Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #193,054 out of 757,311 TipRanks' Investors
Success Rate
60%
446 out of 742
profitable transactions
Average Return
2.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.03%
6-Month Return▲ 14.09%
12-Month Return-
YTD Return▲ 17.20%
Total Return▲ 28.88%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.23%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.07%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.45%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.76%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 3.92%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.23%
▲ 5.05%▲ 3.27%▲ 5.07%
▼ 12.40%▼ 4.03%▼ 0.94%
▲ 11.46%▲ 5.06%▲ 3.66%
▼ 2.25%▲ 3.53%▼ 2.45%
▲ 25.76%▲ 1.21%▲ 5.76%
▼ 4.21%▲ 2.34%▲ 0.47%
▲ 1.03%▼ 0.11%▲ 3.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nextera Energy Partners
7.59%
▼ 5.27%
15
Sell
Sep 19, 2024
BlackRock TCP Capital
1.66%
▼ 11.16%
29
Buy
Sep 19, 2024
Eagle Point Credit Company
2.43%
▲ 3.31%
14
Buy
Sep 19, 2024
Ayr Wellness
3.53%
▼ 14.46%
33
Buy
Sep 19, 2024
Pimco Global Stockplus & Income Fund
0.5%
▲ 0.41%
3
Buy
Sep 19, 2024
Runway Growth Finance Corp
2.29%
▼ 5.06%
18
Buy
Sep 18, 2024
Trinity Capital
1.93%
▲ 0.32%
13
Sell
Sep 18, 2024
Prospect Capital
0.01%
▲ 2.60%
12
Sell
Sep 18, 2024
Cherry Hill Mortgage
2.41%
▲ 26.00%
14
Sell
Sep 18, 2024
Oaktree Specialty Lending
4.79%
▼ 8.11%
18
Buy
Sep 18, 2024
Medical Properties
5.93%
▲ 2.90%
24
Buy
Sep 18, 2024
Plains All American
0.01%
▲ 2.49%
11
Sell
Sep 18, 2024
Great Ajax
0.01%
▲ 3.85%
4
Sell
Sep 18, 2024
Oxford Lane Capital
3.66%
▲ 3.63%
22
Buy
Sep 17, 2024
TriplePoint Venture Growth
0.32%
▼ 8.99%
14
Buy
Sep 17, 2024
CTO Realty Growth
0.01%
▲ 14.40%
27
Sell
Sep 17, 2024
Pfizer
0.01%
▲ 5.68%
27
Sell
Sep 17, 2024
Tpg Re Finance
▲ 17.62%
11
Sell
Sep 17, 2024
Western Midstream Partners
▲ 2.57%
7
Sell
Sep 17, 2024
FS KKR Capital
0.5%
▲ 1.24%
21
Buy
Sep 13, 2024