With earnings season around the corner, Dan Ahrens says it's time for investors to rethink their tech-heavy portfolios and explore opportunities in other areas, such as the consumer space. He highlights the AdvisorShares Restaurants ETF (EATZ) and also sees value in the hospitality space, despite a recent sell-off. He points to the potential for a rebound in travel-related stocks, such as those held in the Advisor Shares Travel Technology ETF (BEDZ).