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Alix inv LLC - New Portfolio

passive income

Alix inv LLC
Individual Investor
Ranked #199,828 out of 747,498 TipRanks' Investors
Success Rate
59%
317 out of 537
profitable transactions
Average Return
3.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.05%
6-Month Return▲ 11.23%
12-Month Return-
YTD Return▲ 11.89%
Total Return▲ 23.04%

Best Trade

Opened at
Closed at-
Gain▲ 217.99%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.01%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.24%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.06%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.48%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 5.44%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.01%
▼ 1.87%▲ 1.59%▲ 0.62%
▲ 14.08%▲ 5.22%▲ 0.24%
▲ 5.05%▲ 3.27%▲ 5.06%
▼ 12.40%▼ 4.03%▼ 0.94%
▲ 11.46%▲ 5.06%▲ 3.66%
▼ 2.25%▲ 3.53%▼ 2.48%
▲ 25.65%▲ 0.88%▲ 5.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oxford Lane Capital
3.09%
▲ 8.49%
18
Buy
May 17, 2024
Global Net Lease
0.01%
▲ 14.18%
27
Sell
May 17, 2024
Enterprise Products Partners
7.18%
▲ 8.68%
24
Buy
May 17, 2024
Ayr Wellness
3.83%
▼ 6.39%
22
Buy
May 17, 2024
ProShares VIX Short-Term Futures ETF
5%
▼ 12.86%
21
Buy
May 17, 2024
Western Asset High Income Opportunity Fund Inc
2.8%
▲ 3.11%
3
Buy
May 17, 2024
CBRE Global Real Estate Income Fund
0.05%
▲ 12.08%
4
Sell
May 17, 2024
Vale SA
0.01%
▼ 11.97%
3
Sell
May 17, 2024
Plains All American
5.07%
▲ 9.43%
3
Buy
May 17, 2024
OFS Credit Company
0.06%
▼ 4.16%
2
Sell
May 17, 2024
Western Asset High Income Fund II Inc
3.54%
▼ 3.82%
18
Sell
May 16, 2024
Ready Capital
▼ 0.94%
9
Close
May 16, 2024
Medical Properties
7.74%
▼ 0.49%
16
Buy
May 16, 2024
BrightSpire Capital
15%
▼ 1.55%
19
Sell
May 15, 2024
Ares Commercial
6.04%
▼ 6.04%
21
Buy
May 15, 2024
Global Medical REIT
0.01%
▲ 9.98%
13
Sell
May 15, 2024
Energy Transfer
0.15%
▲ 13.65%
15
Buy
May 15, 2024
CTO Realty Growth
0.01%
▲ 13.26%
24
Sell
May 15, 2024
MPLX
0.77%
▲ 9.86%
8
Buy
May 15, 2024
BlackRock TCP Capital
0.01%
▼ 5.04%
17
Sell
May 15, 2024