FORTRESS FIGHT: PORTFOLIO

38 fortress slices across 4 account(s)  |  10 deep drawdown (FIGHT)  |  8 underwater (not deep DD)  |  0 uncapped above water  |  19 capped (out of scope)  |  2026-07-10 22:04

FIGHT income if all primaries filled: $68,323/mo (52% of normal target)

⚔ FIGHT: underwater & uncapped   click a fortress for the full decision dashboard

FortressAcctCtPriceCC-SS↑ whole🎯 RecommendedChal oddsPer cycleIncome/moFloorNet/moBankedPOPCap @ CC-SSRec (mo)
COPX ↗Joint:178220$75.76$93.9224.0%Sell 15 x $80 (7d) [Next Fri]41%$750$3,21467%$1,761-83%-$20,128 (35.4% IC)2.1
NEM ↗Main:12995$94.77$117.1523.6%Sell 5 x $100 (7d) [Next Fri]38%$275$1,17975%$921$40884%-$8,301 (61.4% IC)2.7
BMNR ↗RetireInc:729150$15.30$19.5828.0%Sell 36 x $17 (7d) [Next Fri]36%$720$3,08667%$3,553-85%-$8,573 (27.4% IC)0.9
MSTR ↗RetireInc:72914$98.20$167.3270.4%Sell 4 x $110 (7d) [Next Fri]34%$444$1,90377%$1,567-86%-$22,482 (468.4% IC)4.5
GLXY ↗Main:1299125$26.06$34.1431.0%Sell 97 x $30 (7d) [Next Fri]32%$3,395$14,55067%$10,324-87%-$36,761 (133.1% IC)0.8
ETHA ↗Main:129950$13.62$18.0832.7%Sell 27 x $14.50 (7d) [Next Fri]32%$162$69430%$119-86%-$9,492 (43.8% IC)2.1
CLSK ↗RetireInc:729125$12.69$16.8933.1%Sell 23 x $14.50 (7d) [Next Fri]31%$299$1,28168%$817-87%-$5,200 (55.6% IC)1.4
CRWV ↗Neville:08655$89.16$126.3641.7%Sell 5 x $100 (7d) [Next Fri]31%$495$2,12167%$1,976$89487%-$12,685 (124.1% IC)2.0
MU-LC970 ↗Neville:08652$968.92$1,230.9427.0%Sell 2 x $1110 (7d) [Next Fri]30%$2,440$10,45766%$10,059$2,44987%-$21,749 (43.5% IC)0.7
IREN-LC50 ↗RetireInc:729120$40.63$67.0965.1%Sell 20 x $46 (7d) [Next Fri]29%$1,840$7,886105%$6,626$45184%-$40,342 (294.5% IC)2.7
TOTAL (10)306$10,820$46,37170%$37,724$4,201-$185,713

⏱ TRIPWIRE STATUS, 20 active short call(s)   1 TRIPPED  ·  4 watch  ·  3 harvest

The one rule, applied to live marks: roll when remaining time value ≤ max($0.04, 25% of collected) or spot at/past breakeven (strike + premium). Statuses refresh on every run; challenges happen during US RTH (your night), so a TRIPPED row here means act at the open or set the order now.

FortressAcctCallSpotBreakevenMarkTime valueStatusAction
METAMain:12993x $630C 31 Jul 2026 (21d)$670.76$653.94$64.20$22.97TRIPPED ▸🟡 ROLL vs HOLD · intrinsic is the enemy why ▸
DELLRetireInc:72913x $450C 10 Jul 2026 (0d)$449.03$460.58$5.78$5.78WATCH ▸🟢 HOLD · theta is winning why ▸
AMZNJoint:178210x $252.5C 13 Jul 2026 (3d)$246.93$253.75$0.68$0.68WATCH ▸🟢 HOLD · theta is winning why ▸
SOFIRetireInc:729135x $19.5C 17 Jul 2026 (7d)$19.27$19.71$0.51$0.51WATCH ▸🟢 HOLD · theta is winning why ▸
NVDANeville:08655x $212.5C 17 Jul 2026 (7d)$205.92$213.97$2.10$2.10WATCH ▸🟢 HOLD · theta is winning why ▸
INTCNeville:08655x $130C 15 Jul 2026 (5d)$108.64$130.99$0.20$0.20HARVEST ▸🟢 HOLD · theta is winning why ▸
RKLBRetireInc:72916x $101C 17 Jul 2026 (7d)$80.21$102.23$0.25$0.25HARVEST ▸🟢 HOLD · theta is winning why ▸
GLDMain:12995x $410C 31 Jul 2026 (21d)$376.27$413.30L$0.65$0.65HARVEST ▸🟢 HOLD · theta is winning why ▸
GLDMain:12995x $390C 17 Jul 2026 (7d)$376.27$391.35$0.75$0.75OK ▸🟢 HOLD · theta is winning why ▸
QCOMRetireInc:72915x $207.5C 17 Jul 2026 (7d)$188.21$210.55$1.50$1.50OK ▸🟢 HOLD · theta is winning why ▸
ENPHRetireInc:729110x $50C 17 Jul 2026 (7d)$45.05$50.95$0.78$0.78OK ▸🟢 HOLD · theta is winning why ▸
APPRetireInc:72911x $600C 17 Jul 2026 (7d)$516.41$604.35$2.00$2.00OK ▸🟢 HOLD · theta is winning why ▸
SPCXNeville:08655x $175C 17 Jul 2026 (7d)$148.35$176.09$0.57$0.57OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC45Neville:086520x $53C 17 Jul 2026 (7d)$40.54$53.47$0.20$0.20OK ▸🟢 HOLD · theta is winning why ▸
COIN-LC165Main:12998x $215C 17 Jul 2026 (7d)$162.00$215.67$0.20$0.20OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25Main:129920x $55C 17 Jul 2026 (7d)$40.54$55.49$0.16$0.16OK ▸🟢 HOLD · theta is winning why ▸
IREN-LC25Joint:178220x $55C 17 Jul 2026 (7d)$40.54$55.49$0.16$0.16OK ▸🟢 HOLD · theta is winning why ▸
IGVMain:129912x $100C 24 Jul 2026 (14d)$94.05$100.97$0.62$0.62OK ▸🟢 HOLD · theta is winning why ▸
MDBNeville:08651x $410C 24 Jul 2026 (14d)$357.42$417.85$4.77$4.77OK ▸🟢 HOLD · theta is winning why ▸
HIMSMain:129915x $48C 24 Jul 2026 (14d)$34.86$48.79$0.32$0.32OK ▸🟢 HOLD · theta is winning why ▸

