FORTRESS FIGHT: GOOG-LC300 @ $353.50

BE SS: $373.00  |  CC-SS: $353.50  |  15 contracts (1,500 sh)  |  2026-07-09 21:37 |  ⌂ PORTFOLIO

GOOG-LC300 @ $353.50   UNDERWATER $19.50 (5.2% below BE SS)

15 contracts (1,500 sh)  |  BE SS: $373.00  |  CC-SS: $353.50  |  IV: MEDIUM  |  Accounts: Neville:0865

LC: $300 exp 2028-01-21 (entry $90.498/sh)
SP: $345 exp 2028-01-21 (entry $57.446/sh)
HP: $310 exp 2028-01-21 (entry $39.964/sh)

Economics

Max Loss$162,000(ND $73.00 + SW $35) x 1500
Normal income ref$39,000/mo75% ann ROI on ML
Hedge rolling cost$2,848/mo
Unrealized P&L$20,663fortress legs from IBKR
INCOME GOALPOSTS & VELOCITY
50% INCOME FLOOR
$19,500/mo
HEDGE COVER
$2,848/mo
NORMAL INCOME
$39,000/mo (ATM CC, chain)
IC VELOCITY
2.8 mo to earn back $109,500
ML VELOCITY
4.2 mo to earn back $162,000
NOT a deep drawdown: a CC at CC-SS $353.50 (probe: $352.5C 15d) still earns $39,000/mo (100% of normal). Sell the normal CC at/above CC-SS; a FIGHT CC below it is not needed here.
🏦 CAMPAIGN LEDGER , realized CC income since 2026-07-07; banked cash shrinks the hole, so CC-SS ratchets down (seeded from open positions, reconciled from IBKR executions nightly)
Banked since 2026-07-07
$0
Hole (after banked)
$0
Cycles closed
0
Credit in flight
$4,377
Open legAcctCredit/shIn flightOpened
15x $375C 10 Jul 2026U13190865$1.85$2,7792026-07-07
5x $400C 31 Jul 2026U13190865$3.20$1,5982026-07-07
TECHNICALS (cc_timing weekly gate + daily trigger)
WEEKLYNEUTRAL · %B 58 (live) · RSI 57 · MACD bearish, hist falling
DAILYMIXED (provisional) · RSI 45 · %B 44 · hist rising (nightly)
LEVELSUpper BB (CC ceiling) $414.17 (+17%) · daily UBB $373.65 · 1-wk expected move ±$22 (chain IV)
SETUPNo tilt: engine default. (advisory; floors and picks are chain-only)
⚠ Next earnings 2026-07-23: candidates whose expiry crosses it are flagged in the spectrum; EV is unreliable across earnings.
INTERPRETATION
Primary: 13 contracts at $360 / 8d. This is the safest strike (survival 62%, breach 38%) that still earns 50% of normal income ($19,500/mo); it brings $20,962/mo. The engine maximizes the odds the pullback never reaches your strike, rather than chasing the fattest near-ATM premium.
More income, less safety: the ladder tops out at 14 × $352.50/8d for $40,425/mo, but breach risk rises to 50% (+12pp vs the primary). The lower strike is hit by a smaller bounce.
More safety, less income: for just the hedge you can sit at 11 × $380/8d (92% survival, $2,970/mo).
Downside anchor: the primary mortgages $0 (0% of IC) ONLY on a full V-bounce all the way to SS $373, recoverable in 0.0 months of normal income. That is the rare tail; the frequent case is the strike holding. Surgical close on the 13 contracts realizes $17,485 and cuts bleed by $2,468/mo.

📅 Two weekly tracks, this Friday & next Friday

Each Friday gets its own recommended pick and full income ladder (safest strike per income rung, sized across your 15 contracts). The master ranks the two by E[net]/mo to pick one grand pick; both are shown here so you can choose the tenor that fits your roll cadence.

