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You are here: Home / Archives for ITA Portfolios / Hawking Portfolio

Hawking Portfolio Review – 30 September 2021

October 2, 2021 By HedgeHunter 3 Comments

The Hawking portfolio is designed as an “Income” Portfolio with a targeted annualized “income” of 8%. The portfolio quiver is comprised of a number of Closed-End-Funds (CEFs) that pay out high dividends – usually on a monthly schedule, but some quarterly. This month (September) was a month for payments from all funds (monthly and quarterly […]

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Hawking Portfolio Review – 29 October 2021

October 31, 2021 By HedgeHunter Leave a Comment

The Hawking Portfolio, although holding more assets than other portfolios (~30) is easier to manage since the objective is to keep adjustments/trades to a minimum with no exit rules other than to use a 3 Standard Deviation TSLO order as “disaster” protection. Thus, the portfolio is essentially a Buy-And-Hold portfolio with the only requirement being […]

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Hawking Portfolio Review – 31 December 2021

January 3, 2022 By HedgeHunter 2 Comments

The Hawking Portfolio is an “Income” portfolio constructed from a diversified selection of high yielding Closed-End-Funds (CEFs) that pay regular weekly or monthly dividends/distributions that can either be withdrawn for “income” or re-invested for compounded growth. Performance for 2021 looks like this: with a very respectable 17.5% return – lower than the high perf0ming US […]

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Hawking Portfolio Review – 31 January 2022

February 1, 2022 By HedgeHunter 3 Comments

The Hawking Portfolio is strictly an “Income” Portfolio with a target return from distributions of at least 8%. Over the past month, TSLOs were hit on four of the funds held in the portfolio (EXG, EOD, IGD and BGB) and current performance looks like this: Thus, we have seen an ~8% maximum draw-down since the […]

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Hawking Portfolio Review – 1 March 2022

March 2, 2022 By HedgeHunter 5 Comments

The Hawking portfolio is an “income” portfolio holding ~30 Closed-End-Funds (CEFs) with a target average annual return from distributions (primarily dividends) of greater than 8%. Current holdings are as shown in the screenshot below: Performance of the portfolio since inception is beating the benchmark AOR fund quite comfortably (by ~7%): The portfolio is intended to […]

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Hawking Portfolio Review – 1 April 2022

April 3, 2022 By HedgeHunter 5 Comments

The Hawking Portfolio is an “Income-focused” portfolio constructed from a pool of Closed-End-Funds (CEFs) and does not rely on continuous regular adjustments to manage – the plan is to simply re-invest the “income” generated (since this is not currently required to supplement other income streams) so as to promote geometric growth. However, occasionally I will […]

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Hawking Portfolio Review – 3 May 2022

May 6, 2022 By HedgeHunter Leave a Comment

The Hawking Portfolio is an income generating portfolio of CEFs and requires very little management other than to re-invest the dividends in underweight funds so as to promote geometric growth. Dividend distributions for April are now in and the portfolio looks like this: With a little over $800 cash from dividend payments I will be […]

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Hawking Portfolio Review – 3 June, 2022

June 5, 2022 By HedgeHunter 2 Comments

The Hawking Portfolio is an “Income” portfolio built from Closed-End-Funds (CEFs) with a target of generating over 8% annual income from distributions. It is also hoped to pick up a “growth” component that adds to “total return”. Performance to date looks like this: and has led the benchmark AOR Fund over the past 17 months. […]

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

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