# Portfolio Management Alert: May 7, 2026  

May 7, 2026 • Michael Nadeau

---

# Portfolio Management Alert: May 7, 2026

Michael Nadeau
 May 07, 2026

 Hello readers,

 Today’s Portfolio Alert is for Pro Members only. If you’d like to unlock the update with one month free, click the button below.

## TDR Pro

 Upgrade to finish reading the report.

[Upgrade to TDR Pro](https://thedefireport.beehiiv.com/upgrade)

 Already a paying subscriber? [Sign In](https://thedefireport.beehiiv.com/login).

#### TDR Pro Members Receive:

-  • Macro + onchain data "cycle awareness" updates
-  • Full access to our portfolio positions
-  • Email notifications when we make changes
-  • Average entry price for each position
-  • % of the portfolio in each position (including cash)
-  • Weekly update on what we are buying/selling
-  • Clear thesis & supporting analysis for any portfolio changes