How to Buy Berkshire at a Discount
The third-best-rated closed-end fund, Blackrock Dividend Achievers Trust (BDV), is trading at an even larger discount, of 14.1%. Chevron (CVX), Bank of America (BAC) and General Electric (GE) headline its portfolio, which averages a dividend yield of 4.54%.
At a 17.8% discount to net assets, the fourth-place Lazard Global Total Return and Income Fund (LGI) is 85% invested in stocks such as IBM (IBM), Microsoft (MSFT), Oracle (ORCL) and Exxon Mobil (XOM).
Finally, the Boulder Growth & Income Fund (BIF) also offers a modestly smaller 29.3% exposure to Berkshire Hathaway Class A shares at a similar discount to the above-mentioned Boulder fund of 11.3%. Wal-Mart and Anheuser-Busch are the next two largest holdings.
For more information, check out an explanation of our ratings.
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