Buy And Hold Portfolio For Next 10 Years: Potential $5,500 Monthly Income

This article presents a diversified, fund-based portfolio targeting market-matching growth and a 6%+ income yield, with lower tech exposure than the S&P 500. The model portfolio, comprising 5 ETFs and 6 CEFs, emphasizes asset class diversification—spanning blue-chip dividends, tech, real estate, gold, materials, energy, and utilities. The portfolio presented uses ahands-off approach, and it is diversified among many asset classes to be able to withstand different economiccycles in the next 10 years.

Seeking Alpha • Dec 13, 2025

ADX Vs. USA: Why I Am Buying The Winner And Selling The Loser

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.

Seeking Alpha • Dec 11, 2025

This 9% Dividend Profits When Gen Z Spends Their Paycheck

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.

Forbes • Dec 6, 2025

Reitrees: Adams Diversified (ADX) Yields 8.1% And No One Has Heard Of It

Some Closed-End Funds (CEF) hide under the radar successfully and quietly go about earning moderate returns for investors.

24/7 Wall Street • Nov 25, 2025

Adams Diversified Equity Fund Declares Distribution

BALTIMORE, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) declared today a distribution of $0.46 per share payable December 23, 2025 to shareholders of record on November 21, 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 • Nov 13, 2025

ADX: Solid Equity Income Fund That Outperforms S&P 500

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.

Seeking Alpha • Nov 10, 2025

This Stock Market Bubble Is Not Real (This 8% Dividend Proves It)

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.

Forbes • Oct 31, 2025

Ready To Retire? These 8%+ CEFs Show The Way

I'm regularly struck by something American investors always seem to take for granted: The many choices we have available to gain financial independence.

Forbes • Oct 18, 2025

Adams Diversified Equity Fund Reports Nine Month Results

BALTIMORE, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) today announced the Fund's investment returns for the first nine months of 2025. The total return on the Fund's net asset value for the first nine months of 2025 was 16.0%, with dividends and capital gains reinvested. This compared to 14.8% total return for the S&P 500 Index and 13.4% total return for the Morningstar U.S. Large Blend category. The total return on the Fund's market price for the period was 17.8%.

GlobeNewsWire • Oct 16, 2025

Dividend Harvesting Portfolio Week 241: $24,100 Allocated, $2,649.70 In Projected Dividends

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.

Seeking Alpha • Oct 16, 2025