Posts by Creator

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.

Changes:CAT +11.5%NTR +2.8%DBA +2.3%OSK +1.3%SMG +0.5%

remove some low stocks and replace with some recent movers. chasing the dream.

Changes:COST +20.0%OSK +1.2%ADM +1.0%SMG +0.6%CTVA +0.1%

remove some low performing holdings and add Codtco back to increase yeild.

Changes:SMG +2.4%NTR +2.1%TSN +1.8%DBA +1.6%ADM +1.5%

remove costco and rebalance, unfortunately that staple is not reliable diring the leadership shakeup.

Changes:SMG +9.0%OSK +0.5%NTR -2.7%TSN -1.5%VEGI -1.3%

add scotts miracle grow and lower positions on some lower performing stocks.

Changes:COST +4.2%VEGI +2.5%CTVA +1.2%NTR +0.6%ADM +0.5%

rebalance removing underperforming assets. trying to ensure a level and even split in the market.