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Consumer Trends2025-09-26

Luxury Travel Market Fully Recovers, Travel & Leisure ETFs Continue to Outperform

Pent-up travel demand from the pandemic has exploded, driving the premium travel market to record highs. The YOLO spending behavior of Millennials and Gen Z, combined with the revenge travel trend, is significantly boosting the earnings of hotel, airline, and cruise companies.

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Global travel demand suppressed for three years has erupted in the form of "revenge travel," pushing the travel and leisure industry well beyond pre-pandemic levels. As Millennials and Gen Z consumers — who prioritize experiences — spend boldly on premium travel, luxury hotel, airline, and cruise stocks are hitting new highs daily, making it a prime time to use a portfolio calculator to consider increasing your allocation to the travel and leisure sector.

Premium Hotel Bookings Surge 150%

Reservation rates at global luxury hotel chains such as Hilton, Marriott, and Hyatt have increased 150% compared to pre-pandemic levels, with room rates rising more than 40%. Five-star resorts in popular destinations like Bali, the Maldives, and Jeju Island are selling out six months in advance. As a result, stocks like Hilton Worldwide Holdings (HLT) and Marriott International (MAR) have risen more than 80% year-to-date, driving strength in consumer discretionary ETFs such as the Consumer Discretionary Select Sector SPDR Fund (XLY) — making it worth using an asset allocation calculator to increase your travel and leisure exposure.

Airline Industry Profitability at Record Highs

Surging international flight demand has pushed load factors at major carriers like Delta Air Lines and United Airlines above 95%, sending airfares sharply higher. In particular, a spike in business-class demand on Asia-Americas and European routes is significantly improving per-unit revenue for airlines. Korean Air and Asiana Airlines are also staging a sharp earnings rebound as international routes resume, drawing attention to strategies that use a rebalancing calculator to adjust domestic and international airline stock weightings.

Explosive Popularity of Cruise Travel

Booking rates at major cruise operators such as Royal Caribbean and Norwegian Cruise Line have far exceeded pre-pandemic levels, establishing cruises as a major new travel trend. Mediterranean and Caribbean cruises are nearly sold out through 2026. As Millennials and Gen Z seek unique, highly shareable experiences for social media, the share of younger cruise travelers has increased by more than 40%, driving up stock prices for related companies.

Domestic Travel Industry Also Succeeds with Premium Strategy

Korean travel agencies such as Hana Tour and Mode Tour are also seeing significant margin improvement after restructuring their businesses around high-end package products. The growing popularity of "workation" products (travel that blends work and vacation) and premium group travel packages is simultaneously lifting both revenue and margins across the travel industry. This is a time when a portfolio calculator is needed to balance investments across domestic and international travel and leisure assets.

Conclusion

The combination of pent-up pandemic-era travel desire and the experience-driven consumption patterns of Millennials and Gen Z continues to fuel structural growth in the travel and leisure industry. In particular, sustained growth in demand for premium travel is significantly improving the long-term profitability of related companies. 💡 Use the ETF rebalancing calculator to find the optimal allocation to the travel and leisure sector and capture the growth engine of the experience economy.

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