Activity
The portfolio was up +4.87% and the SPX was up +0.55% for the month.
I rolled out of the June SPY position and into August. The SPY position subtracted 28 bps from the portfolio.
The May SPX broken wing butterfly position was adjusted and expired. The June position was adjusted and I added a July position as well. The pricing at the end of the month seems a bit off and I expect to perform a little worse than expected next month when I think it should correct itself. For now though, the position added 510 bps to the portfolio.
The good luck position in Berkshire Hathaway added 6 bps to the portfolio.
Cash was flat.
Portfolio vs Index
