No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Wednesday, October 22, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Markets

Warren Buffett’s top stock picks can now be invested with income bonus

by TheAdviserMagazine
6 months ago
in Markets
Reading Time: 4 mins read
A A
Warren Buffett’s top stock picks can now be invested with income bonus
Share on FacebookShare on TwitterShare on LInkedIn


In a year that hasn’t been kind to many big-name stocks, Warren Buffett’s Berkshire Hathaway is standing near the top. Berkshire shares have posted a 17% return year-to-date, while the S&P 500 index is down 6%.

That performance places Berkshire among the top 10% of the U.S. market’s large-cap leaders, and the run has been getting Buffett more attention ahead of next weekend’s annual Berkshire Hathaway shareholder meeting in Omaha, Nebraska. It’s also good timing for the recently launched VistaShares Target 15 Berkshire Select Income ETF (OMAH), which holds the top 20 most heavily weighted stocks in Berkshire Hathaway, as well as shares of Berkshire Hathaway. 

Berkshire is currently the biggest holding in the ETF, at 10.6% of the fund. Other top holdings in the ETF from among the ranks of Berkshire’s biggest bets include Apple, American Express, Kroger, VeriSign, Bank of America, Citigroup, Visa and of course Coca-Cola, a long time favorite of the man known as the Oracle of Omaha.

“It’s a really well-balanced portfolio chosen by the most successful investor the world has ever seen,” Adam Patti, CEO of VistaShares, said in an appearance this week on CNBC’s “ETF Edge.”

Berkshire’s outperformance of the S&P 500 isn’t limited to 2025. Buffett’s stock has tripled the performance of the market over the past year, and its 185% return over the past five years is more than double the performance of the S&P 500.

Stock Chart IconStock chart icon

hide content

Berkshire Hathaway is one of 2025’s top performing stocks.

In addition to its long-term track record of success in the market, Berkshire Hathaway is getting a lot of attention right now for the record amount of cash Buffett is holding as he trimmed stakes in big stocks including Apple, which has proven to be a great strategy. The S&P 500 has experienced extreme short-term volatility since President Donald Trump’s inauguration on January 20. Even after a recent recovery, the S&P is still down 8% since the start of Trump’s second term.

“The market has been momentum driven for many years, the switch has flipped and we’re looking at quality in terms of exposure, and Berkshire Hathaway has performed incredibly well this year, handily outperforming the S&P 500,” Patti said.

Berkshire Hathaway famously doesn’t pay a dividend, with Buffett holding firm over many decades in the belief that he can re-invest cash to create more value for shareholders. In a letter to shareholders in February, Buffett wrote that Berkshire shareholders “can rest assured that we will forever deploy a substantial majority of their money in equities — mostly American equities.”

The lack of a dividend payment has been an issue over the years for some shareholders at Berkshire who do want income from the market, according to Patti, who added that his firm conducted research among investors in designing the ETF. “Who doesn’t want to invest like Buffett, but with income?” he said.

So, in addition to being tied to the performance of Berkshire and the stock picks of Buffett, the VistaShares Target 15 Berkshire Select Income ETF is designed to produce income of 15% annually through a strategy of selling call options and distributing monthly payments of 1.25% to shareholders. This income strategy has become more popular in the ETF space, with more asset managers launching funds to capture income opportunities and more investors adopting the approach amid market volatility.



Source link

Tags: bonusBuffettsIncomeinvestedpicksstockTopWarren
ShareTweetShare
Previous Post

The Elusive Meaning of Equal Opportunities

Next Post

8 Legal Loopholes That Can Get You Out of a Gym Membership You Didn’t Want

Related Posts

edit post
Workers Shed Light on the Biggest Shifts in the Workplace Now

Workers Shed Light on the Biggest Shifts in the Workplace Now

by TheAdviserMagazine
October 22, 2025
0

BigPixel Photo / Shutterstock.comThe workplace in 2025 is being shaped by changing attitudes, shifting priorities, and new cultural flashpoints. From...

