OMAH combines $805 million in Berkshire-style blue chips with covered calls to deliver a 15% annualized monthly distribution to income-focused retirees.
OMAH's 5% YTD gain beat Berkshire's 5% slide but trailed SCHD by 15 points, as covered calls capped upside in the blue-chip rally.
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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. OMAH holds Berkshire-style blue chips (insurance, regulated utilities, consumer staples, financial franchises) and writes covered calls to aim at a 15.3% trailing distribution yield. With shares around $19 and ******* ets at roughly $805 million, OMAH has captured attention precisely because Berkshire (NYSE:BRK-B) has gone the other direction this year.
OMAH owns a concentrated basket of durable franchise equities that Buffett has historically favored, then sells call options against those holdings to harvest premium income, which is distributed monthly alongside underlying dividends. The fund's name ("Target 15") signals the goal: an annualized 15% distribution rate, paid monthly. A $250,000 stake at that target throws off roughly $37,500 a year in cash, though investors should pull the latest Form 19-A-1 notice to see how much is realized income versus a return of capital.
OMAH's 5% YTD gain beat Berkshire's 5% slide but trailed SCHD by 15 points, as covered calls capped upside in the blue-chip rally.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and OMAH didn't make the cut. Grab the names FREE today.
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. OMAH holds Berkshire-style blue chips (insurance, regulated utilities, consumer staples, financial franchises) and writes covered calls to aim at a 15.3% trailing distribution yield. With shares around $19 and ******* ets at roughly $805 million, OMAH has captured attention precisely because Berkshire (NYSE:BRK-B) has gone the other direction this year.
OMAH owns a concentrated basket of durable franchise equities that Buffett has historically favored, then sells call options against those holdings to harvest premium income, which is distributed monthly alongside underlying dividends. The fund's name ("Target 15") signals the goal: an annualized 15% distribution rate, paid monthly. A $250,000 stake at that target throws off roughly $37,500 a year in cash, though investors should pull the latest Form 19-A-1 notice to see how much is realized income versus a return of capital.
4 months ago
