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You are here: Home / Archives for Hawking Portfolio

Hawking Portfolio Review: 2 June 2023

June 4, 2023 By HedgeHunter Leave a Comment

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

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

Hawking Portfolio Review: 12 May 2023

May 13, 2023 By HedgeHunter Leave a Comment

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

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

Hawking Portfolio Review: 3 March, 2023

March 5, 2023 By HedgeHunter Leave a Comment

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

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

Hawking Portfolio Review: 10 January, 2023

January 11, 2023 By HedgeHunter Leave a Comment

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

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

Hawking Portfolio Review: 2 December, 2022

December 5, 2022 By HedgeHunter Leave a Comment

The Hawking Portfolio is an income generating portfolio that needs very little management other than to re-invest dividends to support geometric growth in returns. Performance to date (including November dividend payments) looks like this:

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

Hawking Portfolio Review: 7 October, 2022

October 10, 2022 By HedgeHunter Leave a Comment

The Hawking Portfolio is a “Buy-And-Hold” Income portfolio of high yielding assets – primarily Closed-End-Funds (CEFs). Performance over the past 18 months looks like this: with returns ~6% higher than the benchmark AOR Fund despite some recent hits as investors ran for the exits. Although this

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

Hawking Portfolio Review – 5 August, 2022

August 7, 2022 By HedgeHunter Leave a Comment

The Hawking Portfolio is a low maintenance portfolio with the focus on “income” from a selection of Closed-End-Funds (CEFs). Over the past couple of months I have trimmed this back to a portfolio holding 25 of these Funds, each with a nominal allocation of 4% of

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

Hawking Portfolio Review – 11 July, 2022

July 12, 2022 By HedgeHunter 2 Comments

The Hawking is an “Income” portfolio built from a quiver of Closed-End-Funds (CEFs) that generate distributions with high yield. The target is to generate at least 8% per year from this income stream. In addition, funds trading at a discount to Net Asset Value (NAV) are preferred and,

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Portfolio Management, Portfolio Performance

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