Activity

The portfolio was down -6.24% and the SPX was down -3.92% for the month.

I closed the October SPY position and opened up a December position. This strategy subtracted 964 bps from the overall portfolio this month.

I added a December broken wing put butterfly. For the month, this strategy added 343 bps to the overall portfolio.

The good luck position in Berkshire Hathaway subtracted 3 bps from the portfolio this month.

Cash was flat.

Portfolio vs Index