Another interesting Lizard, Queensland, Australia
The Hawking Portfolio is a Buy-and-Hold “Income” Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like this:
with performance over the past 2 years looking like this:
i.e. returns have stayed consistently ahead of the benchmark AOR Fund over all this time period.
The portfolio is rarely adjusted other than to re-invest the dividends generated from the funds.
David
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