Activity
The portfolio was up +7.53% and the index SPX was up +5.24%.
There was no activity in the SPY portion of the portfolio. This strategy added 762 bps to the overall return for the month.
For the SPX broken wing butterfly strategy, another May position was added late in the month. Also, the June position was initiated. For the month, this strategy subtracted 18 bps from the portfolio.
The good luck position in Berkshire Hathaway added 9 bps to the portfolio return.
Cash was flat.
Portfolio vs Index
