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Discover Disnat GPS

Guided Portfolio Strategies

Follow the strategies of an investment pro and profit from their expertise.

Video

Why Disnat GPS?

Video summary (1 min 38 s)

Disnat GPS is an exclusive model portfolio service offered free to Desjardins Online Brokerage clients. Managed by a financial market professional, Disnat GPS model portfolios are equity portfolios that you can examine, monitor and reproduce partially or in full, depending on your interests and when you are ready to take action.

How to subscribe

Managing investments independently demands a great deal of time and energy.

It requires discipline day after day — keeping a close eye on changes in the market; carefully monitoring every business development; reading economists’ business analyses and evaluations.

Numerous sources offer financial information, but only one allows you to follow, in real-time, the work of an investment professional; Disnat GPS.

Disnat GPS is the first and only guide to strategic portfolios in Canada that offers you real-time access to professionally-monitored model portfolios focusing on helping you save time.

Disnat GPS features a selection of dynamic model portfolios, to help you navigate the complexities of the market quickly and easily.

Disnat GPS gives you the best of both worlds; it provides you with useful information to make choices quickly and easily, and allows you to manage your own investments at minimal cost.

Thanks to our portfolio guide’s birds-eye view of the market, you can benefit from online seminars, and learn from his expert investment choices.

You choose whether to replicate the portfolios your guide suggests to you in their entirety, or simply use them as a guide to apply your own personal methodology.

You don’t have to spend your valuable time keeping track of every change that occurs; your portfolio guide will alert you of any changes by email or text message, explaining the reasons for his choices.

The principal goal of Disnat GPS is to save you time. You retain complete control and power over decisions regarding your investments, without having to spend your days analysing every market fluctuation.

Video

Disnat GPS: how it works and feature list

Video summary (2 min 01 s)

Benefits

Support

Get prompt email notifications of any changes in the model portfolios.

Autonomy

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

Model Portfolios

Note: The information between brackets describes the visual and audio content of the video that is not dialogue or narration.

[Image on screen: Logo of Disnat – Master Your Trades and logo of Desjardins Securities]

Narrator: Disnat GPS provides Disnat clients with real time access to model portfolios updated regularly on the web.

You’ll be alerted immediately each time a chance occurs via email or text message, plus you’ll receive comprehensive explanations of the changes made. In addition, Disnat GPS offers you access to online seminars and training as well as regular updates on market trends to help you optimize your investment strategies.

To subscribe to Disnat GPS, all you need is a Disnat Classic account. Once you become a Disnat GPS member, simply choose the model portfolio that provides the closest match to your objectives.

You can choose whether to replicate or simply use it as a guide in your investment decisions.

Later on, whenever stocks are modified in our portfolios, you’re free to either follow our model or simply ignore it.

You maintain total control of your account and trades, and have the option of adapting the model portfolios as you see fit.

The common tread among all of our investment models is a high degree of portfolio diversification. Our diversified portfolio for example holds approximately twenty stocks, comprising high quality canadian and international companies that enjoy a dominant position in their sector of activity, are financially sound and enjoy high and stable profitability.

We also offer a canadian portfolio which features approximately ten positions on the Toronto Stock Exchange, representing key sectors of the canadian economy.

An other model is the global portfolio, which is design to complement a traditional canadian portfolio, to represent sectors of the economy that may be underrepresented in Canada.

To learn more about Disnat GPS, we invite you to participate in one of our information sessions. Check our schedule online to find out when these events are being held in your region.

[Image on screen: Logo of Disnat – Master Your Trades and logo of Desjardins Securities]

[Text on screen: Disnat is a division of Desjardins Securities. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF).]

[Text on screen: 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.]

Video

Model portfolios

Video summary (1 min 03 s)

Five model portfolios are available:

  • Canadian high income securities
  • Canadian
  • International
  • ETF
  • American

Note: The information between brackets describes the visual and audio content of the video that is not dialogue or narration.

[Image on screen: Disnat Master Your Trades logo and Desjardins Securities logo]

[Text on screen: Disnat is a division of Desjardins Securities. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and member of the Canadian Investor Protection Fund (CIPF).]

Narrator: Our model portfolios consist of highly diversified stocks covering every sector of the economy.

We use stocks from highly successful businesses that dominate in their respective markets, and show a stable and superior profit.

The securities in the portfolio are generally purchased with a medium to long term horizon, one to five years.

In market terms, our models adopt a hybrid management style, combining both the style value and the style growth at reasonable price.

Disnat GPS favors stocks that yield a good dividend and that perform well in comparatively weak financial ratios.

Especially during these times of economic uncertainty, our models adopt defensive strategies, which minimize the negative impacts of the market.

Disnat GPS clients are updated regularly on the performance of the portfolio models.

To learn more, visit our website or contact a Disnat representative.

[Text on screen: disnat.com. Disnat is a division of Desjardins Securities. Desjardins Securities is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF).

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.]

Canadian High Income Securities:

  • Securities (stocks, debentures, ETFs, etc.) forming a portfolio that aims to generate a regular income and diversification both in terms of asset allocation as well as economic sectors;
  • About 10 to 20 securities, all listed on the Toronto Stock Exchange;
  • Investment horizon of one to five years with regular monitoring for each security bought;
  • Annual turnover of about 10 transactions (5 purchases and 5 sales).

Canadian

  • Diversification in different economic sectors (weighting may vary according to market conditions);
  • About 10 to 20 securities, all listed on the Toronto Stock exchange;
  • Monitored regularly, with an investment horizon of one to five years;
  • Annual turnover of approximately 10 trades (five sell and five buy).

International:

  • 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;
  • About 10 to 20 securities, all listed on a US Stock exchange;
  • Monitored regularly, with an investment horizon of one to five years;
  • Annual turnover of approximately 10 trades (five sell and five buy).

ETF:

  • 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).

US:

  • 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”;
  • Diversification with a focus on american companies dominant in their sector;
  • About 10 to 20 securities, all listed on a US Stock exchange;
  • Monitored regularly, with an investment horizon of one to five years;
  • Annual turnover of approximately 10 trades (five sell and five buy).

How to subscribe to disnat gps

Subscribe directly from within your Desjardins Online Brokerage account using the three steps below

  1. Subscribe

    Log in to your account then click on “Disnat GPS” in the left menu, then click "Subscribe”.

  2. Accept the terms

    Read and acknowledge the agreement.

  3. Set up alerts and trades

    Select the portfolio you’d like to follow and activate your alerts.

The specialist

Steve Deschenes
Disnat GPS Portfolio Strategist

A popular guest with a reputation for lively style and the ability to explain complex concepts in simple terms, Steve has spoken at all of the investment trade shows in Québec over the last 10 years, and is also one of the few Québec speakers to be regularly invited to present at the different investment fairs in Toronto, Vancouver and Edmonton.