Six winners, one loser for the September option cycle, for a small profit. BRKB, GLD, TLT, SPY all came in on the positive side, with multiple trades on TLT. The loser, short TBT puts, was relatively big and ate up all the profits from the offsetting TLT trades.
The glass half full view is that opinion wise, I was wrong on all three markets (bonds, gold, stocks), and still eeked out a positive month by sitting out most of the action.
I have three small positions going forward to October, short puts on GLD, SPY, TLT.
Long GLD, SPY, TLT
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