Activity
The portfolio was up +1.23% and the SPX was down -2.77%.
There was no activity in the SPY position. The SPY position subtracted 306 bps from the overall portfolio.
I closed the October broken wing put butterfly. I added a November broken wing put butterfly and I added a second December broken wing put butterfly. The SPX butterflies added 435 bps to the overall portfolio.
The good luck position in Berkshire Hathaway subtracted 6 bps from the portfolio.
Cash was flat.
Portfolio vs Index
