OMAH
VistaShares Target 15 Berkshire Select Income ETF
📎 Investment Objective
The VistaShares Target 15 Berkshire Select Income ETF seeks to provide current income and capital appreciation by investing primarily in a portfolio of securities selected from the Berkshire Hathaway equity holdings.
Overview
ETF tracking VistaShares Target 15 Berkshire Select Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The VistaShares Target 15 Berkshire Select Income ETF seeks to provide current income and capital appreciation by investing primarily in a portfolio of securities selected from the Berkshire Hathaway equity holdings.
🎯 Investment Strategy
The ETF aims to track the investment performance of Berkshire Hathaway's equity portfolio, focusing on income-generating securities. The fund's holdings are selected to provide a balance of dividend yield and capital growth potential.
✨ Key Features
- Invests in a concentrated portfolio of Berkshire Hathaway's equity holdings
- Emphasis on income-generating securities to provide current yield
- Potential for capital appreciation by mirroring Berkshire's long-term investment approach
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration risk as the fund holds a limited number of securities
- Reliance on Berkshire Hathaway's investment decisions and performance
- Potential for higher volatility compared to a more diversified fund
- Limited performance history and assets under management
👤 Best For
The VistaShares Target 15 Berkshire Select Income ETF may be suitable for investors seeking exposure to Berkshire Hathaway's equity portfolio with a focus on income generation. It may be appropriate for investors with a long-term investment horizon and a moderate to high-risk tolerance.