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Edition No. 055
Interval Fund Daily
The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026
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In network coverage since September 17, 2026 · 2 stories
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portfolio
The 4% rule sets the floor; the ratchet handles the upside
A mechanical 10% raise whenever the portfolio clears 150% of its starting value would let clients spend the upside the 4% rule leaves behind — if the trigger gets written down in advance.
portfolio · Sep 17
The blended risk score averages away the binding constraint
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