Activity
The portfolio was up +5.22% and the SPX was up +3.71%.
There was no activity in the SPY position. I still hold the February long call and put credit spread. For the month, the position added 444 bps to the overall portfolio.
The Dec SPX broken wing butterfly position expired. The Jan SPX broken wing butterfly was adjusted a couple of times and a Feb SPX broken wing butterfly was added. For the month, the position added 76 bps to the overall portfolio.
The good luck position in Berkshire Hathaway added 1 bp to the portfolio this month.
Cash was flat.
Portfolio vs Index
