DISNAT GPS: TRACK AN INVESTMENT PROFESSIONAL’S STRATEGIES

The independent investors are striving to find new tools which will help them to increase their knowledge and expand their awareness of market realities. Disnat GPS model portfolios are real portfolios that are managed by a professional, which you can review, track and reproduce for yourself; in whole or just the holdings that interest you.

With Disnat GPS :

• Monitor the various investment approaches of the Portfolio Strategist and get prompt notifications of changes in model portfolios with express alerts and financial newletters



• Replicate the model portfolio in whole or in part by placing your own trades



• Stay informed with our weekly information bulletins and educational seminars

PORTFOLIO DESCRIPTION AND PERFORMANCE

Canadian Positioning Model Diversification in different economic sectors (weighting may vary according to market conditions) Approximate holding of 10 stocks, all listed on the TSX Monitored regularly, with an investment horizon of one to five years Annual turnover of approximately 10 trades (five sell and five buy)

Diversified Positioning Model Broad diversification geographically and by economic sector High-quality Canadian and international companies dominant in their sector Approximate holding of 20 stocks Listed on the Toronto, New York, NASDAQ, or AMEX exchanges Monitored regularly, with an investment horizon of one to five years Annual turnover of approximately 10 trades (five sell and five buy)

Global Positioning Model Broad diversification geographically and by economic sector Designed as a complementary portfolio to the Canadian portfolio Style is a mix of “value” investing and “growth at a reasonable price” International diversification, with a focus on foreign companies dominant in their sector Approximate holding of 10 stocks, all listed on the Toronto, New York, NASDAQ, or AMEX exchanges Monitored regularly, with an investment horizon of one to five years Annual turnover of approximately 10 trades (five sell and five buy)

ETF Positioning Model About 10 to 20 ETFs Good diversification both geographically and in terms of asset allocation and sectors The global economic, financial, and political environment, as well as the outlook for different countries and sectors, are the primary selection criteria Short to medium investment horizon (one to five years) regularly monitored. Annual turnover of approximately 10 trades (five sell and five buy)

Portfolio description and performance

Steve Deschesnes
LL.L, CIM, DMS

Steve Deschesnes has been with Desjardins Securities since 2000. During this time, he has held a variety of positions, including Investment Advisor, Portfolio Advisor and Financial Analyst, with duties ranging from supervising the Desjardins Securities Canadian Equities model portfolio to writing financial articles for print, radio and television media. He is the Disnat GPS Portfolio Strategist since 2008.

Steve holds a Bachelor of Law degree from the University of Ottawa, as well as Canadian Investment Manager (CIM) and Derivatives Market Specialist (DMS) designations awarded by the Canadian Securities Institute.

Want to discuss portfolio strategies with Steve?

Meet him at one of our live events »

UPCOMING EVENTS

DISNAT GPS

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Important: Please note that even with any modification made to the model portfolios that you have selected, you remain solely responsible for your investment decisions and that Disnat will not take into consideration your financial situation, your investment knowledge, your investment objectives nor your risk tolerance when your orders are approved. Changes made to the model portfolios you have chosen in no way constitute a buy or sell recommendation from Disnat. New GPS subscribers get three months of free unlimited use. As of the fourth month, a fee of $29.85 per quarter will apply.