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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #577,770 out of 834,231 TipRanks' Investors
Success Rate
45%
833 out of 1833
profitable transactions
Average Return
-3.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.95%
6-Month Return▲ 3.84%
12-Month Return▲ 10.81%
YTD Return▲ 8.94%
Total Return▲ 39.26%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

12.88%0-12.88%
▲ 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%
▲ 0.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.17%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 4.34%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 1.95%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▲ 0.07%
▲ 10.96%▲ 2.38%▼ 2.17%
▼ 3.57%▲ 0.19%▲ 4.34%
▲ 1.55%▲ 1.31%▼ 1.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Plus Therapeutics
0.47%
▼ 31.93%
62
Buy
Oct 21, 2025
Newmont Mining
0.01%
▼ 3.15%
10
Buy
Oct 21, 2025
B2Gold
0.01%
▲ 6.57%
28
Buy
Oct 21, 2025
Oneok
0.04%
▲ 7.06%
1
Buy
Oct 21, 2025
NICE
0.02%
▼ 6.34%
25
Buy
Oct 15, 2025
Rithm Capital
0.01%
▲ 1.10%
1
Buy
Oct 15, 2025
Capital Southwest
0.01%
▲ 8.10%
1
Buy
Oct 15, 2025
Cherry Hill Mortgage
0.08%
▲ 4.10%
31
Buy
Oct 14, 2025
Enterprise Products Partners
0.55%
▲ 4.29%
52
Buy
Oct 14, 2025
Dynex Capital
5.53%
▲ 7.95%
28
Sell
Oct 14, 2025
Neuberger Berman MLP and Energy Income Fund Inc.
0.05%
▼ 3.41%
28
Buy
Oct 14, 2025
CTO Realty Growth
0.05%
▲ 5.90%
82
Sell
Oct 09, 2025
BrightSpire Capital
0.01%
▼ 0.93%
85
Sell
Oct 07, 2025
Global Medical REIT
0.01%
▲ 5.58%
43
Sell
Oct 07, 2025
Energy Transfer
46.41%
▼ 1.76%
54
Buy
Oct 07, 2025
FS KKR Capital
0.03%
▼ 7.68%
35
Buy
Oct 07, 2025
Bain Capital Specialty Finance
6.5%
▼ 0.36%
21
Buy
Oct 06, 2025
Blue Owl Capital
9.92%
▼ 14.77%
38
Buy
Oct 02, 2025
MFA Financial
0.01%
▼ 2.25%
53
Sell
Oct 01, 2025
Annaly Capital
0.01%
▲ 11.50%
38
Sell
Oct 01, 2025