Activity
The portfolio was up+3.11% and the SPX was up +2.22% for the month.
The SPY position had no transactions this month. The position added 195 bps to the portfolio performance.
The June SPX broken wing butterfly was adjusted and expired. The July SPX broken wing butterfly has been adjusted. The August SPX broken wing butterfly was added. For the month, this strategy added 120 bps to the portfolio performance.
The good luck position in Berkshire Hathaway subtracted 5 bps from the portfolio.
Cash was flat.
Portfolio vs Index
