The BEACH theme, Bookings-Entertainment-Airlines-Casino/Cruises-Hotels. Wondering if there is an ETF or Fund that works with the best of these?
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There are some travel and entertainment property stocks that probably play into that theme, though not many focused ETFs that I’m aware of. EPR Properties (EPR) comes up pretty often, a REIT that owns stuff like theme parks, fitness centers and theaters. The JETS ETF covers aviation, both aerospace companies and airlines, and the AWAY ETF covers travel tech but is not particularly beaten down (they own big chunks of Airbnb, TripAdvisor, Uber, Booking Holdings, Trivago, etc.)