It may feel like the market is rising to extreme levels, but index valuations are reasonable, and highly attractive stock-specific opportunities persist. This is our monthly performance update whereby part 1 shares our overview of current market conditions, and part 2 reviews the continuing powerful long-term gains of our three investment strategies (they were all up again over the last month), as well as a performance review of every individual holding (we currently have 65 individual positions across three separate portfolios), and more details on some specific highly-attractive high-income opportunities.