Activity
The portfolio was up +5.22% and the SPX was up +4.53%.
There were no trades in the SPY this month. The position added 478 bps to the portfolio.
In the middle of the month I opened the Jul SPX butterfly. During the last week of the month I adjusted the Jun SPX butterfly with a put credit spread. The position added 45 bps to the portfolio.
The good luck position in Berkshire Hathaway subtracted 2 bps from the portfolio.
Cash was flat for the month.
Portfolio vs Index
