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No. of Recommendations: 1
Having read and pondered your analysis, and double checked everything, I fail to see why we're only selling a partial position, rather than closing out -- the balance between upside prospects and downside risks does not seem, as far as I can see, to justify keeping any LDL.

If the key reason is that there's no immediate prospect to fruitfully deploy that much cash in the DV portfolio, I understand that on a portfolio view -- but, for me like I imagine for most DV members, our "DV portfolio" is just a fraction of our overall portfolio, and we may not be averse from small changes in our overall DV exposure vs exposure to other TMF services (or even temporarily stash away some cash as an insurance policy against this quite exuberant market, but, that's another story).

Thanks in advance for explaining this in more detail!
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