@syeds_wealth_blueprint — 4x breakout selling ADX, Adams Diversified Equity Fund / ARCC, Ares Capital Corporation

@syeds_wealth_blueprint — 4x breakout selling ADX, Adams Diversified Equity Fund / ARCC, Ares Capital Corporation | Overshot

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FINANCE FINANCE This is the Two Income Vehicles Paying 8% And 10% You Don't Know About !!! 😳 ABOUT AI, TWO INCOME VEHICLES paying 8% and 10% that most investors have overlooked. AND WHAT I WANT BEFORE I START, very clear before I I DO NOT CHASE HIGH I do not chase high HIGH YIELDS BLINDLY. HIGH YIELD WITHOUT quality is a trap BUT THESE TWO But these two are LET ME TELL YOU WHY. Let me tell you why Number one, ADX, Adams Adx ADX, ADAMS DIVERSIFIED diversified equity fund EQUITY FUND This close-end fund has AROUND SINCE been around since 1929 NINETEEN TWENTY-NINE. IT HOLDS A DIVERSIFIED portfolio of America's LARGEST COMPANIES, largest companies Microsoft, Microsoft, Apple, Nvidia, Nvidia, Visa, names you recognize BUT HERE'S THE PART THAT IS EXTRAORDINARY. But here's the part that is extraordinary IT PAYS TWO PERCENT It pays 2% every every quarter, QUARTERLY every quarter, that is eight percent per year, and it has beaten the IT HAS BEATEN THE S&P FIVE HUNDRED S&P 500 on a total return basis ON A TOTAL RETURN BASIS CONSISTENTLY consistently since the since the early EARLY 2000S. early 2000s. How does a fund holding fund holding BLUE-CHIP that yield less than two percent pay you pay you eight percent? IT SELLS POSITIONS It sells positions at a AT A PROFIT AND profit and distributes DISTRIBUTES those capital gains to those capital gains to SHAREHOLDERS. shareholders. AND BECAUSE MOST those and because most OF THOSE DISTRIBUTIONS those distributions are ARE CLASSIFIED classified as long-term capital gains, they are AS LONG-TERM CAPITAL GAINS, capital gains, they are TAXED AT taxed at 0%, 15% or 20%, ZERO PERCENT, FIFTEEN PERCENT, OR TWENTY PERCENT, taxed at 0%, 15% or 20%, DEPENDING ON YOUR depending on your tax TAX BRACKET, bracket, not as an not as an ordinary ORDINARY INCOME. That tax advantage THAT TAX ADVANTAGE ALONE IS MASSIVE. is massive. Number two, Number two, ARES ARCC, ARCC, the largest CAPITAL, the largest THE LARGEST BUSINESS business COMPANY IN AMERICA. development company in 30 BILLION IN LOANS 30 billion in loans ACROSS across 619 companies SIX HUNDRED AND NINETEEN COMPANIES, 10% YIELD ten percent yield, and here's number that should make every income investor stop ARCC HAS NOT CUT ARCC has not cut its DIVIDEND IN dividend in seventeen YEARS consecutive consecutive years, not Not once through the THROUGH THE TWO THOUSAND AND 2008 financial crisis, EIGHT FINANCIAL CRISIS, THROUGH COVID, through COVID, through EVERY every rate cycle, stable RATE CYCLE. stable OR GROWING DIVIDEND or growing dividend FOR SEVENTEEN years in a row YEARS IN A ROW. NON-PERFORMING Non-performing loans at LOANS AT JUST just 2.4%, below its own TWO POINT FOUR PERCENT just 2.4%, below its own POST-CRISIS post-crisis average and AVERAGE AND WELL well below the industry AVERAGE AT FOUR average at 4% INVESTMENT GRADE RATED BY ALL THREE MAJOR AGENCIES. SINCE ITS IPO IN TWO THOUSAND Since its IPO in 2004, IT HAS RETURNED returned 11.9% per year, NINE PERCENT returned 11.9% per year, BETTER THAN BDC better than BDC average CONSISTENTLY, consistently CONSISTENTLY, ADX AT EIGHT PERCENT ADX at 8% tax as capital TAXED AS CAPITAL GAINS, gains ARCC AT TEN PERCENT ARCC at 10% with a WITH A SEVENTEEN-YEAR dividend track DIVIDEND TRACK RECORD. foundations TWO COMPLETELY Two completely different DIFFERENT VEHICLES, vehicles, BOTH BUILT ON Both built on quality QUALITY FOUNDATIONS. foundations. FOLLOW FOR MORE. Follow for more

Transcript

This is the most underreported story in finance right now. And this is not about AI, interest rates, or geopolitics. It is two income vehicles paying 8% and 10% that most investors have completely overlooked. And what I want, very clear before I start, I do not chase high yields blindly. High yield without quality is a trap. But these two are different. Let me tell you why. Number one, ADX, Adams Diversified Equity Fund. This closed-end fund has been around since 1929. It holds a diversified portfolio of America's largest companies, Microsoft, Apple, Nvidia, Visa, names you recognize. But here's the part that is extraordinary. It pays 2% every quarter, that is 8% per year, and it has beaten the S&P 500 on a total return basis consistently since the early 2000s. How does a fund holding blue-chip stocks that yield less than two percent pay you eight percent? It sells positions at a profit and distributes those capital gains to shareholders. And because most of those distributions are classified as long-term capital gains, they are taxed at 0%, 15% or 20%, depending on your tax bracket, not as an ordinary income. That tax advantage alone is massive. Number two, ARCC, Ares Capital Corporation. The largest business development company in America. 30 billion in loans across 619 companies. Ten percent yield, and here's the number that should make every income investor stop scrolling. ARCC has not cut its dividend in 17 consecutive years, not once through the 2008 financial crisis, through COVID, through every rate cycle, stable or growing dividend for 17 years in a row. Non-performing loans at just 2.4%, below its own post-crisis average and well below the industry average at 4%. Investment grade rated by all three major agencies. Since its IPO in 2004, it has returned 11.9% per year, consistently better than BDC average. Consistently. ADX at 8% taxed as capital gains, ARCC at 10% with a 17-year dividend track record. Two completely different vehicles, both built on quality foundations.