| Invest In 6 Funds For 6% Income With SWAN-Like Features |
The market is recovering. It may be the right time to invest. The proposed portfolio aims for 6% income, market-matching returns, capital protection, and low maintenance, making it ideal for conservative income investors. Despite being diversified and conservative, the portfolio carries market, geopolitical, and economic risks, but aims for lower volatility and drawdowns. |
seekingalpha.com |
2025-05-10 12:30:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-05-04 12:10:00 |
Czytaj oryginał (ang.) |
| Adams Diversified Equity Fund Declares Distribution |
BALTIMORE, April 21, 2025 (GLOBE NEWSWIRE) -- On April 17, 2025, Adams Diversified Equity Fund, Inc. (NYSE: ADX) declared a distribution of $0.46 per share payable May 30, 2025 to shareholders of record on April 28, 2025. The distribution is optionally payable in additional shares of common stock (default) or in cash by specific stockholder election received before 4 p.m. |
globenewswire.com |
2025-04-21 13:00:00 |
Czytaj oryginał (ang.) |
| Adams Diversified Equity Fund Announces First Quarter 2025 Performance |
BALTIMORE, April 17, 2025 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) announces the Fund's investment returns for the first quarter of 2025. The total return on the Fund's net asset value for the first quarter of 2025 was -3.9%, with dividends and capital gains reinvested. This compared to -4.3% total return for both the S&P 500 Index and the Morningstar U.S. Large Blend category. The total return on the Fund's market price for the period was -3.9%. |
globenewswire.com |
2025-04-17 22:21:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-03-26 23:03:51 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-03-23 10:00:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-03-22 11:00:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-03-13 04:00:24 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-03-03 11:15:00 |
Czytaj oryginał (ang.) |
| 5 Best CEFs This Month: Average Yield Of 10% (February 2025) |
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. |
seekingalpha.com |
2025-02-23 10:30:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-02-11 07:34:32 |
Czytaj oryginał (ang.) |
| 5 Best CEFs This Month For Nearly 10% Yield (January 2025) |
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. |
seekingalpha.com |
2025-01-25 10:00:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-01-23 11:15:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-01-20 09:35:00 |
Czytaj oryginał (ang.) |
| Adams Diversified Equity Fund Declares Distribution |
BALTIMORE, Jan. 17, 2025 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) has declared a distribution of $0.47 per share payable February 28, 2025 to shareholders of record on January 27, 2025, including $0.03 net investment income, $0.12 short-term capital gain, and $0.19 long-term capital gain realized in 2024 and $0.13 from 2025 sources. The full distribution is optionally payable in additional shares of common stock (default) or in cash by specific stockholder election received before 4 p.m. (ET) on February 14, 2025, the valuation date. The issue price for shares will be the Fund's closing NYSE market price on the valuation date. |
globenewswire.com |
2025-01-17 11:00:00 |
Czytaj oryginał (ang.) |
| Adams Diversified Equity Fund Announces 2024 Performance |
BALTIMORE, Jan. 16, 2025 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) announces the Fund's investment returns for 2024. The total return on the Fund's net asset value for 2024 was 23.6%, with dividends and capital gains reinvested. The comparable figures for the S&P 500 Index and Morningstar U.S. Large Blend Category were 25.0% and 22.7%, respectively. The total return on the Fund's market price for the period was 28.1%. |
globenewswire.com |
2025-01-16 19:17:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-01-09 07:10:14 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2025-01-07 09:35:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2024-12-29 10:30:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2024-12-22 04:46:12 |
Czytaj oryginał (ang.) |
| 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. |
forbes.com |
2024-12-07 10:35:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2024-11-24 11:30:00 |
Czytaj oryginał (ang.) |
| Potential $5,000 Monthly Income: 10 Investments To Buy And Hold For Next 10 Years |
We present a highly diversified yet simple portfolio of 10 positions, with 9 funds and one individual MLP stock. The portfolio has been designed for retirees and investors planning for retirement, with a 6% current income yield and potentially 6% plus dividend growth. The portfolio presented uses a hands-off approach, and it is diversified among many asset classes as well as different sectors of the economy to be able to withstand different economic cycles in the next 10 years. |
seekingalpha.com |
2024-11-23 11:00:00 |
Czytaj oryginał (ang.) |
| Adams Diversified Equity Fund Declares Year-End Distribution |
BALTIMORE, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) declared today a year-end distribution of $1.96 per share. The total distributions by the Fund for 2024 will be $2.50 per share, including the distributions totaling $0.54 per share made in 2024 prior to today's announcement. The annual distribution rate represented by these distributions is 10.9%. |
globenewswire.com |
2024-11-14 19:27:00 |
Czytaj oryginał (ang.) |
| This 8% Dividend Is The Perfect Buy As Markets Turn Choppy |
