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+3.36%
This Month
+1.68%
Year To Date
+11.79%
2 Years
+20.99%
5 Years
-71.84%
10 Years
-15.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance52.43%
- 💵 Cash51.18%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE52.43%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom52.43%
Dividends
Dividend Yield
4.2%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $LGEN.L (8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LGEN.L | 4.2% | 8% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-15.88
-15.88
-16
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-1.04
-1.04
-2
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
-0.28
-0.28
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.34
-0.34
-1
1
2
3
3
Jensen's Alpha
-15.88
-15.88
-16
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-1.04
-1.04
-2
0.75
1.25
2
2
Information Ratio
-0.56
-0.56
-1
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.54
High:LGEN.L
32.54LGEN.LLow:LGEN.L
32.54LGEN.LDetails
PEG Ratio
16.98
High:LGEN.L
16.98LGEN.LLow:LGEN.L
16.98LGEN.LDetails
Price/Book
8.54
High:LGEN.L
8.54LGEN.LLow:LGEN.L
8.54LGEN.LDetails
Price/Sales
0.3
High:LGEN.L
0.3LGEN.LLow:LGEN.L
0.3LGEN.LDetails
Price/CF
3.46
High:LGEN.L
3.46LGEN.LLow:LGEN.L
3.46LGEN.LDetails
Price/FCF
4.84
High:LGEN.L
4.84LGEN.LLow:LGEN.L
4.84LGEN.LDetails
P/E Ratio
32.54
High:LGEN.L
32.54LGEN.LLow:LGEN.L
32.54LGEN.LDetails
PEG Ratio
16.98
High:LGEN.L
16.98LGEN.LLow:LGEN.L
16.98LGEN.LDetails
Price/Book
8.54
High:LGEN.L
8.54LGEN.LLow:LGEN.L
8.54LGEN.LDetails
Price/Sales
0.3
High:LGEN.L
0.3LGEN.LLow:LGEN.L
0.3LGEN.LDetails
Price/CF
3.46
High:LGEN.L
3.46LGEN.LLow:LGEN.L
3.46LGEN.LDetails
Price/FCF
4.84
High:LGEN.L
4.84LGEN.LLow:LGEN.L
4.84LGEN.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-82.39% | Mar 2018 | - | 99 |