Activity
The portfolio was up +5.09% and the SPX was up +2.61%.
There was no activity in the SPY position this month. This position added 95 bps to the overall return this month.
The February SPX broken wing butterfly expired and I added an April SPX broken wing butterfly. For the month, the SPX position added 408 bps to the portfolio.
The good luck position in Berkshire Hathaway added 6 bps.
Cash was flat.
Portfolio vs Index
