tiprankstipranks
Trending News
More News >

Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #567,686 out of 818,989 TipRanks' Investors
Success Rate
48%
852 out of 1791
profitable transactions
Average Return
-2.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.68%
6-Month Return▼ 0.90%
12-Month Return▲ 7.28%
YTD Return▲ 7.51%
Total Return▲ 37.44%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 1.20%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.28%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.01%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 4.68%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.74%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.33%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.02%
Aug 2025
▲ 9.23%
▲ 2.67%
▼ 1.16%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 1.20%
▼ 1.80%▼ 5.57%▲ 0.28%
▲ 1.84%▼ 0.87%▼ 3.01%
▲ 12.20%▲ 6.28%▼ 4.68%
▲ 6.24%▲ 5.14%▲ 6.74%
▲ 27.91%▲ 2.30%▼ 0.33%
▲ 4.87%▲ 2.05%▲ 4.02%
▲ 9.23%▲ 2.67%▼ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FS KKR Capital
0.01%
▼ 6.26%
31
Buy
Sep 18, 2025
Trinity Capital
▲ 11.12%
41
Sell
Sep 17, 2025
CTO Realty Growth
0.01%
▼ 1.50%
75
Sell
Sep 17, 2025
Medical Properties
0.01%
▲ 4.44%
58
Sell
Sep 17, 2025
New Mountain Finance
▼ 2.33%
7
Close
Sep 17, 2025
Bain Capital Specialty Finance
3.41%
▲ 4.36%
18
Buy
Sep 16, 2025
Western Asset Diversified Income Fund Registeredof Benef Interest
0.01%
▲ 4.58%
63
Sell
Sep 16, 2025
Crescent Capital BDC
7.42%
▼ 1.68%
30
Buy
Sep 16, 2025
MidCap Financial Investment Corporation
3.28%
▼ 7.92%
35
Buy
Sep 16, 2025
Neuberger Berman MLP and Energy Income Fund Inc.
0.01%
▼ 2.98%
26
Sell
Sep 16, 2025
Blue Owl Capital
7.26%
▼ 9.43%
34
Buy
Sep 16, 2025
Invesco High Income Trust II
0.01%
▲ 4.29%
20
Sell
Sep 16, 2025
Plains All American
▲ 5.29%
68
Sell
Sep 12, 2025
Universal Health Realty Income
▼ 11.95%
11
Sell
Sep 12, 2025
Oxford Lane Capital
1.6%
▼ 14.49%
52
Buy
Sep 09, 2025
Energy Transfer
43.02%
▲ 2.79%
48
Buy
Sep 09, 2025
NICE
0.01%
▲ 0.73%
23
Sell
Sep 05, 2025
Dynex Capital
4.74%
▼ 0.57%
26
Buy
Sep 02, 2025
Franklin BSP Realty Trust
▼ 0.46%
9
Sell
Aug 29, 2025
Global Medical REIT
▲ 5.69%
41
Sell
Aug 27, 2025