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:
45.71%
Gain -2.58%
Monthly
1.77%
Yearly
23.42%
Drawdown
25.62%
$623.5M
Equity
Holdings
$623.5M
Investment
$544.14M
$179.28M
Profit -$16.12M
Realized
$99.92M
Unrealized
$79.36M
Dividends
$4.36M
Goals
Avg. 12.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.58%
Profit
-$16.12M
Win %
67%
This Week
Compared To Last Week
Gain
-8.46%
Profit
-$57.63M
Win %
67%
This Month
Compared to last month
Gain
-8.17%
Profit
-$55.48M
Win %
67%
This Year
Compared to last year
Gain
-14.96%
Profit
-$109.71M
Win %
72%
FTCS First Trust Capital Strength ETF
+1.53%
+$158,221.83 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.29%
+$13,259.52 
CFG Citizens Financial Group, Inc.
+1.25%
+$2,504.15 
FVD First Trust Value Line Dividend Index Fund
+1.15%
+$9,418.35 
MSFT Microsoft Corp.
+1.09%
+$38,900.24 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.85%
+$1,783.42 
FCOR Fidelity Corporate Bond ETF
+0.7%
+$1,943.89 
SPLV Invesco S&P 500 Low Volatility ETF
+0.62%
+$6,530.61 
RDVY First Trust Rising Dividend Achievers ETF
+0.59%
+$54,589.61 
FIGB Fidelity Investment Grade Bond ETF
+0.46%
+$1,420.63 
CGBL Capital Group Core Balanced ETF
+0.45%
+$1,277.92 
DVLU First Trust Dorsey Wright Momentum and Dividend ETF
+0.41%
+$46,361.21 
FV First Trust Dorsey Wright Focus 5 ETF
+0.38%
+$1,266.13 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
+0.25%
+$23,027.84 
AAPL Apple Inc.
+0.23%
+$8,292.9 
FLDR Fidelity Low Duration Bond ETF
+0.23%
+$924.37 
FTSL First Trust Senior Loan ETF
+0.07%
+$295.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$229.73 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$651.78 
GOOGL Alphabet Inc
0%
-$0.93 
MXL MaxLinear Inc.
-8.49%
-$108,779.4 
DELL Dell Technologies Inc.
-8.4%
-$4.86M 
VIAV Viavi Solutions Inc.
-8.28%
-$1.28M 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-8.27%
-$7,293.72 
TTMI TTM Technologies, Inc.
-7.93%
-$139,614.93 
AAOI Applied Optoelectronics, Inc.
-7.02%
-$24,593.25 
TER Teradyne, Inc.
-6.5%
-$1.21M 
FLEX Flex Ltd.
-6.26%
-$177,698.88 
LITE Lumentum Holdings Inc.
-5.95%
-$172,276.98 
STX Seagate Technology Holdings plc
-5.77%
-$40,799.45 
NBIS Nebius Group N.V.
-5.55%
-$999,902.15 
CLS Celestica Inc.
-5.47%
-$16,879.63 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.82%
-$1.61M 
INTC Intel Corporation
-4.41%
-$718,153.28 
BE Bloom Energy Corporation
-4.25%
-$246,114 
GLW Corning Incorporated
-4.24%
-$594,711 
SNDK SanDisk Corporation
-3.87%
-$1.4M 
GEV GE Vernova Inc.
-2.94%
-$479,652.34 
NVDA NVIDIA Corporation
-2.25%
-$721,813.48 
SINT Sintx Technologies Inc.
-1.1%
-$200 
XOM Exxon Mobil Corporation
-1.08%
-$6,998.38 
QQQ Invesco QQQ Trust, Series 1
-0.84%
-$413,336.07 
DWUS Advisorshares Dorsey Wright FSM Core ETF
-0.67%
-$602,505.6 
MU Micron Technology, Inc.
-0.62%
-$218,458.89 
DWAW AdvisorShares Dorsey Wright FSM All Cap World ETF
-0.55%
-$405,330.2 
AMZN Amazon.com Inc
-0.53%
-$1,451.25 
META Meta Platforms Inc Class A
-0.49%
-$1,499.11 
JPM JPMorgan Chase & Co.
