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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #312,844 out of 783,619 TipRanks' Investors
Success Rate
57%
711 out of 1244
profitable transactions
Average Return
1.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.52%
6-Month Return▲ 9.29%
12-Month Return▲ 19.23%
YTD Return▲ 4.52%
Total Return▲ 33.32%

Best Trade

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
▲ 9.99%
▼ 0.89%
▼ 1.69%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.65%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.60%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 4.52%
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%
▲ 9.99%▼ 0.89%▼ 1.69%
▲ 26.04%▲ 5.96%▲ 3.65%
▲ 5.93%▼ 2.41%▼ 2.60%
▲ 4.87%▲ 3.24%▲ 4.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oxford Lane Capital
3.13%
▲ 2.38%
29
Buy
Jan 30, 2025
Global Net Lease
3.77%
▲ 7.93%
55
Buy
Jan 30, 2025
CTO Realty Growth
2.81%
▲ 9.97%
43
Buy
Jan 30, 2025
Annaly Capital
0.81%
▲ 4.03%
27
Sell
Jan 30, 2025
Medical Properties
3.73%
▲ 0.02%
38
Buy
Jan 30, 2025
Ellington Financial
1.95%
▲ 6.76%
32
Buy
Jan 30, 2025
Ellington Residential Mortgage
4.01%
▲ 0.14%
35
Buy
Jan 30, 2025
Carlyle Credit Income Fund A of Beneficial Interest
5.73%
▼ 2.31%
19
Sell
Jan 30, 2025
Invesco High Income Trust II
1.99%
▼ 1.23%
14
Buy
Jan 30, 2025
BrightSpire Capital
5.75%
▼ 3.72%
54
Buy
Jan 29, 2025
Pfizer
0.01%
▲ 2.13%
65
Sell
Jan 29, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.44%
▼ 2.07%
37
Sell
Jan 29, 2025
Dynex Capital
2.32%
▲ 3.84%
15
Buy
Jan 29, 2025
Energy Transfer
13.35%
▲ 10.34%
22
Buy
Jan 28, 2025
Intellia Therapeutics
0.63%
▼ 13.98%
11
Buy
Jan 27, 2025
Eagle Point Income Co
2.21%
▲ 1.79%
25
Buy
Jan 24, 2025
Verizon
0.01%
▲ 3.22%
3
Sell
Jan 23, 2025
Western Asset High Income Fund II Inc
0.01%
▼ 5.05%
32
Sell
Jan 22, 2025
Ares Commercial
0.01%
▼ 10.08%
44
Sell
Jan 22, 2025
AGNC Investment
2.42%
▲ 10.55%
18
Sell
Jan 21, 2025