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Account Type
. ^" D* K' S% n1 D$ O" x2 AAccrued interest
9 y( G5 ?+ R7 p3 TAccumulation ; S' y& A$ m) p
Accumulation plan. J" T9 w. U- U1 C& m
Active management5 T. K) ~6 x: ?7 G# ~9 I1 p6 n
Aggressive growth fund
8 k/ T) g! h- GAlpha- G( W# g0 R/ d6 j4 p" ` F
Amount recognized
. e& h- N6 K: M* ^9 CAnalyst
6 b; x& C" Q6 h# X0 i# j8 U# kAnnual effective yield
; _9 |( ]' X, b$ n- o3 }$ TAnnual Maximum Payment Amount
5 P5 |' g4 Q2 w6 \7 ]Annual Minimum Payment Amount ( q/ ?) J+ }- G! @, B
Annual report
3 B2 c# q! W, N% D' `6 `$ g m, nAnnual Return
( @8 V+ k" w4 a; R' } C# DAnnualize
8 l5 u+ U! K5 C; J1 E8 rAnnuitant ; u( L4 M, t' I- a+ U
Annuity / v( ]$ A* w9 t# |$ I
Appreciation; A( K0 G- N7 B: C4 L3 F
Assets
- O) `2 O: [7 ]: Y6 HAsset Mix
9 H( m- _+ i/ XAsset allocation
( X* U4 V, j; C8 G. SAsset allocation fund ( _! h2 y5 [9 m6 u
Asset classes # t/ E( L! N4 m7 f, g* M& F
Assisted Capital 8 h% B' ~( b' Q. a% o! V& i
Automatic Conversion , P/ @1 Q: \, f6 ^2 K8 }
Automatic reinvestment
& H/ R& F, G+ r. ]9 _# MAverage Annual Compound Rate of Return
; a3 |( `2 Q& a3 z8 k7 R3 \Average Cost per Unit/Share
6 i4 S8 K6 X0 u0 YAverage maturity: V9 E! f( K% D3 ]( ~8 g3 c
Back-end load . Q: K+ w' ~! w: Z
Balanced fund
: t( u9 M, b! ^) d$ `% tBalance sheet
1 s) l7 a2 A5 B+ I" ` jBank rate
. v/ X& y! C# ]Basis Point + B# c3 J h# [# s ^$ H9 s
Bear market
" Q. ?' H3 _" R1 G2 t. O$ d* t4 {Beneficiary 8 a# R% D- M- Y/ y
Beta
" ~4 C: `& Z3 K5 O! N8 {Blue Chip % E0 ?) A4 b& J5 }9 M5 G
Bond
2 ~: H& b5 Q# S8 A G5 i6 dBond fund 6 E* j0 i" U8 p% i
Book value
& ?# a9 P5 j* C: uBottom-up investing
3 g4 P# v- J. }9 sBroker+ }1 G' Y3 q: N8 J X
Bull market% i% {. O! I( x$ v: R( t' I
Capital
7 V P% Z: Z/ G' z3 kCapital Gains8 p! ]' o+ L0 r' V0 ?1 @' r
Capital loss
* s1 v: f, F0 @8 ] l2 rClosed-end fund 6 x- p# l- W8 C- p3 V p
Compounding
$ H; S& m- W c( x) L, o+ A" ?Currency Risk $ I( O6 _+ _3 V+ S
Current yield " Y" @( Y* E# [1 Q4 ~
Custodian 8 }! Z Z+ D8 w% y: ?" q
Debenture
# W2 n3 h4 L4 U* X; GDebt
$ l$ X( c/ z* w3 v+ KDeferral. l% B& g. M& c6 D
Defined benefit pension plan# |4 K, g* A! l& I' J
Defined contribution pension plan
# Y7 S1 [ l* x5 _3 }Discount
" R) u& _% i! \+ d/ Z1 s! O6 [Discounted Pricing for Large Accounts
2 L' _/ @) B2 G! ]( J! o0 q7 |+ bDistribution History% u1 X+ w9 T, U S
Distributions6 | m5 y: { I0 X6 o1 V" b
Diversification% Q* V* J' H4 q. w0 d% G! ?
