VistaShares Target 15 Berkshire Select Income ETF offers a 15% annualized yield via option writing on a value-oriented, Berkshire-centric portfolio. OMAH suits investors prioritizing income stability and capital preservation over maximum total return, especially retirees seeking consistent monthly payouts. The fund's limited tech exposure and capped upside mean likely underperformance versus index-tracking, tech-heavy peers in strong bull markets.
Buffett famously refuses to pay a dividend on Berkshire Hathaway because he can compound your cash better than you can.
VistaShares Target 15 Berkshire Select Income ETF (NASDAQ:OMAH) targets a specific investor: the retiree who wants Warren Buffett's playbook without Berkshire's $300 billion-plus cash drag and needs monthly income.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,736 | $88,470.28 | $90,339.67 | $1,869.39 | 2.11% |
Kimberly Cappellano Private Wealth Asset Management LLC | 374 | $7,203 | $7,120.96 | -$82.04 | -1.14% |
| SE Sima Elimelech Activest Wealth Management | 1 | $19.3 | $19.03 | -$0.27 | -1.4% |
| TT Timothy Taylor TCM Advisors LLC | 27,732 | $531,153.28 | $528,849.24 | -$2,304.04 | -0.43% |
Jeffrey Gilbert Balboa Wealth Partners | 43,365 | $835,209.9 | $828,054.67 | -$7,155.23 | -0.86% |