Activity
The portfolio was +3.96% and the SPX was up +2.27% for the month.
in the SPY position, I closed out the August options and rolled them out to October. For the month, this position added 285 bps to the overall portfolio return.
The July SPX options expired. I made a small adjustment to the August position and I added a September position and adjustment. For the month, this strategy added 111 bps to the portfolio.
The good luck position in Berkshire Hathaway did not add to or subtract from the portfolio.
Cash was flat.
Portfolio vs Index