Dividend
9 I, @9 B! N% B0 r b2 NDividend fund
; M, K4 c- W, lDividend tax credit
) M+ c( j8 u% h- ]/ y( T) ODollar-cost averaging
9 S3 W6 Q' H/ W# K: ]7 \# J# kDow Jones Industrial Average (DJIA)# r2 ]( D' ^( o* n. _4 o# J
Downside Volatility$ r& Y1 K9 f9 x
DPSP (Deferred Profit Sharing Plan)
, f* H* Y) x' y0 gEarnings estimates
- K9 z7 m( ~# a) G& a* ?+ V9 G$ uEarnings Per Share. v6 x% Y, [, L. m
Earnings statement9 m& i% J( X, J8 X8 B* _
Educational Assistance Payment (EAP)
) i, f! z" b. q8 [Education Savings Plan
( T: ?5 N1 p( b s- O. DEmerging Markets& m n( S7 ^" q/ @* L9 C4 G7 Y$ ~' r0 y
Equities (Stocks)
# V" F* ~+ U* k* a7 W% M: I$ FEquity fund; c' F0 n- J+ }3 F+ k
Fair market value) u+ l, U7 d' v$ [2 E0 }
Family RESP# l6 \, d) M4 @0 h" Y
Fixed-Income Securities( Q- e( a+ f v
Front-end load
) J4 h. c4 N K% s+ x5 HFundamental analysis
/ x V3 _6 i8 Y( [Fund Number7 m; t$ t% K! d- }% I: ^
Futures: |. n: ^* M8 a3 p
GARP
5 C. Y$ u: T1 h: NGrant Contribution Room5 U: ^9 }, l+ J( d) W8 T4 _
Group RESP
. _2 [8 R, A) O$ b1 CGrowth funds
' V" f1 d( b8 ~* [# V8 G% Y: EHedge; u' m6 t5 i z7 T% r" L" M) k
HRDC! v9 |, E* f& k
Hurdle Rate
: O6 D. d8 i2 ^0 ?' fIncome Distribution j' E6 x9 e: \" X
Income funds
% R4 h& D$ ?/ U; \9 ?Index9 I- [8 O9 r4 e G" w4 Y- k
Index fund; a# ]$ U* A9 S1 E
Inflation 0 _5 C/ y% o' ?$ f. f3 i6 s
Information Ratio 7 s2 o" c) p; z( h0 {8 m
Interest $ \+ n9 ?* M1 l9 a5 i( _9 W3 k
International fund
: q ~; A* s5 k5 e5 XInvestment advisor! l" s! t. p/ X5 c" h( ^& E% V
Investment Funds Institute of Canada (IFIC) $ b4 _% K" w: n4 B
Leveraging
! e9 C4 ~# I% ]& ], s8 pLiquid ! K: R% G3 R4 n- ?( Z, U9 g! E( ^$ T
Load 4 \ p5 p9 z" W$ M
Long Term Bond
6 N+ s+ i* X# R" p7 G. B) t$ oLow Load (LL) sales option
9 G' j0 ~6 ]. c, [/ L, S: pManagement expense ratio
* [. L+ A3 k; e9 a ?Management Fee
3 `% \) x* }/ L* L7 m1 AMarket Value of a Mutual Fund, g) O% m1 E) Z8 y, U
Maturity$ v4 w8 O# M1 S: m& p
Mid-cap
6 S: R$ g) W: B! M# f% v( u7 nMoney market fund, q+ G. F( F, u Z/ ^9 Y# Q& ^* Z
Money Market Instruments3 Z- e2 A) @. \, Q& D! a; z7 J! Y
Moving Averages
( ]% w' P* W2 v* {0 a5 Q6 kMutual Fund
% s# m3 Y1 S# ^- vNASDAQ- `' |* i, `5 H t' I4 f5 S2 L3 l
