Activity

The portfolio was up +10.80% and the SPX was up +12.68%.

There were no trades in the SPY this month. The position added 1082 bps to the portfolio return.

A Jul SPX broken wing butterfly was opened. The position subtracted 6 bps from the portfolio.

The good luck position in Berkshire Hathaway added 5 bps to the portfolio.

Cash was flat.

Portfolio vs Index

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