Activity
The portfolio was up +10.52% and the SPX was up +7.01% for the month.
I closed the August SPY position and opened up an October position. This strategy added 1160 bps to the overall portfolio return this month.
I adjusted the September broken wing put butterfly by purchasing a debit spread. I also opened up an October broken wing put butterfly. For the month, this strategy subtracted 123 bps from the portfolio.
The good luck position in Berkshire Hathaway added 14 bps to the portfolio this month.
Cash was flat.
Portfolio vs Index
