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Sasha Stewart Portfolio
Invests via Marmo Financial Group LLC | Managed by Scott A. Marmo, Sasha Stewart, Robert Tankesley
Invests via Marmo Financial Group LLC
Managed by Scott A. Marmo, Sasha Stewart, Robert Tankesley
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Sasha Stewart Profile
Sasha Stewart is an accomplished entrepreneur known for her innovative approach to launching sustainable consumer brands. With a keen focus on market trends and customer needs, she has successfully built multiple startups that emphasize eco-friendly products without compromising on quality. Her leadership style fosters creativity and resilience within teams, ensuring growth even in challenging environments. By leveraging data analytics and social engagement strategies, she captures significant market share while advocating for environmentally responsible practices. Sasha's reputation as a trailblazer in sustainability positions her prominently in the realms of entrepreneurship and investment opportunities targeting green initiatives.
Sasha Stewart is an accomplished entrepreneur known for her innovative approach to launching sustainable consumer brands. With a keen focus on market trends and customer needs, she has successfully built multiple startups that emphasize eco-friendly products without compromising on quality. Her leadership style fosters creativity and resilience within teams, ensuring growth even in challenging environments. By leveraging data analytics and social engagement strategies, she captures significant market share while advocating for environmentally responsible practices. Sasha's reputation as a trailblazer in sustainability positions her prominently in the realms of entrepreneurship and investment opportunities targeting green initiatives.
Investment Philosophy & Strategy
Innovation remains a core element in shaping future consumer markets. Sasha Stewart thrives on identifying emerging trends that align with sustainability, driving her strategic initiatives in the startup ecosystem. By meticulously analyzing data and listening to customer feedback, she uncovers unique opportunities for growth that emphasize eco-friendly products while ensuring competitive quality. Her entrepreneurial mindset not only prioritizes market share expansion but also embodies a commitment to social responsibility. With experience across various sectors, including sustainable fashion and clean technology, her investments reflect a desire to disrupt traditional practices and advocate for greener solutions.
Innovation remains a core element in shaping future consumer markets. Sasha Stewart thrives on identifying emerging trends that align with sustainability, driving her strategic initiatives in the startup ecosystem. By meticulously analyzing data and listening to customer feedback, she uncovers unique opportunities for growth that emphasize eco-friendly products while ensuring competitive quality. Her entrepreneurial mindset not only prioritizes market share expansion but also embodies a commitment to social responsibility. With experience across various sectors, including sustainable fashion and clean technology, her investments reflect a desire to disrupt traditional practices and advocate for greener solutions.
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:
76%
Gain +0.3%
Monthly
1.33%
Yearly
17.21%
Drawdown
19.52%
$227.27M
Equity
Holdings
$227.27M
Investment
$170.17M
$80.58M
Profit +$541,908.94
Realized
$23.48M
Unrealized
$57.1M
Dividends
$12.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$541,908.94
Win %
70%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$2.1M
Win %
70%
This Month
Compared to last month
Gain
0.59%
Profit
$1.33M
Win %
70%
This Year
Compared to last year
Gain
12.57%
Profit
$25.39M
Win %
69%
WMT Walmart Inc.
+2.69%
+$5,436.81 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
+2.2%
+$8,601.12 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.32%
+$263,629.53 
IAU iShares Gold Trust
+1.28%
+$14,128.84 
GLD SPDR Gold Shares
+1.25%
+$3,557.91 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.13%
+$80,348.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1%
+$3,315.3 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.94%
+$18,320.44 
JMUB JPMorgan Municipal Bond ETF
+0.89%
+$23,545.42 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.88%
+$120,122.73 
RWL Invesco S&P 500 Revenue ETF
+0.84%
+$2,047.36 
MGV Vanguard Mega Cap Value ETF
+0.81%
+$201,147.87 
MSFT Microsoft Corp.
+0.8%
+$4,862 
GD General Dynamics Corporation
+0.74%
+$2,269.93 
FCNCA First Citizens BancShares, Inc.
+0.57%
+$3,608.19 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.54%
+$21,175.56 
GOOG Alphabet Inc
+0.53%
+$1,414.38 
FDVV Fidelity High Dividend ETF
+0.49%
+$31,700.1 
AAPL Apple Inc.
+0.29%
+$2,085.67 
JPIB JPMorgan International Bond ETF
+0.23%
+$12,099.56 
JPIE JPMorgan Income ETF
+0.21%
+$9,530.97 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$9,469.17 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.19%
+$13,662.52 
AFL Aflac Inc.