🏆 Grand pick: NEXT FRIDAY · 17 Jul 2026 (8d) · sell 13 × $360, 62% survival, $20,962/mo (E[net] $3,062/mo).
This week's Friday is inside the pin/gamma window, so only the next weekly is shown.
TrackExpirySellSurvivalIncome/moE[net]/mo
NEXT FRIDAY 🏆17 Jul 2026 · 8d13 × $36062%$20,962$3,062

📅 NEXT FRIDAY · 17 Jul 2026 · 8d · E[net] $3,062/mo 🏆 GRAND PICK

🎯 Engine pick: sell 13 × $360 (primary), 62% survival, breach 38%, $20,962/mo.
Stay at the pick. Stepping safer (the $367.50 rung (33% normal) lifts survival to 73% (breach 38% → 27%) for $7,800/mo less (37% income)) buys little extra safety; the income is doing real work covering the bleed.
GOOG  spot $353.50 · click a rung to expand its decision panel
RungSellExpiryDTEOTMSurvivalTouch oddsPer cycleIncome/moΔ vs pickCap give-up
cover hedge11 × $38017 Jul8d7.5%92%16%$792$2,970-$17,992$0
Sell 11 × $380 7.5% OTM over spot $353.50 17 Jul 2026 (8d, $0.77 mid)
= $792 credit for the 8d cycle → $2,970/mo projected
Survival (stays ≤ $380)
92%
Breach risk
8%
POP (stays ≤ $380.77)
93%
EV / mo
+$1,553
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
19%
Flat exit net (mid-life)
-$6,044
Free roll-up
+$12/wk
Safest escape (by 24 Jul 2026)
$392 @ 74% POP
67% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 11 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.79/sh now → $6.21 mid-life (likely $5.77–$9.22)≈ $0 at expiry  |  you banked $0.72/sh, so a flat mid-life exit nets -$5.49/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 578 simulated challenges: the $380 strike is typically first touched on day 5 of 8, at $385 (overshoots $5.18). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (11 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$38024 Jul 202611d left+$5.25/sh+$5,775
cycle +$6,567
[+$5,880…+$6,748] · 100% credit
67%
surv 51%
Reliable up-and-out (highest cap still free ≥60%)~$38924 Jul 202611d left+$0.96/sh+$1,056
cycle +$1,848
[+$291…+$1,513] · 84% credit
73%
surv 64%
Up-and-out for even (raise the cap, free)~$39224 Jul 202611d left+$0.02/sh+$21
cycle +$813
[-$937…+$413] · 37% credit
74%
surv 67%
Max even-money escape in the band~$39224 Jul 202611d left+$0.02/sh+$21
cycle +$813
[-$937…+$413] · 37% credit
74%
surv 67%
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$2,970/mo
vs 50% target ($19,500/mo)-85%
vs normal income ($39,000/mo)8% covered
Net income (after hedge)$4,442/mo
Downside budget
✓ $380 is at/above CC-SS $353.50: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($109,500)0.0%
… as % of ML ($162,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (11 ct)$15,098
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.18/sh (~25% of the $0.72 collected) or spot ≥ $380.77 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $380)); NOT the premium you collected. Momentum override: two daily closes above $373.65 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $376.20Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$376-380.77
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $380.77
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.90 (fallback)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$380.00 (1.1σ)$792$56,390+$35,727+$3,102
+2.5%$389.50 (1.5σ)$-9,658$54,965+$34,302+$3,102
+5%$399.00 (1.9σ)$-20,108$53,540+$32,877+$3,102
V-BOUNCE STRESS (stock → CC-SS $353.50, where you are whole again, by expiry)
Starting unrealized P&L: $20,663
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (11 × $380): -$0
+ Conservative CC premium (4 × $372.50): +$2,160
Total Position P&L @ SS: $22,823 (+$2,160 vs today)
Do-nothing baseline at SS: $28,763 (this trade vs do-nothing: $-5,940, the opportunity cost of earning $2,970/mo FIGHT income now)
🛡 safe yield15 × $38017 Jul8d7.5%92%16%$1,080$4,050-$16,912$0
Sell 15 × $380 7.5% OTM over spot $353.50 17 Jul 2026 (8d, $0.77 mid)
= $1,080 credit for the 8d cycle → $4,050/mo projected
Survival (stays ≤ $380)
92%
Breach risk
8%
POP (stays ≤ $380.77)
93%
EV / mo
+$2,118
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
21%
Flat exit net (mid-life)
-$8,242
Free roll-up
+$12/wk
Safest escape (by 24 Jul 2026)
$392 @ 74% POP
67% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 15 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.79/sh now → $6.21 mid-life (likely $5.80–$9.47)≈ $0 at expiry  |  you banked $0.72/sh, so a flat mid-life exit nets -$5.49/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 621 simulated challenges: the $380 strike is typically first touched on day 5 of 8, at $385 (overshoots $5.22). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (15 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$38024 Jul 202611d left+$5.25/sh+$7,875
