Activity
The portfolio was up +7.74% and the SPX was up +5.51%.
There was no activity in the SPY position this month. It added 724 bps to the overall portfolio performance this month.
For the SPX broken wing butterflies strategy, the August position was adjusted and a September position was opened. The strategy added 38 bps to the portfolio.
The good luck position in Berkshire Hathaway added 12 bps to the portfolio.
Cash was flat.
Portfolio vs Index
