Devang Patel Portfolio
Invests via Virtus Wealth Solutions LLC | Managed by Devang Patel, Hirbod Azmi, Dorota Warchol
Invests via Virtus Wealth Solutions LLC
Managed by Devang Patel, Hirbod Azmi, Dorota Warchol
Automatically Tracked
Operator-turned-investor with hands-on experience building and scaling technology businesses across product, go-to-market and corporate finance functions. Devang Patel is active in early-stage venture and growth equity, advising founders on capital strategy, KPI-driven scaling and M&A readiness. Known for pragmatic diligence, portfolio support and board-level operational guidance, the profile suits LPs and syndicates seeking founder-friendly, operationally oriented investment partners.
Operator-turned-investor with hands-on experience building and scaling technology businesses across product, go-to-market and corporate finance functions. Devang Patel is active in early-stage venture and growth equity, advising founders on capital strategy, KPI-driven scaling and M&A readiness. Known for pragmatic diligence, portfolio support and board-level operational guidance, the profile suits LPs and syndicates seeking founder-friendly, operationally oriented investment partners.
Investment Philosophy & Strategy
Combines operator-first sensibility with an early-stage and growth-equity investment stance focused on software and scalable technology businesses. Prefers KPI-driven underwriting, unit-economics clarity and staged capital deployment tied to measurable go-to-market and retention milestones. Emphasizes active board-level partnership, hands-on operational support for product, GTM and finance, and pragmatic exit readiness through M&A positioning. Time horizon is multi-year growth realization with disciplined downside protection via covenanted terms and tranche-based capital sizing.
Combines operator-first sensibility with an early-stage and growth-equity investment stance focused on software and scalable technology businesses. Prefers KPI-driven underwriting, unit-economics clarity and staged capital deployment tied to measurable go-to-market and retention milestones. Emphasizes active board-level partnership, hands-on operational support for product, GTM and finance, and pragmatic exit readiness through M&A positioning. Time horizon is multi-year growth realization with disciplined downside protection via covenanted terms and tranche-based capital sizing.
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:
10.95%
Gain
Monthly
0.56%
Yearly
6.97%
Drawdown
38.38%
$638.57M
Equity
Holdings
$638.57M
Investment
$483.41M
$205.5M
Profit -$17.97M
Realized
$50.34M
Unrealized
$155.16M
Dividends
$3.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$17.97M
Win %
81%
This Week
Compared To Last Week
Gain
-11.46%
Profit
-$82.65M
Win %
81%
This Month
Compared to last month
Gain
-14.16%
Profit
-$105.3M
Win %
81%
This Year
Compared to last year
Gain
21.57%
Profit
$113.31M
Win %
83%
XOM Exxon Mobil Corporation
+2.23%
+$9,020.42 
SPLV Invesco S&P 500 Low Volatility ETF
+1.36%
+$14,996.1 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
+1.28%
+$129,962.15 
FVD First Trust Value Line Dividend Index Fund
+1.14%
+$10,372.86 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.05%
+$10,959.6 
FTCS First Trust Capital Strength ETF
+0.58%
+$60,735.21 
DVLU First Trust Dorsey Wright Momentum and Dividend ETF
+0.43%
+$52,513 
AAPL Apple Inc.
+0.19%
+$3,702.58 
FIGB Fidelity Investment Grade Bond ETF
+0.18%
+$589.39 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$11,107.97 
FCOR Fidelity Corporate Bond ETF
+0.12%
+$613.15 
FTSL First Trust Senior Loan ETF
+0.07%
+$291.21 
FLDR Fidelity Low Duration Bond ETF
+0.06%
+$255.64 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$2,874.85 
AAOI Applied Optoelectronics, Inc.
-8.42%
-$22,788 
AMAT Applied Materials, Inc.
-8.18%
-$146,752 
COHR Coherent Corp.
-7.81%
-$193,542.24 
TER Teradyne, Inc.
-7.62%
-$1.28M 
CIEN Ciena Corporation
-7.57%
-$1.86M 
LITE Lumentum Holdings Inc.
-7.54%
-$424,243.1 
GLW Corning Incorporated
-7.07%
-$183,739.8 
VRT Vertiv Holdings Co
-6.19%
-$811,346.55 
SNDK SanDisk Corporation
-5.61%
-$3.37M 
MU Micron Technology, Inc.
-5.41%
-$1.35M 
DELL Dell Technologies Inc.
-5.41%
-$1.37M 
VIAV Viavi Solutions Inc.
-5.31%
-$692,250.44 
GEV GE Vernova Inc.
-4.74%
-$1.3M 
NVDA NVIDIA Corporation
-4.32%
-$1.07M 
AVGO Broadcom Inc.
-4.27%
-$648,341.74 
DWUS Advisorshares Dorsey Wright FSM Core ETF
-4.21%
-$4.07M 
META Meta Platforms Inc Class A
-3.91%
-$10,530 
GOOGL Alphabet Inc
-3.67%
-$530,005.14 
PLTR Palantir Technologies Inc.
-3.63%
-$10,492 
KEYS Keysight Technologies, Inc.
-3.33%
-$168,076.55 
PWR Quanta Services Inc.
-3.1%
-$574,711.92 
FN Fabrinet
-2.91%
-$97,351 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$1.3M 
FV First Trust Dorsey Wright Focus 5 ETF
-2.46%
-$9,653.8 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.21%
-$177,271.35 
IFV First Trust Dorsey Wright Focus 5 International Fund
-1.79%
-$40,902.68 
MSFT Microsoft Corp.
-1.49%
-$44,918.2 
SINT Sintx Technologies Inc.
-1.3%
-$200 
VOO Vanguard S&P 500 ETF
-1.3%
-$35,576.25 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$189,596.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$8,654.5 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.15%
-$58,327.43 
DWAW AdvisorShares Dorsey Wright FSM All Cap World ETF
-0.9%
-$699,630.59 
CGBL Capital Group Core Balanced ETF
-0.79%
-$2,277.4 
RDVY First Trust Rising Dividend Achievers ETF
-0.78%
-$79,040.43 
CFG Citizens Financial Group, Inc.
-0.73%
-$3,411.72 
JPM JPMorgan Chase & Co.
-0.69%
-$29,198.95 
BUFR FT Vestladder Buffer ETF-USD I
-0.64%
-$1,549.59 
FTI TechnipFMC plc
-0.57%
-$12,391.84 
MOAT VanEck Morningstar Wide Moat Fund
-0.03%
-$7,441.95 Events
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Dividends
Dividend Analysis
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| Trades 277 | Longs Won 200/277 72% | Profit Factor 27.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.84M |
| Average Win $1.07M | Best Trade (Jul 13) $51.62M | Sharpe Ratio -11.09 |
| Average Loss -$99,686.47 | Worst Trade (Mar 31) -$2.12M | Z-Score 3.95 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 4d | Expectancy $741,875.63 |
| 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 | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
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