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: 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: 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: 10 January, 2023
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: 2 December, 2022
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:
Hawking Portfolio Review: 7 October, 2022
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
Hawking Portfolio Review – 5 August, 2022
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
Hawking Portfolio Review – 11 July, 2022
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,
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