The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth.
Current Holdings look like this:
with performance like this:
Over this ~30 month period, the Hawking Portfolio has outperformed the benchmark AOR fund by ~6% thanks to the consistent high dividends.
At present I have ~$1,200 from this months “income” to reinvest – I will be adding additional shares in KYN and CPZ.