DIVE yields 1.06% · ADC yields 4.13%● Live data
📍 ADC pulled ahead of the other in Year 1
Combined, DIVE + ADC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of DIVE + ADC for your $10,000?
DIVE invests in a concentrated portfolio of 25 to 35 dividend-paying, large-cap US companies with structural competitive advantages trading below fair value. Stock selection combines qualitative analysis with sector-relative quantitative scoring across valuation, growth, and profitability metrics. The portfolio is then weighted based on the sub-adviser's top ideas, with risk managed through diversification across sectors and factors such as value, growth, momentum, quality, and volatility. The strategy uses a behavioral finance-driven approach, exploiting market inefficiencies caused by investor biases to identify undervalued companies with strong fundamentals, sustainable competitive advantages, and dividend yield growth potential. The fund follows a structured sell framework focused on risk control, changing fundamentals, and maintaining income. Positions are sold when dividend yields decline due to price appreciation.
Full DIVE Calculator →Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.
Full ADC Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.