Adams Diversified Equity Fund Inc (ADX)
NYSE NYSE Primary 
2 Must-Have Income Picks In Wealth Accumulation Phase
Income-oriented investors, who are in a wealth accumulation phase or simply want to maximize the growth factor, usually face a dilemma. The dilemma is between tangible yield and growth. Usually, it is either or. Either you lock in a high yield with limited growth, or vice versa.
ADX: A Story Of High Yields And Outperformance
Adams Diversified Equity Fund boasts a high yield of 9% and has outperformed the S&P 500 over multiple timeframes, making it a strong income-focused investment. ADX's managed distribution policy ensures at least 8% annual distribution, with recent years seeing double-digit yields, primarily funded through long-term capital gains. The fund's concentrated holdings in large-cap stocks, including the Magnificent Seven, pose both significant upside potential and concentration risk.
2 Unorthodox High Yield Picks For Your Retirement Portfolio
60/40 or quality bond and stock portfolios present suboptimal ways to secure high and durable passive income. While the durability component is fine, when it comes to tangible current income streams, things become less attractive. My approach to solve this is to invest in BDCs, REITs and MLPs.
Where I'd Invest $500,000 Today, For My Retirement Income
Starting a new investing method? Let's see how I would start building my income portfolio from the ground up. Income is a massive priority – capital preservation and growth are key as well. We dig into different sectors and our outlook on their future.
ADX: Updated Distribution Policy Makes This A Better Choice For Retirees
Adams Diversified Equity Fund focuses on long-term capital appreciation and consistent income through a diversified portfolio of high-quality stocks. The fund is essentially comprised of constituents of the S&P 500, so the portfolio naturally leans heavily towards technology companies. The distribution policy has been updated and investors should be able to experience more consistent quarterly payouts. This increases the appeal for retired investors seeking consistent income.
2 Dirt-Cheap Bargains, +8% Yield
A simple two-fund approach to market-beat income and capital preservation. These funds have outlived most of you already and keep on providing valuable income. Reap cash rewards from being an income investor.
5 Best CEFs This Month For 9% Yield (December 2024)
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.
ADX: The Last Big One
Adams Diversified Equity Fund (ADX) offers S&P 500-like exposure with a higher distribution yield, currently at a minimum of 8% annual policy implemented earlier this year. The fund's discount remains appealing at a double-digit level but is probably trading at what could be considered the new average given the distribution policy change. Along with the broader equity market continuing to hit new all-time highs as measured by the S&P 500 Index, it would suggest that ADX isn't a particular bargain.
Thank Wealth Managers For These 8%+ Dividends
I know that plenty of our readers are self-directed investors who love nothing more than to build—and run—their own portfolios. Digging into a fund's prospectus and annual reports is something they look forward to.
5 Best CEFs This Month For 8.5% Yield (November 2024)
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.
High Yield Or Growth? Capture Both With These 2 Quality Picks
Usually, investors can access high yields with limited growth prospects, or relatively low yields with stronger and close to or even above double-digit income growth potential. However, in some instances, by being very selective and thoroughly assessing the fundamentals, it is possible to identify investments that offer both components. In this article, I share two picks, which provide decent yields with strong income growth potential.
5 Best CEFs This Month For 9.5% Yield (October 2024)
For income investors, closed-end funds, or CEFs, remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. CEFs are generally characterized by higher volatility and deeper draw-downs 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.
