Adams Diversified Equity Fund

ADX

Market cap $2.7B

For those who adopt a dividend strategy, having a “thermometer” with which to measure the real performance of our stocks is an immense advantage. This thermometer is NAV, a simple line on a graph that anyone can observe and understand without the need for calculations or interpretations. If it grows over the years, it means that the security earned its distributions: if it goes down, it means that it paid them at the expense of NAV.

Adams Diversified Equity Fund serves as a strong example of a growth income source different from covered calls income funds. ADX offers an 8% dividend yield, a reasonable expense ratio, and a long history of beating the broad market, making it suitable for long-term investors. The growth income approach may also help investors navigate the market corrections by taking some chips off the table and reinvesting wisely.

Adams Diversified Equity Fund (ADX) offers stability, a nearly century-long track record, and currently trades at a -9.3% discount to NAV. ADX has outperformed the S&P 500 over 1, 3, 5, and 10 years, with an 8.18% distribution yield and a history of growing distributions. The fund's actively managed, sector-neutral portfolio is positioned for growth, especially in technology and AI-related holdings, enhancing long-term return potential.

Near the end of 2022, a reader wrote in to tell me that my bullish view of the economy at the time was off the mark. From his vantage point, people were struggling, prices were soaring, and wages weren't keeping up.

ADX and SPYI offer sky-high dividend yields to investors. Both have underlying portfolios that are quite similar to the S&P 500's. I compare them side by side and share which fund is better suited to different types of investors.

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.

Market timing is futile; a disciplined, diversified, and rules-based approach is essential for long-term investing success. A Near-Perfect Strategy portfolio aims for consistent income, growth, and lower volatility through diversification and strategic planning. The portfolio targets 6% income and S&P 500-beating returns, with lower volatility and drawdowns, making it suitable for investors seeking financial freedom or retirement income.

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.

Caring about dividends can increase our returns, but caring about NAV can save our portfolio. Return and NAV protection must go hand in hand, because there can be no sustainable return without protecting the value of the underlying assets. As far as I am concerned, the way to protect my portfolio is to favor only securities with a positive NAV over time.