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Cruise Industry

$CRUISETIMEMMatthew B.

About Cruise Industry

Even split of the major players in the Cruise industry.

About the Creator

Activity

Total Rebalances15
Last RebalanceNov 6, 2025

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Changes:NCLH +25.0%RCL +25.0%CCL +25.0%VIK +25.0%OSK -12.5%

$CRUISETIME Completely changing the portfolio. There’s no time like the present.

Changes:CMG +6.5%CTVA +1.2%NTR +1.1%DBA +1.0%VEGI +1.0%

removing Caterpillar, unfortunately they’re not rebounding properly. will reevaluate in a few months

Changes:CMG +6.0%CAT +0.1%VEGI 0.0%CTVA -1.2%NTR -1.1%

love it or hate it CMG, has a good linear business model. while promoting sustainability.