ADX earns a 'Buy' rating, outperforming USA, which is rated 'Sell' due to persistent underperformance. In this article, you will find out why the two legendary closed-end funds, ADX and USA, are fundamentally different despite initially seeming like 'twins.' I will examine the reasons why investing in ADX remains profitable today, while USA will likely 'eat up' your capital.
When most people think about the soaring stock market, they're really only thinking back to the end of 2022, when it feels like it all started.
Some Closed-End Funds (CEF) hide under the radar successfully and quietly go about earning moderate returns for investors.
Adams Diversified Equity Fund remains a strong long-term income option, currently offering an 8% dividend yield and tax-efficient distributions. ADX's portfolio is heavily weighted toward technology, with top holdings like NVDA, MSFT, and AAPL, and has outperformed peers in total return over the long term. Despite positive earnings and asset growth, ADX trades at a premium to its historical NAV discount, prompting a continued hold rating.
Are we in a stock market bubble or not? Let's tackle that question head-on, because it's all we seem to be hearing about these days.
I'm regularly struck by something American investors always seem to take for granted: The many choices we have available to gain financial independence.
Dividend Harvesting Portfolio weathered a volatile week, maintaining strong income generation and a 28.75% return on invested capital despite market turmoil. Added Adams Diversified Equity Fund at a 9.3% discount to NAV and 8.18% yield, enhancing portfolio diversification and income potential. October is on track to be the largest income month, with Q4 projected to generate $650–$700 and set up for $3,000+ in 2026 income.
Enjoy massive income from the market in an extremely easy and simple portfolio. We encourage investors to hold at least 42 investments, but today, we create a four-fund alternative. Your retirement, your future – you are responsible for your success.
I love to collect massive dividends, and I love them to be on sale. Don't miss stretching your dollar as far as possible. We examine two wonderful opportunities.
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 the ten best 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 10 CEFs every month from around 500 closed-end funds.
ADX's shift to an 8% managed distribution policy has continued to narrow its discount, making it more attractive for income-focused investors. The fund's performance has outpaced the S&P 500 in share price returns, but future upside due to discount contraction is likely to be limited. ADX's portfolio closely mirrors the S&P 500, with heavy tech and Magnificent 7 exposure, but with fewer holdings and higher turnover to help fund its payout.
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.