+0.12%
+$455.84 
SPYI NEOS S&P 500 High Income ETF
+0.1%
+$272.03 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$35,405.86 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.09%
+$3,309.47 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$4,030.3 
XSMO Invesco S&P SmallCap Momentum ETF
+0.08%
+$3,430.83 
IVV iShares Core S&P 500 ETF
+0.04%
+$121.22 
NVDA NVIDIA Corporation
-2.05%
-$18,155.46 
FTEC Fidelity MSCI Information Technology Index ETF
-1.1%
-$3,121.8 
QQQ Invesco QQQ Trust, Series 1
-0.61%
-$26,144.36 
QQQM Invesco NASDAQ 100 ETF
-0.6%
-$136,906.2 
IWF iShares Russell 1000 Growth ETF
-0.47%
-$13,114.52 
VUG Vanguard Growth ETF
-0.45%
-$160,856.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.37%
-$2,355.32 
AMZN Amazon.com Inc
-0.18%
-$542.85 Events
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Dividends
Dividend Analysis
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| Trades 306 | Longs Won 226/306 73% | Profit Factor 13.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $384,160.47 | Best Trade (Oct 14) $17.87M | Sharpe Ratio -11.35 |
| Average Loss -$77,988.91 | Worst Trade (Mar 30) -$1.44M | Z-Score 3.17 (99.85%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $263,337.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 2,915 | 2,624 | 2,332 | 2,041 | 1,749 | 1,458 | 1,166 | 875 | 583 | 292 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,065 | $405,084.99 | $710,298.05 | - | $305,213.06 | 75.35% | +0.294% |
| AFL Aflac Inc. | 3,256 | $262,728.04 | $385,347.6 | - | $122,619.56 | 46.67% | +0.118% |
| AMZN Amazon.com Inc | 1,155 | $266,596.72 | $292,919.55 | - | $26,322.83 | 9.87% | -0.185% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 53,609 | $4.19M | $3.94M | - | -$247,646.19 | -5.92% | +0.541% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 645 | $299,144 | $335,896.65 | - | $36,752.65 | 12.29% | +0.997% |
| FCNCA First Citizens BancShares, Inc. | 308 | $236,161.01 | $636,652.94 | - | $400,491.93 | 169.58% | +0.57% |
| FDVV Fidelity High Dividend ETF | 105,667 | $4.4M | $6.53M | - | $2.12M | 48.21% | +0.488% |
| FTEC Fidelity MSCI Information Technology Index ETF | 968 | $215,148.98 | $280,579.64 | - | $65,430.66 | 30.41% | -1.1% |
| GD General Dynamics Corporation | 919 | $309,400 | $309,822.47 | - | $422.47 | 0.14% | +0.738% |
| GLD SPDR Gold Shares | 757 | $218,122 | $288,182.33 | - | $70,060.33 | 32.12% | +1.25% |
| GOOG Alphabet Inc | 775 | $243,203 | $267,743.12 | - | $24,540.12 | 10.09% | +0.531% |
| IAU iShares Gold Trust | 14,344 | $518,455.86 | $1.12M | - | $601,165.06 | 115.95% | +1.278% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 138,988 | $7.28M | $7.14M | - | -$148,225.2 | -2.04% | +0.192% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 38,935 | $2.43M | $3.67M | - | $1.24M | 51.23% | +0.09% |
| IVV iShares Core S&P 500 ETF | 418 | $229,286.34 | $323,272.84 | - | $93,986.5 | 40.99% | +0.038% |
| IWF iShares Russell 1000 Growth ETF | 22,228 | $1.25M | $2.75M | - | $1.5M | 119.99% | -0.475% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10,706 | $622,012.12 | $640,968.22 | - | $18,956.1 | 3.05% | -0.366% |
| JMUB JPMorgan Municipal Bond ETF | 55,401 | $2.8M | $2.67M | - | -$123,851.15 | -4.43% | +0.889% |
| JPIB JPMorgan International Bond ETF | 109,996 | $5.26M | $5.16M | - | -$101,307.24 | -1.93% | +0.235% |
| JPIE JPMorgan Income ETF | 100,326 | $4.59M | $4.51M | - | -$81,932.45 | -1.78% | +0.212% |
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FAQ
Which stocks have generated the highest profits for Sasha Stewart?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $8.6M, Invesco S&P SmallCap Momentum ETF - $4.22M, iShares Morningstar Mid-Cap Growth ETF - $3.62M, Invesco QQQ Trust, Series 1 - $3.38M, and Vanguard Financials ETF (primary ticker: VFH) - $3.36M. 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: Invesco S&P 500 Equal Weight Financials ETF - $1.36M, First Trust India Nifty 50 Equal Weight ETF - $737,963.08, Vanguard Energy ETF - $442,432.17, iShares U.S. Financials ETF - $280,330.75, and Nike, Inc. - Class B - $190,565.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sasha Stewart's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.21M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.68M, Vanguard Mega Cap Value ETF - $1.34M, Vanguard Long-Term Corporate Bond Fund - $930,552.11, SPDR Portfolio High Yield Bond ETF - $707,357.75, and Vanguard Financials ETF (primary ticker: VFH) - $684,067.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sasha Stewart's monthly returns?
Sasha Stewart's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Sasha Stewart's strategy be considered aggressive or moderate?
Sasha Stewart'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 Sasha Stewart's strategy?
Sasha Stewart'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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