cycle +$8,955
[+$8,060…+$9,467] · 100% credit
67%
surv 51%
Reliable up-and-out (highest cap still free ≥60%)~$38924 Jul 202611d left+$0.96/sh+$1,440
cycle +$2,520
[+$359…+$2,139] · 84% credit
73%
surv 64%
Up-and-out for even (raise the cap, free)~$39224 Jul 202611d left+$0.02/sh+$29
cycle +$1,109
[-$1,404…+$561] · 36% credit
74%
surv 67%
Max even-money escape in the band~$39224 Jul 202611d left+$0.02/sh+$29
cycle +$1,109
[-$1,404…+$561] · 36% credit
74%
surv 67%
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$4,050/mo
vs 50% target ($19,500/mo)-79%
vs normal income ($39,000/mo)10% covered
Net income (after hedge)$1,202/mo
Downside budget
✓ $380 is at/above CC-SS $353.50: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($109,500)0.0%
… as % of ML ($162,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (15 ct)$20,588
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.18/sh (~25% of the $0.72 collected) or spot ≥ $380.77 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $380)); NOT the premium you collected. Momentum override: two daily closes above $373.65 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $376.20Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$376-380.77
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $380.77
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.90 (fallback)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$380.00 (1.1σ)$1,080$57,518+$36,855+$4,230
+2.5%$389.50 (1.5σ)$-13,170$56,093+$35,430+$4,230
+5%$399.00 (1.9σ)$-27,420$54,668+$34,005+$4,230
V-BOUNCE STRESS (stock → CC-SS $353.50, where you are whole again, by expiry)
Starting unrealized P&L: $20,663
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (15 × $380): -$0
Total Position P&L @ SS: $20,663 (+$0 vs today)
Do-nothing baseline at SS: $28,763 (this trade vs do-nothing: $-8,100, the opportunity cost of earning $4,050/mo FIGHT income now)
33% normal15 × $367.5017 Jul8d4.0%73%55%$3,510$13,162-$7,800$0
Sell 15 × $367.50 4.0% OTM over spot $353.50 17 Jul 2026 (8d, $2.48 mid)
= $3,510 credit for the 8d cycle → $13,162/mo projected
Survival (stays ≤ $367.50)
73%
Breach risk
27%
POP (stays ≤ $369.99)
76%
EV / mo
$-4,156
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
43%
Flat exit net (mid-life)
-$5,506
Free roll-up
+$12/wk
Safest escape (by 24 Jul 2026)
$389 @ 82% POP
79% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 15 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.50/sh now → $6.01 mid-life (likely $6.81–$10.09)≈ $0 at expiry  |  you banked $2.34/sh, so a flat mid-life exit nets -$3.67/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,284 simulated challenges: the $368 strike is typically first touched on day 4 of 8, at $373 (overshoots $5.07). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (15 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$36824 Jul 202611d left+$5.44/sh+$8,162
cycle +$11,672
[+$7,944…+$8,912] · 100% credit
67%
surv 52%
Reliable up-and-out (highest cap still free ≥60%)~$37624 Jul 202611d left+$1.16/sh+$1,741
cycle +$5,251
[+$355…+$1,586] · 85% credit
73%
surv 64%
Up-and-out for even (raise the cap, free)~$37924 Jul 202611d left+$0.22/sh+$334
cycle +$3,844
[-$1,446…+$27] · 26% credit
74%
surv 67%
Max even-money escape in the band~$37924 Jul 202611d left+$0.22/sh+$334
cycle +$3,844
[-$1,446…+$27] · 26% credit
74%
surv 67%
reaches SS ✓
Safety roll (pay small debit, max POP)~$38924 Jul 202611d left-$2.22/sh-$3,332
cycle +$178
[-$6,173…-$3,941]
82%
surv 79%
budget: banked $3,510 debit $3,332 (95% used ≈ 1.1 wk of income) → whole cycle still +$178 cash · rolled 15 ct earn ≈ $15,502/mo while parked; 0 ct free to re-sell · clears SS ✓
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$13,162/mo
vs 50% target ($19,500/mo)-32%
vs normal income ($39,000/mo)34% covered
Net income (after hedge)$10,315/mo
Downside budget
✓ $367.50 is at/above CC-SS $353.50: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($109,500)0.0%
… as % of ML ($162,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (15 ct)$20,445
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $0.58/sh (~25% of the $2.34 collected) or spot ≥ $369.99 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $368)); NOT the premium you collected. Momentum override: two daily closes above $373.65 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $363.82Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$364-369.99
