Activity
The portfolio was down -10.19% and the SPX was down -8.41%.
There was no activity in the Apr SPYs. The position subtracted 650 bps from the portfolio.
I made a couple of adjustments to the Mar SPX butterfly and also closed out the main portion of that trade. I also added an Apr SPX butterfly and made an adjustment to it. The position subtracted 356 bps from the portfolio.
The good luck position in Berkshire Hathaway subtracted 12 bps from the portfolio.
Cash was flat.
Portfolio vs Index
