OMAH: Riding Berkshire's Coattails To Prosperity?

  • The OMAH ETF aims to replicate Berkshire Hathaway's top 20 equity holdings and uses a covered-call strategy to generate high monthly income. Concerns include underperformance due to capped upside returns, exclusion of Berkshire's operating businesses, and uncertainty about future stock picks post-Warren Buffett. The fund's 15% distribution rate may lead to NAV liquidation if returns fall short, creating a negative spiral.