7-0-1 for July cycle

Seven winners, one break even, zero losers for the July option cycle, another solid month.

The seven winners:
SPY Jul 66 put
TBT Jul 31 put
SDS Jul 30 put
TLT Jul 90 put
BRKB Jul 60 put
SPY Jul 92 put
SDS Aug 27 put

The one breakeven: SPY Jul 88 put

While the market did swing, it didn't move enough for the way out of the money option buyers to make money if they held until expiration.

Most of the winners expired without drama near delta zero. With the steep Friday sell off in stocks I am now net long SPY.

Long BRKB, GLD, SPY*, TLT*
SPY offset by SDS, net long SPY
TLT offset by TBT, net long TLT