657	1,105	552