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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #560,365 out of 822,572 TipRanks' Investors
Success Rate
44%
805 out of 1820
profitable transactions
Average Return
-3.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.85%
6-Month Return▲ 15.82%
12-Month Return▲ 8.66%
YTD Return▲ 7.48%
Total Return▲ 37.40%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 0.28%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 4.68%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.74%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.33%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.08%
Sep 2025
▲ 6.67%
▲ 0.75%
▼ 1.26%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 0.28%
▲ 0.80%▼ 0.87%▼ 3.01%
▲ 11.63%▲ 6.28%▼ 4.68%
▲ 9.25%▲ 5.14%▲ 6.74%
▲ 7.60%▲ 2.30%▼ 0.33%
▲ 2.76%▲ 2.05%▲ 4.02%
▲ 12.88%▲ 3.56%▲ 0.08%
▲ 6.67%▲ 0.75%▼ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CTO Realty Growth
0.04%
▼ 5.06%
82
Sell
Oct 09, 2025
Plus Therapeutics
0.57%
▼ 15.66%
60
Buy
Oct 09, 2025
BrightSpire Capital
0.01%
▼ 7.62%
85
Sell
Oct 07, 2025
Global Medical REIT
0.01%
▲ 5.24%
43
Sell
Oct 07, 2025
Energy Transfer
47.03%
▼ 0.40%
54
Buy
Oct 07, 2025
FS KKR Capital
0.03%
▼ 8.62%
35
Buy
Oct 07, 2025
Bain Capital Specialty Finance
6.26%
▼ 2.14%
21
Buy
Oct 06, 2025
Blue Owl Capital
9.5%
▼ 17.61%
38
Buy
Oct 02, 2025
MFA Financial
0.01%
▼ 3.33%
53
Sell
Oct 01, 2025
Annaly Capital
0.01%
▲ 4.74%
38
Sell
Oct 01, 2025
Dynex Capital
5.76%
▲ 2.84%
27
Buy
Oct 01, 2025
Healthpeak Properties
▲ 32.14%
12
Sell
Oct 01, 2025
Crescent Capital BDC
6.77%
▼ 11.67%
31
Buy
Sep 30, 2025
MidCap Financial Investment Corporation
3.73%
▼ 12.62%
36
Buy
Sep 30, 2025
Western Asset Diversified Income Fund Registeredof Benef Interest
0.01%
▲ 3.38%
64
Sell
Sep 29, 2025
High Income Securities Fund of Benef Interest
0.01%
▲ 0.54%
4
Sell
Sep 29, 2025
Cherry Hill Mortgage
0.02%
▼ 1.85%
30
Buy
Sep 26, 2025
Neuberger Berman MLP and Energy Income Fund Inc.
0.01%
▼ 3.34%
27
Sell
Sep 26, 2025
RiverNorth Managed Duration Municipal Income Fund Inc
0.01%
▲ 0.71%
1
Buy
Sep 24, 2025
Trinity Capital
▲ 11.12%
41
Close
Sep 17, 2025