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Portfolio Management Alert: May 31, 2026

May 31, 2026 • Michael Nadeau
Portfolio Management Alert: May 31, 2026

Hello readers,

Today’s Portfolio Alert is for Pro Members only. If you’d like to unlock the update with one month free, you can do so here.

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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

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