Activity
The portfolio was down -1.78% and the SPX was down -1.11%.
I rolled the SPY position from Feb to Apr. I currently hold a long call and a put credit spread. The SPY position added 18 bps to the portfolio this month.
I adjusted the Feb SPX broken wing butterfly and I added a Mar SPX broken wing butterfly. For the month, this position subtracted 194 bps.
The good luck position in Berkshire Hathaway subtracted 2 bps from the portfolio.
Cash was flat.
Portfolio vs Index