edit post
Barclays Q3 earnings

Barclays Q3 earnings

by TheAdviserMagazine
October 22, 2025
0

One Churchill Place skyscraper, the Barclays Plc headquarters, at Canary Wharf in London, U.K., on Thursday, Jan. 7, 2021. Bloomberg |...

edit post
Travis Kelce joins activist investor Jana Partners in push to revive Six Flags

Travis Kelce joins activist investor Jana Partners in push to revive Six Flags

by TheAdviserMagazine
October 21, 2025
0

Travis Kelce #87 of the Kansas City Chiefs looks on during warmups before the game against the Detroit Lions at...

edit post
Netflix (NFLX) reports strong growth in Q3 revenue and earnings

Netflix (NFLX) reports strong growth in Q3 revenue and earnings

by TheAdviserMagazine
October 21, 2025
0

Netflix, Inc. (NASDAQ: NFLX) on Tuesday reported higher revenue and profit for the third quarter of fiscal 2025. The matched...

edit post
5 Signs That Look Like Aging but Could Signal Infection

5 Signs That Look Like Aging but Could Signal Infection

by TheAdviserMagazine
October 21, 2025
0

cheapbooks / Shutterstock.comWhen you or an older loved one starts acting differently, it might not be age-related memory loss or...

edit post
Earnings Preview: What to expect from Procter & Gamble’s Q1 FY26 report

Earnings Preview: What to expect from Procter & Gamble’s Q1 FY26 report

by TheAdviserMagazine
October 21, 2025
0

The Procter & Gamble Company (NYSE: PG) is set to report its first-quarter results on Friday, with Wall Street analysts...

Next Post
edit post
8 Legal Loopholes That Can Get You Out of a Gym Membership You Didn’t Want

8 Legal Loopholes That Can Get You Out of a Gym Membership You Didn’t Want

edit post
7 Things That Happen When a Debt Collector Loses in Court

7 Things That Happen When a Debt Collector Loses in Court

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

October 9, 2025
edit post
Corning CEO says Jeff Bezos taught him that creating value is less about overcoming failure than, ‘if something is working, double down on it’

Corning CEO says Jeff Bezos taught him that creating value is less about overcoming failure than, ‘if something is working, double down on it’

0
edit post
Navan to aim for -8b valuation in Nasdaq IPO next week

Navan to aim for $7-8b valuation in Nasdaq IPO next week

0
edit post
India, U.S. near trade deal with major tariff cuts, reduced Russian oil purchases

India, U.S. near trade deal with major tariff cuts, reduced Russian oil purchases

0
edit post
Robinhood lists BNB token

Robinhood lists BNB token

0
edit post
A wish list for Carney’s fall budget

A wish list for Carney’s fall budget

0
edit post
Usa Rare Earth (USAR): Dreht die Seltene-Erden-Aktie am kritischen 25-USD-Support?

Usa Rare Earth (USAR): Dreht die Seltene-Erden-Aktie am kritischen 25-USD-Support?

0
edit post
Corning CEO says Jeff Bezos taught him that creating value is less about overcoming failure than, ‘if something is working, double down on it’

Corning CEO says Jeff Bezos taught him that creating value is less about overcoming failure than, ‘if something is working, double down on it’

October 22, 2025
edit post
Navan to aim for -8b valuation in Nasdaq IPO next week

Navan to aim for $7-8b valuation in Nasdaq IPO next week

October 22, 2025
edit post
Robinhood lists BNB token

Robinhood lists BNB token

October 22, 2025
edit post
Usa Rare Earth (USAR): Dreht die Seltene-Erden-Aktie am kritischen 25-USD-Support?

Usa Rare Earth (USAR): Dreht die Seltene-Erden-Aktie am kritischen 25-USD-Support?

October 22, 2025
edit post
Beyond Meat shares surge as meme traders buy stock

Beyond Meat shares surge as meme traders buy stock

October 22, 2025
edit post
Where Will It Be in 1 Year (Oct 22)

Where Will It Be in 1 Year (Oct 22)

October 22, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Corning CEO says Jeff Bezos taught him that creating value is less about overcoming failure than, ‘if something is working, double down on it’
  • Navan to aim for $7-8b valuation in Nasdaq IPO next week
  • Robinhood lists BNB token
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.