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $369.99
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.90 (fallback)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$367.50 (≤1σ, normal week)$3,510$43,073+$22,410-$4,590
+2.5%$376.69 (≤1σ, normal week)$-10,271$41,694+$21,032-$12,090
+5%$385.88 (1.4σ)$-24,052$40,316+$19,654-$12,090
V-BOUNCE STRESS (stock → CC-SS $353.50, where you are whole again, by expiry)
Starting unrealized P&L: $20,663
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (15 × $367.50): -$0
Total Position P&L @ SS: $20,663 (+$0 vs today)
Do-nothing baseline at SS: $28,763 (this trade vs do-nothing: $-8,100, the opportunity cost of earning $13,162/mo FIGHT income now)
🎯 50% normal13 × $36017 Jul8d1.8%62%62%$5,590$20,962$0
Sell 13 × $360 1.8% OTM over spot $353.50 17 Jul 2026 (8d, $4.62 mid)
= $5,590 credit for the 8d cycle → $20,962/mo projected
Survival (stays ≤ $360)
62%
Breach risk
38%
POP (stays ≤ $364.62)
69%
EV / mo
$-5,031
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
62%
Flat exit net (mid-life)
-$2,064
Free roll-up
+$12/wk
Safest escape (by 24 Jul 2026)
$392 @ 89% POP
87% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 13 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.33/sh now → $5.89 mid-life (likely $7.70–$10.74)≈ $0 at expiry  |  you banked $4.30/sh, so a flat mid-life exit nets -$1.59/sh  |  roll rows are incremental, the banked premium stays yours
📊 Across 1,871 simulated challenges: the $360 strike is typically first touched on day 3 of 8, at $365 (overshoots $5.35). The [P25–P75] under each Total is that door's credit across those paths; % credit is the share of those challenges where the roll is a net credit.
MoveNew strike ≈New expiryTenorEst netTotal (13 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$36024 Jul 202611d left+$5.54/sh+$7,208
cycle +$12,798
[+$6,920…+$7,515] · 100% credit
67%
surv 52%
Reliable up-and-out (highest cap still free ≥60%)~$36924 Jul 202611d left+$1.27/sh+$1,651
cycle +$7,241
[+$269…+$1,080] · 84% credit
73%
surv 64%
Up-and-out for even (raise the cap, free)~$37224 Jul 202611d left+$0.33/sh+$434
cycle +$6,024
[-$1,323…-$271] · 18% credit
74%
surv 67%
Max even-money escape in the band~$37224 Jul 202611d left+$0.33/sh+$434
cycle +$6,024
[-$1,323…-$271] · 18% credit
74%
surv 67%
SS $373 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$39224 Jul 202611d left-$3.99/sh-$5,189
cycle +$401
[-$9,242…-$6,651]
89%
surv 87%
budget: banked $5,590 debit $5,189 (93% used ≈ 1.1 wk of income) → whole cycle still +$401 cash · rolled 13 ct earn ≈ $6,723/mo while parked; 2 ct free to re-sell · clears SS ✓
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$20,962/mo
vs 50% target ($19,500/mo)+8%
vs normal income ($39,000/mo)54% covered
Net income (after hedge)$20,275/mo
Downside budget
✓ $360 is at/above CC-SS $353.50: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($109,500)0.0%
… as % of ML ($162,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (13 ct)$17,485
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $1.07/sh (~25% of the $4.30 collected) or spot ≥ $364.62 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $360)); NOT the premium you collected. Momentum override: two daily closes above $373.65 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $356.40Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$356-364.62
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $364.62
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.90 (fallback)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$360.00 (≤1σ, normal week)$5,590$36,108+$15,445-$1,430
+2.5%$369.00 (≤1σ, normal week)$-6,110$36,558+$15,895-$13,130
+5%$378.00 (1.0σ)$-17,810$35,908+$15,245-$17,680
V-BOUNCE STRESS (stock → CC-SS $353.50, where you are whole again, by expiry)
Starting unrealized P&L: $20,663
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (13 × $360): -$0
+ Conservative CC premium (2 × $372.50): +$1,080
Total Position P&L @ SS: $21,743 (+$1,080 vs today)
Do-nothing baseline at SS: $28,763 (this trade vs do-nothing: $-7,020, the opportunity cost of earning $20,962/mo FIGHT income now)
100% normal14 × $352.5017 Jul8d-0.3%50%99+%$10,780$40,425+$19,462$0
Sell 14 × $352.50 0.3% ITM over spot $353.50 17 Jul 2026 (8d, $8.15 mid)
= $10,780 credit for the 8d cycle → $40,425/mo projected
Survival (stays ≤ $352.50)
50%
Breach risk
50%
POP (stays ≤ $360.65)
63%
EV / mo
$-4,715
🛡 IF CHALLENGED (spot reaches the strike) · challenge = the strike is touched at any point, so it runs ~2x the breach risk (finishing through it)
