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Many people regard Warren Buffett as the greatest investor of all time, while others consider Berkshire Hathaway (BRK.A) the greatest holding company of all time. I am in the camp that Mr. Buffett is one of the greatest
OMAH: Replicate Berkshire's Largest Holdings And Generate Double-Digit Distribution Yields
Summary
- OMAH ETF mirrors Berkshire Hathaway's top holdings and uses an options strategy to target a 15% annualized yield, appealing to income-focused investors.
- The fund offers indirect exposure to Berkshire with a diversified, non-tech-heavy portfolio and includes BRK.B and AAPL as anchor holdings.
- Risks include a short track record, concentrated portfolio, and potential volatility in options markets, making it unsuitable as a Berkshire replacement.
- I'm bullish on OMAH for income generation, but it's not ideal for pure capital appreciation; it's best for those prioritizing high, recurring income.
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking Alpha
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in OMAH over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.
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