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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #603,569 out of 849,613 TipRanks' Investors
Success Rate
47%
864 out of 1833
profitable transactions
Average Return
-3.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.52%
6-Month Return▲ 2.34%
12-Month Return▲ 5.94%
YTD Return▲ 0.50%
Total Return▲ 38.95%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

12.88%0-12.88%
▲ 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%
▼ 2.18%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 4.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.66%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 0.50%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▼ 2.18%
▼ 3.58%▲ 0.19%▲ 4.34%
▼ 0.10%▲ 0.08%▼ 2.66%
▲ 3.05%▲ 1.43%▲ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Plus Therapeutics
0.24%
▼ 54.02%
62
Buy
Oct 21, 2025
Newmont Mining
0.01%
▼ 0.77%
10
Buy
Oct 21, 2025
B2Gold
0.01%
▲ 6.61%
28
Buy
Oct 21, 2025
Oneok
0.04%
▲ 8.14%
1
Buy
Oct 21, 2025
NICE
0.02%
▼ 6.54%
25
Buy
Oct 15, 2025
Rithm Capital
0.01%
▲ 7.40%
1
Buy
Oct 15, 2025
Capital Southwest
0.01%
▲ 16.94%
1
Buy
Oct 15, 2025
Cherry Hill Mortgage
0.08%
▲ 5.09%
31
Buy
Oct 14, 2025
Enterprise Products Partners
0.54%
▲ 5.62%
52
Buy
Oct 14, 2025
Dynex Capital
5.61%
▲ 12.43%
28
Sell
Oct 14, 2025
Neuberger Berman MLP and Energy Income Fund Inc.
0.05%
▼ 2.20%
28
Buy
Oct 14, 2025
CTO Realty Growth
0.05%
▲ 6.90%
82
Sell
Oct 09, 2025
BrightSpire Capital
0.01%
▲ 0.62%
85
Sell
Oct 07, 2025
Global Medical REIT
0.01%
▲ 5.87%
43
Sell
Oct 07, 2025
Energy Transfer
47.45%
▲ 2.44%
54
Buy
Oct 07, 2025
FS KKR Capital
0.03%
▼ 8.18%
35
Buy
Oct 07, 2025
Bain Capital Specialty Finance
6.2%
▼ 0.67%
21
Buy
Oct 06, 2025
Blue Owl Capital
9.47%
▼ 15.16%
38
Buy
Oct 02, 2025
MFA Financial
0.01%
▼ 1.22%
53
Sell
Oct 01, 2025
Annaly Capital
0.01%
▲ 15.92%
38
Sell
Oct 01, 2025