Challenge odds (touch by expiry)
100%
Flat exit net (mid-life)
+$2,709
Free roll-up
+$12/wk
Safest escape (by 24 Jul 2026)
$390 @ 92% POP
91% survival
Roll menuyour doors if the call gets challenged; each row = buy back the 14 calls + sell the new ones, one order. Prices assume the central case (day 4 of 8); earlier = worse credits, later = better, through the strike = add intrinsic
Buyback gross: $8.15/sh now → $5.77 mid-life → ≈ $0 at expiry  |  you banked $7.70/sh, so a flat mid-life exit nets +$1.93/sh  |  roll rows are incremental, the banked premium stays yours
MoveNew strike ≈New expiryTenorEst netTotal (14 ct)POP / surv
of new CC
Roll out (same strike, buy time)~$35224 Jul 202611d left+$5.64/sh+$7,894
cycle +$18,674
67%
surv 52%
Up-and-out for even (raise the cap, free)~$36524 Jul 202611d left+$0.13/sh+$180
cycle +$10,960
75%
surv 68%
Max even-money escape in the band~$36524 Jul 202611d left+$0.13/sh+$180
cycle +$10,960
75%
surv 68%
SS $373 not reachable for even money within 45d; this is the ceiling of the free ladder
Safety roll (pay small debit, max POP)~$39024 Jul 202611d left-$4.40/sh-$6,159
cycle +$4,621
92%
surv 91%
budget: banked $10,780 debit $6,159 (57% used ≈ 0.7 wk of income) → whole cycle still +$4,621 cash · rolled 14 ct earn ≈ $5,214/mo while parked; 1 ct free to re-sell · clears SS ✓
POP = P(stays ≤ strike + premium collected, the call is profitable); surv = P(stays ≤ strike, the call expires fully worthless). Survival is the stricter bar (no premium cushion), so it sits below POP.
Method: each leg = its live quote (buyback off the ask, sells off the bid) × a Black-Scholes ratio to the challenge, using the leg's own IV shifted -0.4 vol pt per +1% move (equity skew: vol eases as spot rises; buyback shift floored at 0). Estimates, not quotes; the live roll table owns the real decision when a CC is actually threatened.
More detail, income coverage, downside budget, tripwires, held-to-expiry ladder, V-bounce stress
Income coverage
Gross FIGHT income$40,425/mo
vs 50% target ($19,500/mo)+107%
vs normal income ($39,000/mo)104% covered
Net income (after hedge)$38,657/mo
Downside budget
✓ $352.50 is at/above CC-SS $353.50: assignment is break-even or better.
Cap give-up @ CC-SS (V-bounce)-$0
… as % of IC ($109,500)0.0%
… as % of ML ($162,000)0.0%
Recovery months (at normal income)0.0 mo
Surgical close (14 ct)$18,655
Tripwiresprice and time left decide together; the matrix is the playbook
The one rule: roll when the short call's remaining TIME VALUE < $1.93/sh (~25% of the $7.70 collected) or spot ≥ $360.65 (breakeven), whichever comes first. Time value = call mark price minus intrinsic (max(0, spot − $352)); NOT the premium you collected. Momentum override: two daily closes above $373.65 (daily upper band) or daily RSI > 70 → treat "pressing" as "through".
Spot \ Time≥ 5d left3-4d left≤ 2d (expiry)
Below $348.98Do nothing. Theta wins.Do nothing.Penny buyback at the close; re-sell next cycle.
Pressing the strike
$349-360.65
Hold, alert at breakeven. Rolling into a spike pays top dollar; let theta bleed the buyback first.★ Roll on strength NOW: cheap buyback, fat credits.Close or roll same day; pin risk at the strike.
Through breakeven
≥ $360.65
Act now: intrinsic compounds daily. Up-and-out or safety roll.Roll or close immediately; time value is gone.Close today, or be assigned.
If held to expiryexact, settlement = intrinsic  ·  fortress delta 0.90 (fallback)
ScenarioSpotCC leg netPosition totalvs todayvs do-nothing
at strike$352.50 (≤1σ, normal week)$10,780$31,983+$11,320+$3,220
+2.5%$361.31 (≤1σ, normal week)$-1,557$30,192+$9,529-$9,117
+5%$370.12 (≤1σ, normal week)$-13,895$29,751+$9,089-$21,455
SS (= V-bounce)$373.00 (≤1σ, normal week)$-17,920$29,558+$8,895-$24,780
V-BOUNCE STRESS (stock → CC-SS $353.50, where you are whole again, by expiry)
Starting unrealized P&L: $20,663
+ Fortress recovery (un-capped): +$0
− CC assignment net of premium (14 × $352.50): -$0
+ Conservative CC premium (1 × $372.50): +$540
Total Position P&L @ SS: $21,203 (+$540 vs today)
Do-nothing baseline at SS: $28,763 (this trade vs do-nothing: $-7,560, the opportunity cost of earning $40,425/mo FIGHT income now)
A nudge, not a rule: the engine maximizes income at acceptable safety; this weighs the income you would give up against the breach risk you would shed. Your hedge bleed and your read on GOOG are the tiebreakers.
⚔ FIGHT CC options · full candidate scan (13 clear the floor), click to expand