UNDERWATER, but NOT a deep drawdown   a CC at CC-SS still earns ≥20% of normal; sell the normal CC, no FIGHT below CC-SS needed

FortressAcctCtPriceCC-SS↑ wholeCC @ CC-SS incomeNormal incomeAction
RIOT ↗Joint:178250$20.89$20.470.0%$12,964/mo (83%)$15,536/mosell normal CC at/above CC-SS
COIN-LC145 ↗RetireInc:72913$162.16$185.9014.6%$1,453/mo (28%)$5,271/mosell normal CC at/above CC-SS
GOOG-LC340 ↗Neville:08655$354.16$373.165.4%$5,893/mo (45%)$13,125/mosell normal CC at/above CC-SS
GOOG-LC310 ↗Joint:1782, Main:129915$354.16$335.540.0%$30,825/mo (78%)$39,375/mosell normal CC at/above CC-SS
MU-LC880 ↗Main:12995$968.92$1,034.546.8%$50,036/mo (63%)$79,125/mosell normal CC at/above CC-SS
GOOG-LC300 ↗Neville:086515$354.16$336.840.0%$30,825/mo (78%)$39,375/mosell normal CC at/above CC-SS
SPY ↗Neville:086512$752.79$693.630.0%$4,629/mo (25%)$18,386/mosell normal CC at/above CC-SS
NOW ↗Main:129910$109.11$112.963.5%$11,036/mo (77%)$14,346/mosell normal CC at/above CC-SS
CAPPED: 19 fortress slice(s) with CCs already sold, excluded from FIGHT scope
FortressAcctCtBE SSActive short calls
AMZNJoint:178210$256.2510x $252C 13 Jul 2026 (3d)
APPRetireInc:72911$588.001x $600C 17 Jul 2026 (7d)
COIN-LC165Main:12998$210.908x $215C 17 Jul 2026 (7d)
DELLRetireInc:72913$398.003x $450C 10 Jul 2026 (0d)
ENPHRetireInc:729110$56.1510x $50C 17 Jul 2026 (7d)
GLDMain:129910$456.005x $390C 17 Jul 2026 (7d), 5x $410C 31 Jul 2026 (21d)
HIMSMain:129915$17.4715x $48C 24 Jul 2026 (14d)
IGVMain:129912$96.5012x $100C 24 Jul 2026 (14d) [LEAPS_ONLY, NO_HEDGE]
INTCNeville:08655$114.005x $130C 15 Jul 2026 (5d)
IREN-LC25Main:129920$44.0020x $55C 17 Jul 2026 (7d)
IREN-LC25Joint:178220$44.0020x $55C 17 Jul 2026 (7d)
IREN-LC45Neville:086520$56.5020x $53C 17 Jul 2026 (7d)
MDBNeville:08651$362.901x $410C 24 Jul 2026 (14d)
METAMain:12993$601.503x $630C 31 Jul 2026 (21d)
NVDANeville:08655$199.605x $212C 17 Jul 2026 (7d)
QCOMRetireInc:72915$224.005x $208C 17 Jul 2026 (7d)
RKLBRetireInc:72916$141.556x $101C 17 Jul 2026 (7d)
SOFIRetireInc:729135$15.7535x $20C 17 Jul 2026 (7d)
SPCXNeville:08655$186.005x $175C 17 Jul 2026 (7d)

Manage these with the roll table (fortress_fight --tickers T) or roll_calls.

📏 Calibration: 1391 prediction(s) logged, none expired yet. The scoreboard appears once picks resolve. 🚪 Roll actuals vs playbook: 25 real buyback(s) recorded · 3 roll(s), net +$0.56/sh avg.
fortress_fight.py v6.1 --all  |  2026-07-10 22:04