![Hawking Portfolio Review: 7 July 2023 1 Hawking Portfolio Review: 7 July 2023 1](https://itawealth.com/wp-content/uploads/2023/07/Bali-110-844x1024.jpg)
Traditional Indonesian Dance, Bali, Indonesia
The Hawking Portfolio is an “Income” portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current holdings in the portfolio look like this:
that has produced the following performance to date:
i.e. it has generated returns ~5% higher than the benchmark AOR Fund.
With a little over $2,300 from dividends to re-invest I will probably add more shares of NMAI and NCZ to the portfolio.
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