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 dividends every month. Current holdings look like this: and performance, over the […]

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 generation. The portfolio currently holds twenty-five (25) positions to […]

Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were “falling knives” that I tried to catch, sometimes unsuccessfully (ACRES – that I will say a little more about in my review of the Dirac Portfolio later today or tomorrow) and more […]

The Hawking Portfolio is a High Yield “Income” portfolio that requires only a modest amount of attention other than to re-invest dividends so as to generate geometric “growth”. Since the portfolio generates ~$1,000 per month and I had over $3,000 sitting in cash I have added additional shares to three holdings in the portfolio – […]

July dividend distrubutions are in and ~$1,000+ “Income” is available for re-investment since I don’t need the “income”. Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently under-allocated and, maybe, ready to bounce so as to add a few more shates. I […]

It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that could benefit the performance of the portfolio (see below for an example). Current holdings in the […]

Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield – or over $1,000 per month “income” from dividends. Performance of the portfolio since inception in December 2020 (4 years) looks […]