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This 8% Yielding Fund Actually BEAT The S&P 500 Over 30 Years: ADX

This video discusses the Adams Diversified Equity Fund (ADX), a closed-end fund that has outperformed the S&P 500 over 30, 10, 5, and 12-month periods, while paying an 8% distribution. The creator explores how ADX bridges the gap between growth investing and high-yield income funds, highlighting its historical performance and the underlying company's long history.

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Microsoft is mentioned as a company whose massive bull market gains have historically helped ADX maintain its distributions.

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Apple is a significant holding in the ADX fund, comprising 6.7% of its assets.

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Nvidia is a top holding in the ADX fund, representing 7.6% of its portfolio.

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The Adams Diversified Equity Fund (ADX) is highlighted as a high-yield fund that has significantly outperformed the S&P 500 over multiple long-term periods, making it an attractive investment.

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Tracked calls opened from this post

ADX
buy opened Sep 12, 2026
-0.08%