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

Automatically Tracked

Tracking: 0 Updated: 1 minute ago

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.

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.

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:

37.4%

Gain

Monthly

0.96%

Yearly

12.19%

Drawdown

14.38%

$225.53M

Equity

Holdings

$225.53M

Investment

$170.17M

$81.34M

Profit -$0.96

Realized

$25.98M

Unrealized

$55.36M

Dividends

$10.59M

Goals

Avg. 99.5% completed goals

Yearly

Gain > 5%

2026

99%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$0.96

Win %

73%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$17,789.73

Win %

73%

This Month

Compared to last month

Gain

-0.56%

Profit

-$1.28M

Win %

73%

This Year

Compared to last year

Gain

4.95%

Profit

$10.85M

Win %

72%

Gainers
Losers

VFH Vanguard Financials ETF (primary ticker: VFH)

+1.34%

+$177,617.37

XSMO Invesco S&P SmallCap Momentum ETF

+1.22%

+$57,004.56

AFL Aflac Inc.

+1.16%

+$4,395.6

SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note

+1.04%

+$5,343.12

SPSM SPDR Portfolio S&P 600 Small Cap ETF

+0.99%

+$20,356.05

MGV Vanguard Mega Cap Value ETF

+0.9%

+$217,784.16

VBR VANGUARD SMALL-CAP VALUE ETF

+0.87%

+$178,313.38

JKH iShares Morningstar Mid-Cap Growth ETF

+0.83%

+$30,369.3

RWL Invesco S&P 500 Revenue ETF

+0.81%

+$1,882.84

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.73%

+$2,386.51

QQQM Invesco NASDAQ 100 ETF

+0.68%

+$151,357.41

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

+0.62%

+$3,961.22

FTEC Fidelity MSCI Information Technology Index ETF

+0.61%

+$1,635.92

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$24,961.3

FDVV Fidelity High Dividend ETF

+0.57%

+$36,983.45

IVV iShares Core S&P 500 ETF

+0.55%

+$1,709.63

SPY SPDR S&P 500 ETF Trust

+0.54%

+$198,964.84

SPYI NEOS S&P 500 High Income ETF

+0.53%

+$1,384.87

GOOG Alphabet Inc

+0.45%

+$1,239.99

WMT Walmart Inc.

+0.45%

+$937.98

GD General Dynamics Corporation

+0.38%

+$1,249.84

VUG Vanguard Growth ETF

+0.18%

+$59,576.4

JPIB JPMorgan International Bond ETF

+0.17%

+$8,799.68

NVDA NVIDIA Corporation

+0.16%

+$1,279.68

MSFT Microsoft Corp.

+0.1%

+$457.6

IAU iShares Gold Trust

+0.08%

+$860.64

GLD SPDR Gold Shares

+0.06%

+$166.54

SPHY SPDR Portfolio High Yield Bond ETF

+0.04%

+$2,104.26

IWF iShares Russell 1000 Growth ETF

+0.03%

+$889.12

JPIE JPMorgan Income ETF

+0.02%

+$1,003.26

SPSB SPDR Portfolio Short Term Corporate Bond ETF

AAPL Apple Inc.

-1.52%

-$9,292.5

AMZN Amazon.com Inc

-1.23%

-$3,418.8

FCNCA First Citizens BancShares, Inc.

-0.4%

-$2,587.2

JMUB JPMorgan Municipal Bond ETF

-0.16%

-$4,432.08

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.13%

-$5,360.9

VCLT Vanguard Long-Term Corporate Bond Fund

-0.09%

-$7,210.77

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.02%

-$1,389.88

Events

Dividends

Dividend Analysis

No Data

Trades 306	Longs Won 228/306 74%	Profit Factor 38.52
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.18M
Average Win $366,260.02	Best Trade (Jun 14) $16.31M	Sharpe Ratio -10.89
Average Loss -$27,792.65	Worst Trade (Mar 30) -$721,528	Z-Score 3.51 (99.96%)
Commissions $0	Avg. Trade Length 1y 3m 2w 1d	Expectancy $265,815.22

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	8,130	7,317	6,504	5,691	4,878	4,065	3,252	2,439	1,626	813