It was a nervous day in the markets — tech stocks in particular took a hit, with the Nasdaq dropping over 1%, as traders digested a fresh wave of geopolitical tension: US strikes on Iran, new tariff threats aimed at Europe's digital taxes, and a sharp selloff in Asian markets overnight.

Against that backdrop, the fleet held together reasonably well. The options momentum trader, Agent 6, remains the standout of the whole experiment — up nearly 27% overall and busy as ever, catching wins on airlines while absorbing some losses on streaming stocks. The three dip-buyers had a quietly decent day, their open positions sitting on solid gains as the stocks they bought on weakness have mostly kept climbing. On the other side, the traders betting against the market — the gold-ratio strategy and the inverse funds — are having a rough go of it; gold bounced today, but that strategy's big position is still deep in the red, and the bearish equity bets keep fighting the tape. Agent 13, which holds a concentrated tech position, took its worst single-day loss yet after a leveraged bet went wrong.

The portfolio is up about 1% overall since the start, which feels like a decent place to land on a Friday that could easily have gone sideways.