-0.4%
-$16,436.25 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.09%
-$4,170.64 
GOOG Alphabet Inc
-0.05%
-$122.73 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$4,942.35 
VOO Vanguard S&P 500 ETF
-0.04%
-$751.75 
BUFR FT Vestladder Buffer ETF-USD I
-0.03%
-$67.26 Events
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Dividends
Dividend Analysis
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| Trades 328 | Longs Won 230/328 70% | Profit Factor 3.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.29M |
| Average Win $1.13M | Best Trade (Jun 30) $23.74M | Sharpe Ratio -10.25 |
| Average Loss -$829,316.1 | Worst Trade (Oct 15) -$21.92M | Z-Score 3.71 (99.98%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $546,584.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.13% |
| Consecutive Losing Trades | 752 | 677 | 602 | 526 | 451 | 376 | 301 | 226 | 150 | 75 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 4,065 | $430,631.27 | $325,891.05 | - | -$104,740.22 | -24.32% | -7.017% |
| AAPL Apple Inc. | 10,366 | $2.75M | $3.56M | - | $812,370.28 | 29.53% | +0.233% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 111,136 | $53.68M | $31.76M | - | -$21.92M | -40.83% | -4.822% |
| AMZN Amazon.com Inc | 1,075 | $256,293 | $271,684.75 | - | $15,391.75 | 6.01% | -0.531% |
| BE Bloom Energy Corporation | 24,200 | $7.33M | $5.55M | - | -$1.78M | -24.29% | -4.249% |
| BUFR FT Vestladder Buffer ETF-USD I | 6,594 | $225,910 | $248,790.3 | - | $22,880.3 | 10.13% | -0.027% |
| CFG Citizens Financial Group, Inc. | 3,190 | $191,298.51 | $202,102.45 | - | $10,803.94 | 5.65% | +1.255% |
| CGBL Capital Group Core Balanced ETF | 7,745 | $266,593.97 | $286,448.82 | - | $19,854.85 | 7.45% | +0.448% |
| CLS Celestica Inc. | 955 | $348,384 | $291,890.97 | - | -$56,493.03 | -16.22% | -5.467% |
| DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF | 209,344 | $7.91M | $9.29M | - | $1.38M | 17.47% | +0.249% |
| DELL Dell Technologies Inc. | 114,019 | $31.89M | $53.05M | - | $21.17M | 66.38% | -8.397% |
| DVLU First Trust Dorsey Wright Momentum and Dividend ETF | 288,316 | $8.41M | $11.28M | - | $2.87M | 34.14% | +0.413% |
| DWAW AdvisorShares Dorsey Wright FSM All Cap World ETF | 1.47M | $59.22M | $73.16M | - | $13.94M | 23.54% | -0.551% |
| DWUS Advisorshares Dorsey Wright FSM Core ETF | 1.51M | $72.44M | $88.82M | - | $16.39M | 22.62% | -0.674% |
| FCOR Fidelity Corporate Bond ETF | 6,175 | $292,380.88 | $279,295.25 | - | -$13,085.63 | -4.48% | +0.701% |
| FIGB Fidelity Investment Grade Bond ETF | 7,477 | $323,182.5 | $308,650.56 | - | -$14,531.94 | -4.5% | +0.462% |
| FLDR Fidelity Low Duration Bond ETF | 8,038 | $402,431.67 | $401,538.29 | - | -$893.38 | -0.22% | +0.231% |
| FLEX Flex Ltd. | 28,296 | $4.59M | $2.66M | - | -$1.92M | -41.96% | -6.258% |
| FTCS First Trust Capital Strength ETF | 105,834 | $9.29M | $10.48M | - | $1.18M | 12.75% | +1.533% |
| FTSL First Trust Senior Loan ETF | 9,848 | $454,820.82 | $439,122.32 | - | -$15,698.5 | -3.45% | +0.067% |
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FAQ
Which stocks have generated the highest profits for Devang Patel?
The largest contributions to the portfolio's profits come from the following stocks: SanDisk Corporation - $41.07M, Nebius Group N.V - $12.76M, Ciena Corporation - $11.38M, NVIDIA Corporation - $7.95M, and Quanta Services Inc - $5.03M. 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: Reddit Inc Class A - $3.03M, Deckers Outdoor Corporation - $2.57M, Robinhood Markets, Inc - $2.33M, Credo Technology Group Holding Ltd - $2.11M, and Amer Sports, Inc - $1.51M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Devang Patel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.36M earned over time. The largest contributors to dividend income include First Trust Enhanced Short Maturity Fund - $598,031.42, AdvisorShares Dorsey Wright FSM All Cap World ETF - $515,666.6, Invesco QQQ Trust, Series 1 - $477,520.62, VanEck Morningstar Wide Moat Fund - $368,216.74, and First Trust Dorsey Wright Momentum Plus Dividend ETF - $291,071.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Devang Patel's monthly returns?
Devang Patel's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Devang Patel's strategy be considered aggressive or moderate?
Devang Patel's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Devang Patel's strategy?
Devang Patel's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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