Owen Cupp Profile Picture
  • Education California State University, Fullerton
  • Qualifications MS, Electrical Engineering; BS, Electrical Engineering
  • Job Title Chief Technology Officer
  • Investment Experience Investing since 2001

Owen Cupp

Individual Investor

Investment portfolio

Owen Cupp New Leaders Growth

See full details
  • Strategy
    Aggressive
Sharpe ratio
-0.09

365 days

Manager performance
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-2.1%

365 days

Risk score

1.5% fee
$10,000 minimum


Portfolio commentary

  1. Owen Cupp on Enterprise Radio

    30 October 2013

    Manager discusses blending fundamental and technical analysis.

  2. How history buff and portfolio manager Owen Cupp views today's market 30 September 2013

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Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.