Activity
The portfolio was up +6.31% and the SPX was up +4.24%.
The April SPY position was rolled out to June. The position added 372 bps to the overall return this month.
The March SPX broken wing butterfly position expired. I adjusted the April position and added a June position. The position added 252 bps to the portfolio.
The good luck position in Berkshire Hathaway added 7 bps.
The cash position was flat.
Portfolio vs Index
