Global X

Digital Innovation

Global X
Digital innovationETFs

The Global X Digital Innovation ETF Model Portfolio is designed to provide exposure to structural themes that may be disrupting various segments and sectors in the broad economy with a focus on digitalization and technological disruption.

Portfolio risk score
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Strategy

ETFs / Funds

Management fee

0.10%

Min investment

$100

Performance Chart

Metrics

Last 30 days 1.4%
Last 90 days 0.9%
Last 365 days 5.4%
Since inception (Apr 08, 2021) -26.7%
Since inception (annualized) -9.1%
2024 (YTD) 1.5%
2023 24.9%
2022 -38.5%
Volatility
The standard deviation of portfolio returns; a measure of risk.
18.4%
Sharpe ratio
A measure of risk-adjusted portfolio return.
-0.06
Sortino ratio
A measure of portfolio return adjusted for down-side volatility.
-0.09
Maximum drawdown
Maximum value lost from peak to trough over the last year.
-21.8%
Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon.
-4.3%
Investment (below min)
Annual costs

Portfolio information

Approach

The portfolio’s theme identification and weighting methodologies draw inspiration from EM Roger’s Diffusion of Innovation Theory, in which technological adoption follows an S-sharped curve. Themes are identified via internal research as technological adoption accelerates. The portfolio provides exposure to themes with a medium to high level of growth while targeting areas of increasing penetration in society. The portfolio looks to exit themes once adoption growth rates decline and penetration nears societal ubiquity.

Exceptions

Trading decisions in this portfolio are based exclusively upon the quarterly rebalance data provided by Global X.

Portfolio updates

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Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on April 08, 2021 and opened to client investments on April 08, 2021. Interactive Advisors constructs and manages this portfolio on a discretionary basis using a model ETF portfolio provided under a licensing agreement by Global X Management Company LLC (“Global X”). All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ.

This portfolio is not in any way recommended to Interactive Advisors clients by Global X. Global X does not provide any investment advice or recommendation in relation to this portfolio and is not acting as an investment adviser or fiduciary to Interactive Advisors clients. Global X has built the model portfolios without regard to the individual financial circumstances and objectives of any investor or Interactive Advisors client.

This portfolio is made up of whole and/or fractional holdings of Exchange Traded Funds (ETFs). The portfolio itself is not an ETF or Mutual Fund. Clients choosing to invest in this portfolio directly own the ETF shares making up the portfolio. In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by the ETF issuers.

Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.