Informed Investing

SEPTEMBER 29, 2026

PepsiCo Raises Once a Year. Realty Income Raises Often. Which Belongs in Your Roth?

PepsiCo and Realty Income present unique opportunities for Roth IRA investors, but the tax implications are crucial. Realty Income's monthly distributions, taxed as ordinary income outside a Roth, benefit significantly from tax sheltering, yielding 5.9% compared to PepsiCo's 4.6%. While PepsiCo boasts a strong dividend growth...

OMAH vs. BRK-B: 15% a Year, Paid Monthly — and the Total-Return Tradeoff

The VistaShares Target 15 Berkshire Select Income ETF (OMAH) aims to deliver a target annual yield of approximately 15% through monthly distributions, leveraging a Berkshire Hathaway-style stock portfolio with an options overlay. Recent figures show a monthly payout of $0.2326 per share, translating to a 14.78% annualized...

#monthly distributions

PepsiCo Raises Once a Year. Realty Income Raises Often. Which Belongs in Your Roth?

OMAH vs. BRK-B: 15% a Year, Paid Monthly — and the Total-Return Tradeoff