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 looking like this: i.e. returns have stayed consistently ahead of […]

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: … well above the baseline AOR Fund. Current holdings (25 CEFs) are shown in the following figure: and ~$1,000 is available […]

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 is essentially a “Buy-And-Hold” portfolio I do make occasional […]

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 portfolio value. If Cash is not required immediately the […]

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, providing these two characteristics are satisfied (high […]

The Hawking Portfolio is an “Income” portfolio built from Closed-End-Funds (CEFs) with a target of generating over 8% annual income from distributions. It is also hoped to pick up a “growth” component that adds to “total return”. Performance to date looks like this: and has led the benchmark AOR Fund over the past 17 months. […]

The Hawking Portfolio is an income generating portfolio of CEFs and requires very little management other than to re-invest the dividends in underweight funds so as to promote geometric growth. Dividend distributions for April are now in and the portfolio looks like this: With a little over $800 cash from dividend payments I will be […]

The Hawking Portfolio is an “Income-focused” portfolio constructed from a pool of Closed-End-Funds (CEFs) and does not rely on continuous regular adjustments to manage – the plan is to simply re-invest the “income” generated (since this is not currently required to supplement other income streams) so as to promote geometric growth. However, occasionally I will […]