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Alix inv LLC - New Portfolio

PerformancePortfolio Details

passive income

Alix inv LLC
Individual Investor
Ranked #341,624 out of 781,066 TipRanks' Investors
Success Rate
55%
671 out of 1214
profitable transactions
Average Return
1.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.46%
6-Month Return▲ 5.87%
12-Month Return▲ 19.41%
YTD Return▲ 2.62%
Total Return▲ 30.84%

Best Trade

AssetLumen Techn... (LUMN)
Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.25%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.69%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.65%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.64%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.62%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.25%
▲ 8.13%▲ 1.21%▲ 5.75%
▼ 13.14%▲ 2.34%▲ 0.46%
▲ 2.93%▲ 2.10%▲ 3.42%
▲ 10.00%▼ 0.89%▼ 1.69%
▲ 26.04%▲ 5.96%▲ 3.65%
▲ 5.93%▼ 2.41%▼ 2.64%
▲ 9.79%▲ 0.95%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BRSP
BrightSpire Capital
5.47%
▼ 3.19%
49
Buy
Jan 17, 2025
ACRE
Ares Commercial
0.01%
▼ 8.91%
43
Sell
Jan 17, 2025
EIC
Eagle Point Income Co
1.48%
▲ 2.31%
23
Buy
Jan 17, 2025
PFE
Pfizer
5.21%
▲ 0.59%
59
Sell
Jan 17, 2025
AGNC
AGNC Investment
2.85%
▲ 7.62%
17
Sell
Jan 17, 2025
PAXS
PIMCO Access Income Fund
0.3%
▲ 7.50%
9
Buy
Jan 17, 2025
WDI
Western Asset Diversified Income Fund Registeredof Benef Interest
7.47%
▲ 2.65%
39
Sell
Jan 17, 2025
VLT
Invesco High Income Trust II
0.92%
▼ 1.95%
9
Buy
Jan 17, 2025
GNL
Global Net Lease
2.7%
▲ 8.50%
51
Sell
Jan 16, 2025
CTO
CTO Realty Growth
1.93%
▲ 11.23%
40
Sell
Jan 16, 2025
NLY
Annaly Capital
1.73%
▲ 1.08%
24
Sell
Jan 16, 2025
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
2.14%
▼ 2.64%
34
Buy
Jan 16, 2025
EFC
Ellington Financial
1.99%
▲ 6.52%
30
Sell
Jan 16, 2025
NICE
NICE
―
▼ 1.66%
9
Close
Jan 16, 2025
GSBD
Goldman Sachs BDC
―
▲ 0.08%
9
Sell
Jan 15, 2025
MPLX
MPLX
0.01%
▲ 8.42%
24
Sell
Jan 15, 2025
REFI
Chicago Atlantic Real Estate ate Finance Inc
0.01%
▲ 1.94%
6
Sell
Jan 15, 2025
CCIF
Carlyle Credit Income Fund A of Beneficial Interest
5.13%
▼ 2.25%
16
Buy
Jan 15, 2025
PDO
PIMCO Dynamic Income Opportunities
0.3%
▲ 1.84%
19
Buy
Jan 14, 2025
ACP
Aberdeen Income Credit Strategies Fund of Benef Interest
―
▼ 3.79%
29
Sell
Jan 14, 2025