Can Theme-Based ETFs Hack It in Portfolios?

Can Theme-Based ETFs Hack It in Portfolios?

Have you heard of HACK or CIBR? SLIM or MENU? IPAY or ITEQ? These are just some of the many niche ETFs that have been introduced in the past 2 1/2 years. They are “thinly constructed” funds that trade more like subsector rather than larger sector funds, says Todd Rosenbluth, director of ETF and Mutual Fund…

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More