# Portfolio Management Alert: May 12, 2026 

May 12, 2026 • Michael Nadeau

---

# Portfolio Management Alert: May 12, 2026

Michael Nadeau
 May 12, 2026

 Hello readers,

## 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