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
Hawking Portfolio Review: 3 March, 2023
The Hawking Portfolio is an “Income” portfolio built from Closed-End-Funds (CEFs). As such, it requires very little management, other than to re-invest any dividends paid, except for occasional reviews to check on current yields
Hawking Portfolio Review: 12 May 2023
The Hawking Portfolio is essentially a Buy-And-Hold “Income” Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the composition of the portfolio looks like this: I
Hawking Portfolio Review: 2 June 2023
The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it’s lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look
Hawking Portfolio Review: 7 July 2023
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
Hawking Portfolio Review: 4 August 2023
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
Hawking Portfolio Review: 1 December 2023
The Hawking Portfolio is another portfolio that I haven’t reviewed for some time (4 months) – so it’s about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn’t require much attention other than to re-invest
Hawking Portfolio Review: 1 March, 2024
I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a “Buy and Hold” portfolio built on the purchase of high yield Closed-End Funds (CEFs) for income
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