Adams Diversified Equity Fund Inc (ADX)
NYSE NYSE Primary 
How To Build A $150,000 Portfolio For High Income Before Fed Rate Cuts
Cash yields may vanish within 12 months if Trump pressures Fed to cut rates by 300 basis points. High-income CEFs like UTG, BUI, and ADX offer equity-based, rate-sensitive yield without excessive leverage or junk padding. MLPs ET and EPD provide tax-advantaged ROC income with long-term power demand tailwinds from AI and data centers.
ADX: Solid Equity CEF But Expensive (Rating Downgrade)
ADX offers high income and blue-chip exposure, but its current valuation is less attractive, trading at the lowest NAV discount in a decade. The fund prioritizes distributions over capital appreciation, making it best suited for income-focused investors rather than those seeking growth. Recent changes to the distribution policy provide more consistent payouts, but tax efficiency remains a concern for non-tax-advantaged accounts.
ADX Looks Like A Dream, Until The Cycle Turns
ADX is a solid closed-end fund combining growth exposure with high-income distributions, but current valuations make it a risky bet this late in the cycle. The fund has a long-term track record dating back to 1929, having weathered major downturns like the Great Depression, World War II, stagflation and multiple bubbles. ADX trades at a discount to NAV, providing a slight value alpha, but this does not offset the elevated risk of investing in an overvalued market.
The Adams Diversified Equity Fund: An Underrated Investment With Some Minor Risks
I initiate coverage of Adams Diversified Equity Fund with a buy rating for its strong income and total return profile. ADX has outperformed the S&P 500 over the past decade, driven by concentrated large-cap tech exposure and consistent 8% annual payouts. The fund's diversified portfolio, focus on tech, and commitment to income make it well-positioned for continued solid returns as the economy strengthens.
ADX: The Right Balance Of Income And Active Growth
ADX offers a compelling blend of capital growth and healthy dividends, with a committed 2% quarterly payout and historically generous yields. The fund's active management provides outperformance over passive peers like SPY and dividend/value ETFs, with only marginally higher volatility. ADX avoids option-writing strategies, striking a better balance between income and capital preservation compared to typical income funds.
The Latest Debt Downgrade Is Our Shot At Cheap 9% Dividends
This latest US debt downgrade is a buying opportunity for us contrarians. I say that because we had the same (profitable) setup the last three times the ratings agencies took Uncle Sam's credit rating down a peg.
ADX Brings Forth 95+ Years Of Investment Wisdom
ADX offers diversified exposure to high-quality, large-cap equities, with a disciplined, research-driven investment process and strong historical outperformance. The fund is heavily weighted in technology, with top holdings like Nvidia, Microsoft, and Amazon positioned for potential growth. ADX's closed-end structure, low 0.50% expense ratio, and current 8.2% discount to NAV present an attractive entry point for investors.
ADX: Nearly 10% Yield, Good Discount, And Solid Past Performance
Adams Diversified Equity Fund (ADX) is a closed-end fund that invests in a diversified portfolio of equities of large-cap U.S.-listed stocks, with nearly 30% weighting to technology stocks. ADX uses no leverage and does not employ derivative strategies. ADX's past performance is solid, especially its long-term performance. In some ways, this fund is a proxy for the S&P500 in terms of capital appreciation, with the benefit of nearly 10% income.
ADX: Tech Tilt Exposure With Telling Income And Limited Price Volatility
Adams Diversified Equity Fund offers large cap and tech stock exposure with an 8% of NAV annual distribution yield, combining capital appreciation with consistent income for investors. The fund's diversified, yet tech tilted portfolio includes notable holdings, including Apple, Microsoft, and NVIDIA, while also covering financial, consumer, health care, and communication sectors. ADX displayed a superior 10-year Sharpe Ratio and less volatility compared to SPY, though it may be more sensitive in tail risk events.
5 Best CEFs This Month For Yields Up To 14%
For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.
Should You Invest $100,000 In Today's Market?
The market is experiencing a correction, with a potential bear market looming, making gradual investment over 3-6 months advisable for long-term investors. Understanding personal risk tolerance is crucial before investing, as it dictates how one handles market downturns and portfolio drawdowns. The article presents three different investment strategies. We are going to discuss how strategically you can deploy your capital on a gradual basis.
Forget Growth: 5 Big Safe Yields Worth Considering
The stock market has been ugly (particularly growth stocks), and it could get much worse. Thankfully, however, there is another way. Income investing focuses on big, steady dividend and interest payments, thereby allowing investors to worry far less about price volatility (as long as those big income payments keep coming in). This report shares 5 big safe yield strategies (including a variety of top income ideas), and then concludes with an important takeaway about succeeding in this market.
