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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #485,193 out of 802,720 TipRanks' Investors
Success Rate
44%
738 out of 1690
profitable transactions
Average Return
-2.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.69%
6-Month Return▼ 0.93%
12-Month Return▲ 8.38%
YTD Return▲ 0.93%
Total Return▲ 28.99%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.65%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 2.42%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.20%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.28%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.51%
Apr 2025
▲ 12.21%
▲ 6.28%
▼ 4.71%
May 2025
▲ 1.60%
▲ 1.65%
▲ 2.18%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.65%
▲ 5.43%▼ 2.41%▼ 2.42%
▲ 5.99%▲ 2.69%▲ 4.77%
▼ 12.86%▼ 1.27%▲ 1.20%
▼ 1.80%▼ 5.57%▲ 0.28%
▲ 1.76%▼ 0.87%▼ 2.51%
▲ 12.21%▲ 6.28%▼ 4.71%
▲ 1.60%▲ 1.65%▲ 2.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oxford Lane Capital
0.24%
▼ 3.89%
44
Buy
Jun 05, 2025
PIMCO Access Income Fund
2.99%
▲ 2.19%
22
Sell
Jun 05, 2025
Crescent Capital BDC
5.03%
▼ 3.33%
21
Buy
Jun 05, 2025
Global Medical REIT
1.75%
▼ 4.03%
34
Buy
Jun 03, 2025
PIMCO Dynamic Income Opportunities
0.07%
▲ 1.49%
26
Sell
Jun 03, 2025
Energy Transfer
40.58%
▲ 4.64%
44
Buy
Jun 03, 2025
CTO Realty Growth
0.01%
▲ 5.78%
63
Sell
Jun 03, 2025
Healthpeak Properties
3.26%
▲ 27.01%
8
Buy
Jun 03, 2025
Medical Properties
0.72%
▼ 2.36%
48
Buy
Jun 02, 2025
Enterprise Products Partners
5.62%
▲ 3.95%
46
Buy
May 30, 2025
Alpine Income Property Trust Inc
0.01%
▲ 2.06%
3
Sell
May 29, 2025
Eagle Point Income Co
0.51%
▼ 12.91%
39
Sell
May 28, 2025
Plains All American
0.37%
▲ 5.95%
60
Buy
May 28, 2025
Franklin BSP Realty Trust
0.08%
▼ 2.32%
8
Buy
May 28, 2025
Healthcare Realty Trust
0.01%
▲ 14.22%
4
Sell
May 28, 2025
Western Asset Diversified Income Fund Registeredof Benef Interest
3.04%
▲ 2.83%
61
Sell
May 27, 2025
Universal Health Realty Income
0.02%
▼ 12.49%
9
Buy
May 22, 2025
BrightSpire Capital
4.12%
▼ 6.65%
82
Buy
May 21, 2025
OFS Credit Company
0.02%
▼ 6.42%
27
Buy
May 21, 2025
New Mountain Finance
0.05%
▲ 6.04%
6
Buy
May 21, 2025