Captain America reports on Berkshire Hathaway's impressive market performance and the launch of an ETF designed to mimic Buffett's investment strategy while providing income.
Captain America reports on Berkshire Hathaway's impressive market performance and the launch of an ETF designed to mimic Buffett's investment strategy while providing income.

Old School Values New School Gains

Well folks looks like even in this crazy mixed up world some things still hold true. Warren Buffett's Berkshire Hathaway is proving that old fashioned value investing isn't just for geezers like me anymore. While everyone else is chasing the latest widget Berkshire's stock is up a whopping 17% this year! The S&P 500? Down 6%. Looks like someone’s been eating their Wheaties huh?

The Oracle Speaks (And the Market Listens)

They call Buffett the "Oracle of Omaha," and I gotta say he's been giving even Dr. Strange a run for his money with those predictions. All this attention is coming just in time for Berkshire's annual shareholder meeting. It's like a pilgrimage for the financially faithful! And you know what else is happening? Some folks have launched the VistaShares Target 15 Berkshire Select Income ETF (OMAH). It's like they’re trying to bottle Buffett’s genius. Risky move but I admire the chutzpah!

The Buffett Bunch: A League of Extraordinary Stocks

This ETF is packing some serious firepower. We're talking Apple American Express Kroger VeriSign Bank of America Citi Visa and of course Coca Cola – Buffett's favorite sugary beverage. Adam Patti from VistaShares calls it a "well balanced portfolio chosen by the most successful investor the world has ever seen." High praise but considering the returns it might just be true. It's a who's who of Wall Street's strongest kind of like the Avengers of Finance!

Outpacing the Pack: Berkshire's Long Game

This isn't just a flash in the pan people. Berkshire's been crushing the S&P 500 for years. Tripled the performance in the last year alone! And over the past five years? A 185% return! That's more than double the S&P. It's enough to make even Tony Stark jealous of those numbers. Guess slow and steady wins the race just like my old pal the Tortoise taught me back in '42!

Cash is King (And Buffett's Got a Whole Kingdom)

Now here's the kicker: Buffett's sitting on a mountain of cash. He trimmed stakes in some big names like Apple and it's paying off. The market's been a bit of a rollercoaster especially since the start of Trump's second term (down 8% yikes!). But Buffett's playing the long game focusing on quality. As Patti says "the switch has flipped and we're looking at quality in terms of exposure." Makes sense to me especially when things get a little… chaotic.

Income with an Old School Twist: The Dividend Dilemma

Here's where things get interesting. Berkshire famously *doesn't* pay a dividend. Buffett believes he can reinvest that cash to create even more value. But some shareholders want that sweet sweet income. That's where this ETF comes in. It's designed to produce 15% income annually by selling call options and distributing monthly payments. So you get Buffett's picks *and* a paycheck? Not bad kid. Not bad at all. "Who doesn't want to invest like Buffett but with income?" Patti asked. A fair point. Time to see if this new strategy can live up to the hype. Excelsior!


Comments

  • Bonkers profile pic
    Bonkers
    5/22/2025 7:26:25 AM

    I'm skeptical about the 15% income claim. Sounds too good to be true.

  • jamie548 profile pic
    jamie548
    5/19/2025 10:43:20 PM

    Too much focus on Buffett. He's a legend, but markets change.

  • xiaoqi profile pic
    xiaoqi
    5/19/2025 12:48:38 PM

    Buffett's like the Captain America of Wall Street – always reliable and sticking to his principles!

  • SRL51550 profile pic
    SRL51550
    5/10/2025 4:14:11 PM

    Is it ethical to profit from call options?

  • makemoneyinc profile pic
    makemoneyinc
    4/29/2025 11:59:27 PM

    I don't trust any investment that promises a guaranteed return.

  • bluevalee profile pic
    bluevalee
    4/28/2025 6:57:20 PM

    I'm heading to Omaha for the shareholder meeting. Anyone else going?

  • Joshua37194 profile pic
    Joshua37194
    4/28/2025 2:42:40 AM

    Will this ETF hold up during a market crash?