NAVPU
8 f4 G* ^1 B2 P& ONet Asset Value% i8 B! Q$ O* E" P6 C
No Load3 Z6 k& A+ E0 `) A: m. W9 h+ D
Open-end fund0 j) ^4 t% V; N
Options
5 r( s+ d4 j% V/ Q$ U0 IPension plan
! A7 m+ X- ~2 vPension adjustment ]! t* V5 h/ h9 { q! {
Portfolio
* R0 w3 E6 r) i& _. P: RPortfolioPro: ]/ D# i- [: K, d9 l) f% T
Post Secondary Education Payment
! p0 ?, L$ F: H, p- VPromoter
$ L+ G% l4 g" d4 q1 {' s# v3 rPremium! \0 U+ ?/ E. c+ C! y* U
Price-Earnings Ratio, }: b, O4 ?# b! {* \
Principal
" w/ t- V- P; P7 w5 k. zProspectus1 W/ `4 T5 B I% U( m$ C; A J
Quartile Ranking: H% ?* ^- z; [( u- F" C
Registered Education Savings Plan (RESP)
1 ^8 B6 ~/ ?. B4 o$ V! WRRIF (Registered Retirement Income Fund) + S4 q- ?" }+ l+ k, o, x3 x
RRSP (Registered Retirement Savings Plan)
O. r) E3 u4 `% C H0 r0 A7 c& uRecession
; t( ?* _4 L" I% mRelative Volatility V' o+ Z6 c- v* a% T
Return. u, z) E* v# X5 Y+ r' m3 e, d0 z
Risk ! i- }( w$ @7 N1 r: s. d3 L
Russell 2000 Index . P$ Q) e/ ]2 i1 H2 A
R-squared
5 n, q& d9 \+ E6 FSales charge
+ \& J2 k. @1 }3 K+ u4 P* jSector Fund # F3 B. Z: N( L' Q% G
Securities; `4 x& V' m- _6 l& e+ O
Securities Act
6 |! h, T! }6 { \) q; _Sharpe Ratio2 e$ o# m) W, H0 H
Simplified prospectus5 s+ p7 U: o6 N3 x3 u# w8 n
Sortino Ratio- O4 p* F$ Q! V
Specialty fund& W2 d) ?& R# h7 f& C* F, b- T9 |
Standard and Poors 500 (S&P 500)$ R P1 S6 e, y( Q4 \; J- b
Standard Deviation
6 Z9 E! z9 d6 q ~( U |Subscriber: W* }$ W/ i7 j' p& e, B/ F
Tax credit* @4 R3 R0 z0 k! U) W0 H1 N! [
Tax deduction
7 L0 J8 o( v0 z+ N: J" sTop Holdings9 ~& r0 h7 U/ Z" g2 w& X
Top-down investing4 k, m a3 y4 k
Transfer Fee+ z8 `2 f J. h# K( P
Treasury bills (T-bills)
/ r) |/ m: V4 m& _% o% N- c5 UTrust
6 t5 }* i4 i$ F8 I* G/ a( [! QTrustee9 z1 `) |7 w6 o" X1 y$ t8 G
Turnover ratio
" z& O- q: Y( ~3 PUnassisted Capital7 k" w- Q" [; H# D) k4 n- [" \( w6 h6 d/ d
Underwriter
/ o0 F* q [; L( iUnit trust
: I4 o; R7 R) UValue funds / Y) {$ N( m: K1 S' k
Vesting
/ b* D: U7 V# \& T- J8 EVolatility) r- ? F! Z/ `, ]6 Z6 v
Volume
_6 m' r& M: M, ?+ JWarrant
% k& @* _- @2 [2 [$ P- ~Yield. C+ Q9 P2 O+ w8 s
Yield curve
7 M5 g) Y N1 r' a( FYield to maturity |
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