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There was some commentary on this in the recent update. It started by noting that each holding would be reviewed, both for value and status with the coming issue.

I have learned to take II stock valuations with a grain of salt because many current positions are well above fair value.

I agree that valuations are simply a guide, but would note different reasons. Valuations represent more a perspective than a measure, so it is very reasonable that they vary quite a bit among those considering them. Here in II, consistency of income and potential for capital appreciation are considered, but for some investors one or the other could be primary. Right now, it seems the market is considering income potential with more weight than potential for capital gains/losses. If your goal is primarily steady income, you may well be content to be semi-indifferent to quotational value (hard in practice, but often reasonable).

Helical Investor
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