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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #523,691 out of 808,802 TipRanks' Investors
Success Rate
45%
777 out of 1721
profitable transactions
Average Return
-2.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.18%
6-Month Return▲ 3.92%
12-Month Return▲ 10.51%
YTD Return▲ 6.62%
Total Return▲ 36.27%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 2.42%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.77%
Jan 2025
▼ 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%
▼ 4.71%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.74%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.65%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.42%
▲ 6.03%▲ 2.69%▲ 4.77%
▼ 12.86%▼ 1.27%▲ 1.20%
▼ 1.80%▼ 5.57%▲ 0.28%
▲ 1.84%▼ 0.87%▼ 3.01%
▲ 12.20%▲ 6.28%▼ 4.71%
▲ 6.24%▲ 5.14%▲ 6.74%
▲ 14.83%▲ 1.65%▲ 1.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CTO Realty Growth
0.01%
▲ 1.51%
68
Sell
Jul 18, 2025
Alpine Income Property Trust Inc
0.01%
▼ 3.07%
5
Sell
Jul 18, 2025
MFA Financial
1.62%
▼ 3.67%
48
Buy
Jul 17, 2025
PIMCO Dynamic Income Opportunities
0.01%
▲ 0.73%
28
Sell
Jul 17, 2025
Western Asset Diversified Income Fund Registeredof Benef Interest
2.9%
▲ 3.38%
62
Sell
Jul 17, 2025
Neuberger Berman MLP and Energy Income Fund Inc.
1.48%
▼ 4.31%
17
Buy
Jul 17, 2025
PIMCO Access Income Fund
0.01%
▲ 1.87%
26
Sell
Jul 16, 2025
Kayne Anderson Energy Infrastructure Fund
0.05%
▲ 16.51%
17
Buy
Jul 11, 2025
Arbor Realty
▲ 2.42%
47
Sell
Jul 01, 2025
Medical Properties
1.12%
▼ 6.59%
51
Buy
Jun 30, 2025
Global Medical REIT
0.01%
▲ 3.81%
36
Sell
Jun 27, 2025
Universal Health Realty Income
0.01%
▼ 12.19%
10
Sell
Jun 20, 2025
Ares Capital
0.01%
▲ 11.27%
3
Sell
Jun 20, 2025
Healthpeak Properties
0.01%
▲ 32.55%
9
Sell
Jun 20, 2025
Healthcare Realty Trust
0.01%
▲ 28.05%
5
Sell
Jun 20, 2025
Enterprise Products Partners
0.36%
▲ 3.49%
49
Buy
Jun 18, 2025
PIMCO Dynamic
▲ 4.07%
15
Close
Jun 17, 2025
Eagle Point Income Co
1.15%
▼ 10.54%
40
Buy
Jun 12, 2025
Crescent Capital BDC
6.58%
▼ 4.50%
23
Buy
Jun 12, 2025
Blue Owl Capital
4.38%
▼ 2.89%
27
Buy
Jun 12, 2025