Global X

Digital Innovation

Managed by 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
Strategy ETFs / Funds
Management fee 0.10%
Min investment $100
Performance
Commentary

Performance

Last 30 days -9.5%
Last 90 days -4.7%
Last 365 days -40.1%
Since inception (annualized) -29.6%
2022 (YTD) -36.8%

Risk metrics (last 365 days)

Volatility 31.8%
Sharpe ratio -1.37
Sortino ratio -2.31
Maximum drawdown -45.9%
Value-at-risk (95%, 1 week) -7.4%

Portfolio updates

Blog posts

Estimate your costs

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.

Global X

About Global X

Founded in 2008, Global X Management Company LLC (Global X) is a sponsor of exchange traded funds (ETFs).

Global X is known for its Thematic Growth, Income, and International Access ETFs.

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 07, 2021 and opened to client investments on April 07, 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.

See how easy it is to get invested in a portfolio that works for you

STEP
1
Fill out the application
It's easy and only takes a few minutes.
STEP
2
Explore our portfolios
Or choose one based on your preferences
STEP
3
Make your first investment
Our technology ensures it is suited for you
Sign up today!