Activity
The portfolio was up +17.91% and the SPX was up +10.75%.
I closed out the Dec SPY position and opened up the Feb SPY position. For the month, the SPY position added 1424 bps to the overall portfolio.
The Nov SPX broken wing butterfly position expired. I adjusted the Dec SPX using a put credit spread. I added a Jan SPX broken wing butterfly position. The SPX position added 352 bps to the overall portfolio.
The good luck position in Berkshire Hathaway added 16 bps to the portfolio this month.
Cash was flat.
Portfolio vs Index