I get it if you're a bit wary of this latest market rally: We've got a volatile (to say the least!) election now days away. |
forbes.com |
2024-10-29 11:35:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2024-10-29 11:15:00 |
Czytaj oryginał (ang.) |
| 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. |
seekingalpha.com |
2024-10-27 11:00:00 |
Czytaj oryginał (ang.) |
| ADX: 8% Distribution Rate Policy And Discount Widening Back Out |
The Adams Diversified Equity Fund provides an investor with a pretty plain S&P 500 Index-like exposure in a CEF wrapper. The fund completed a tender offer earlier this year that we were able to take advantage of; they further announced a change in their distribution policy. ADX's new distribution policy provides for a minimum 8% annual payout, smoothing distributions throughout the year, but we could still see a large year-end. |
seekingalpha.com |
2024-10-22 14:55:23 |
Czytaj oryginał (ang.) |
| Adams Diversified Equity Fund Reports Nine Month Results |
BALTIMORE, Oct. 17, 2024 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) today announced the Fund's results for the nine months ended September 30th. The total return on Adams Diversified Equity's net asset value, with dividends and capital gains reinvested, was 21.3%. Comparable figures for the S&P 500 and the Morningstar U.S. Large Blend category were 22.1% and 20.4%, respectively. The total return on the market price of the Fund's shares for the period was 24.9%. |
globenewswire.com |
2024-10-17 20:05:00 |
Czytaj oryginał (ang.) |
| Q32 Bio to Present Tissue-Targeted Complement Inhibitor ADX-097 Positive Phase 1 Clinical Trial Results at the American Society of Nephrology Kidney Week 2024 |
-- Poster presentation to highlight data from completed first-in-human, Phase 1 ascending dose clinical trial of ADX-097 in healthy volunteers; results support Phase 2 dose selection and continued clinical advancement of ADX-097 -- WALTHAM, Mass. , Oct. 14, 2024 /PRNewswire/ -- Q32 Bio Inc. (Nasdaq: QTTB) ("Q32 Bio"), a clinical stage biotechnology company focused on developing biologic therapeutics to restore immune homeostasis, today announced that it will present clinical data supporting its program for innate immunity, ADX-097, at the American Society of Nephrology (ASN) Kidney Week 2024, taking place October 24-27, 2024, in San Diego, Calif. |
prnewswire.com |
2024-10-14 10:59:00 |
Czytaj oryginał (ang.) |
| 2 Picks For High-Yield Investors Who Seek Growth-Like Exposure |
Income investors often favor value investments like midstream infrastructure, equity REITs, and blue-chip cash cows for yields between 5% to 8%. Long-term alpha-like returns are unlikely with these assets, but they offer stable income streams that are suitable for defensive retirement portfolios. Some investors might, however, want to combine high yield with growth-like exposure. |
seekingalpha.com |
2024-10-07 00:22:13 |
Czytaj oryginał (ang.) |
| 5 Best CEFs This Month For 9% Plus Yield (September 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. |
seekingalpha.com |
2024-09-29 13:30:00 |
Czytaj oryginał (ang.) |
| Seeking +8% Yields In A Lower Rate Environment |
Using diversified funds to gain wide exposure and strong income can be a winning income strategy. One of our picks gives exposure to REITs which are primed to strongly benefit from rate cuts. The other pick has over half a century of strong returns and NAV appreciation. |
seekingalpha.com |
2024-09-25 11:35:00 |
Czytaj oryginał (ang.) |
| Using The ADX Indicator In Trading: Practical Gold Futures Example |
In the trading world, having the right tools and knowing how to use them correctly can be the difference between success and failure. One such tool is the Average Directional Index (ADX), which is acknowledged as a fundamental indicator for assessing the strength and direction of market trends. |
benzinga.com |
2024-09-23 15:44:56 |
Czytaj oryginał (ang.) |
| ADX: 6% Yield That Works In Few Situations |
The Adams Diversified Equity Fund has been operating since 1929, offering consistent distributions with a current yield of 6.28%. ADX has historically delivered returns in line with or exceeding the S&P 500, generating slight alpha over the broader market. The investment case for ADX centers on accessing S&P 500-like risks and returns, with primary returns driven by distributions rather than price appreciation. |
seekingalpha.com |
2024-09-19 13:03:38 |
Czytaj oryginał (ang.) |
| 9 Closed-End Fund Buys In The Month Of August 2024 |
The broader equity market saw declines in early August but ended near all-time highs to finish off the month. I put some capital to work this month at the low, but not as much as I had planned initially, as the market swiftly recovered. Most of the moves this month were corporate action-driven events, primarily the BlackRock tender offers, as we finished up the first measurement period. |
seekingalpha.com |
2024-09-15 13:24:24 |
Czytaj oryginał (ang.) |
| Stress And Work Kills, Dividends Provide |
Workplaces and stress related to them are a top 5 causes of death in the U.S.; dividends have caused zero fatalities. We look at how dividends can provide for you and your loved ones, without trading your health for wealth. True wealth is one that is recurring, even if you're not working. |
seekingalpha.com |
2024-09-12 11:35:00 |
Czytaj oryginał (ang.) |
| These Incredible 10% Dividends Make Money 95% Of The Time |
When it comes to investing, there are two critical “bedrocks” we need to keep in mind. Everything else builds out from there. |
forbes.com |
2024-09-10 11:15:00 |
Czytaj oryginał (ang.) |