Every eligible strike x expiry in the 4-45 DTE band (2 expiries scanned, 13 clear the income floor), each sized to the minimum contracts that clear it. Sorted by survival (safest first): the primary 🎯 is the safest; rows below trade safety for income.

Fortress delta: 0.900 (fallback)  |  Recovery@SS: +$0 (un-capped fortress gain if stock rallies to SS)  |  Do-nothing @ SS: $28,763

StrikeDTEExpiryBidSellIncome/moNet/moSurvivalPOP (mid)EV/moCap Give-up @ CC-SS%ICTotal P&L @ SS
$367.5015d24 Jul 2026$7.1014/15$19,880$18,11268%76%+$4,279-$00.0%$31,143 (vs do-nothing +$2,380)
$36515d24 Jul 2026$7.9013/15$20,540$19,85265%74%+$3,955-$00.0%$32,013 (vs do-nothing +$3,250)
$362.5015d24 Jul 2026$8.9011/15$19,580$21,05262%73%+$3,592-$00.0%$32,613 (vs do-nothing +$3,850)
$3608d17 Jul 2026$4.3013/15$20,962$20,27562%69%$-5,031-$00.0%$27,333 (vs do-nothing $-1,430)
$357.508d17 Jul 2026$5.2010/15$19,500$22,05258%67%$-4,130-$00.0%$28,563 (vs do-nothing $-200)
$357.5015d24 Jul 2026$11.059/15$19,890$23,52257%70%+$3,151-$00.0%$33,848 (vs do-nothing +$5,085)
$3558d17 Jul 2026$6.409/15$21,600$25,23254%65%$-3,338-$00.0%$29,663 (vs do-nothing +$900)
$35515d24 Jul 2026$12.308/15$19,680$24,39254%69%+$2,965-$00.0%$34,283 (vs do-nothing +$5,520)
$352.5015d24 Jul 2026$14.007/15$19,600$25,39251%67%+$3,243-$00.0%$34,083 (vs do-nothing +$5,320)
$352.508d17 Jul 2026$7.707/15$20,212$26,00550%63%$-2,358-$00.0%$29,673 (vs do-nothing +$910)
$35015d24 Jul 2026$15.007/15$21,000$26,79248%66%+$2,787-$00.0%$33,033 (vs do-nothing +$4,270)
$347.5015d24 Jul 2026$16.406/15$19,680$26,55244%65%+$2,574-$00.0%$31,763 (vs do-nothing +$3,000)
$347.508d17 Jul 2026$10.805/15$20,250$28,20241%60%$-1,097-$00.0%$28,463 (vs do-nothing $-300)

Income/mo = FIGHT leg gross, DTE-prorated. Net/mo = FIGHT + conservative CC gross minus hedge cost. POP (mid) = probability stock closes at or below (strike + mid premium) at expiry, per-strike chain IV when available. Survival = CC expires fully worthless. EV/mo = premium minus expected buyback, monthly, with realized vol = IV x 85% (variance risk premium 15%). Cap give-up @ SS = recovery mortgaged on a V-bounce to SS, net of premium. Total P&L @ SS = absolute position P&L if the stock closes at SS; "vs do-nothing" = opportunity cost against holding all 15 contracts at the conservative CC.

fortress_fight.py v6.0  |  2026-07-09 21:37