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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #559,406 out of 824,088 TipRanks' Investors
Success Rate
43%
784 out of 1829
profitable transactions
Average Return
-4.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.40%
6-Month Return▲ 8.52%
12-Month Return▲ 4.54%
YTD Return▲ 5.63%
Total Return▲ 35.03%

Best Trade

Opened at
Closed at
Gain▲ 292.46%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 0.28%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 4.68%
May 2025
▲ 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%
▲ 0.08%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 2.96%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 0.28%
▲ 0.80%▼ 0.87%▼ 3.01%
▲ 11.63%▲ 6.28%▼ 4.68%
▲ 9.25%▲ 5.14%▲ 6.74%
▲ 7.60%▲ 2.30%▼ 0.33%
▲ 2.76%▲ 2.05%▲ 4.02%
▲ 12.88%▲ 3.56%▲ 0.08%
▲ 4.43%▼ 0.27%▼ 2.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NICE
0.02%
▼ 2.38%
25
Buy
Oct 15, 2025
Rithm Capital
0.01%
▼ 1.10%
1
Buy
Oct 15, 2025
Capital Southwest
0.01%
▲ 0.74%
1
Buy
Oct 15, 2025
Cherry Hill Mortgage
0.07%
▼ 1.86%
31
Buy
Oct 14, 2025
Enterprise Products Partners
0.51%
▲ 1.93%
52
Buy
Oct 14, 2025
Plus Therapeutics
0.51%
▼ 26.46%
61
Buy
Oct 14, 2025
Dynex Capital
5.3%
▲ 5.22%
28
Sell
Oct 14, 2025
Neuberger Berman MLP and Energy Income Fund Inc.
0.04%
▼ 6.86%
28
Buy
Oct 14, 2025
CTO Realty Growth
0.04%
▼ 3.99%
82
Sell
Oct 09, 2025
BrightSpire Capital
0.01%
▼ 6.17%
85
Sell
Oct 07, 2025
Global Medical REIT
0.01%
▲ 5.40%
43
Sell
Oct 07, 2025
Energy Transfer
46.56%
▼ 1.06%
54
Buy
Oct 07, 2025
FS KKR Capital
0.03%
▼ 7.15%
35
Buy
Oct 07, 2025
Bain Capital Specialty Finance
6.49%
▼ 0.04%
21
Buy
Oct 06, 2025
Blue Owl Capital
9.79%
▼ 15.22%
38
Buy
Oct 02, 2025
MFA Financial
0.01%
▼ 3.53%
53
Sell
Oct 01, 2025
Annaly Capital
0.01%
▲ 4.46%
38
Sell
Oct 01, 2025
Healthpeak Properties
▲ 32.14%
12
Sell
Oct 01, 2025
Crescent Capital BDC
6.94%
▼ 10.10%
31
Buy
Sep 30, 2025
MidCap Financial Investment Corporation
3.77%
▼ 11.72%
36
Buy
Sep 30, 2025