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Account Type" [; P/ i" I7 v! a
Accrued interest
9 b3 i6 m6 Y1 b# X6 Z# GAccumulation 8 l2 c( d7 Z, B# O3 z3 A
Accumulation plan( [$ j# ^7 u9 S; H0 g2 P; P
Active management
. a: W+ p9 E7 [" ^Aggressive growth fund 1 ^7 @- O' i4 H' z, d2 ^( V6 k7 m3 f1 a
Alpha
3 ?4 R* X/ Y, p pAmount recognized
* J# {0 l1 t6 q$ ?4 N- ]6 U, I3 FAnalyst ) P2 s/ P6 s$ ]2 D9 G
Annual effective yield
R7 \6 h5 i4 I, TAnnual Maximum Payment Amount
0 P c4 Z% ^7 r3 _. L) NAnnual Minimum Payment Amount
5 y& D8 }& T% q/ G" ^Annual report & D. H4 n% Q" K
Annual Return
9 ^$ a5 q# Q/ t$ ZAnnualize
& G) H! w* K3 Y1 w1 `, @% [+ m0 T# MAnnuitant
8 N/ O; ]* i; F x# j3 b: I0 ]Annuity $ p: V- F9 t. f7 e' N# R. @
Appreciation
& M0 _; n4 f4 ]. X W; Y- IAssets ' [/ ] @$ ^" }* [$ u
Asset Mix
1 k( I2 D5 _; R! i) F q1 T& PAsset allocation
# i3 }+ U' |5 O# H* r" A; YAsset allocation fund
! C" ~& A) R, h9 o9 FAsset classes 2 a6 X! F; a0 o0 ^" j% _" W
Assisted Capital
/ V* @. e) A1 e- o6 f& T1 j) f% IAutomatic Conversion 9 Y: n7 n- H. R; L: k( u
Automatic reinvestment
/ e% ^6 I5 S; L) O, G& ~3 EAverage Annual Compound Rate of Return
! o$ l v# u, _" E- b- X8 B+ qAverage Cost per Unit/Share
/ Z- T' I; w: y& I: a' e' i4 [/ gAverage maturity9 i+ h$ l4 w$ Y! ^+ U0 o
Back-end load 0 R' f2 Z# i, H9 U- N, m! I
Balanced fund
4 ^$ q6 C( U7 L- ^: VBalance sheet
. T, p& R$ C. M! E7 BBank rate$ b6 Z1 b" [( U i+ z6 ~+ F
Basis Point ' E+ e8 w9 N5 r7 _
Bear market. `/ B1 b6 L6 }0 z W7 [4 F3 Y
Beneficiary
8 s. d' ~3 b% j: a/ [$ r8 mBeta
$ F( I: U8 ?8 j9 y. wBlue Chip
; X* [, K. _" A% K) QBond ( t E9 v# ^+ `' r' o) X# y
Bond fund " T# @* B( G2 H; o
Book value , m' |) E! _" x
Bottom-up investing ' J! H* s* R; m: g$ f4 X
Broker
: z% u; @, l1 Q) N( y- K9 }- K, |1 |Bull market
6 z3 b4 x6 g; l) g. d3 |Capital . R# x, ]2 O7 |8 p* l T+ N
Capital Gains+ A; ]; F) p: d$ |
Capital loss
/ X1 [% |! |6 [0 v& C+ c6 tClosed-end fund q) l1 c$ o3 w) [! V* u/ x7 c# ~% ~
Compounding T, J/ h% L8 C3 C* f4 W
Currency Risk
8 ?' ?& L+ d- Q) Z- RCurrent yield
4 b8 {6 K: D' ^1 w0 O: G |& tCustodian ( ?) H; t/ K. t+ i. z! ] I; |
Debenture
, A% ?) j& O7 U0 c3 Y6 Z0 ^# I0 {/ xDebt4 n: j- _/ d! l& r, a
Deferral
. i+ c8 |- C" O0 o5 n8 ]! oDefined benefit pension plan. V5 I5 f* N; H6 N
Defined contribution pension plan) Z6 E$ @) z! C0 R
Discount) `" _- i1 y7 I7 a
Discounted Pricing for Large Accounts
3 Z' o0 @+ W/ q2 ^" K$ _Distribution History
7 V' C) u2 f' b/ Q, E, |Distributions
7 }" v: U( C% r7 S1 F% Z+ a8 jDiversification
- h; a( @0 [3 Z4 `, wDividend
0 l% y- l. |2 c; D" F* a5 eDividend fund
% K" _7 f& u1 a- }, O6 YDividend tax credit
$ P) {) E# D) N Y$ E. kDollar-cost averaging
' q# S! D1 l( YDow Jones Industrial Average (DJIA)' x; e4 e- G, J+ t
Downside Volatility+ ~* }" D6 `/ _% G6 g! H% j2 h
DPSP (Deferred Profit Sharing Plan)/ l; N& K- v; ]4 y9 a) X2 m+ S; p
Earnings estimates; Y4 t$ s( H! B4 s8 z
Earnings Per Share
7 e O* T: j; o/ x" V: f2 jEarnings statement- ?/ \& v/ d- i/ h1 u
Educational Assistance Payment (EAP)
/ Q3 }* s+ x, x/ J# y9 f) REducation Savings Plan
8 k. {& A( l, r5 s" w. c: @. @Emerging Markets
4 P3 f( W8 g- UEquities (Stocks)
! F% v# V9 |: b3 y0 w6 e6 T' \Equity fund
, }0 `8 V# T, k1 B3 KFair market value
# g# s# V' x3 i' F* T, \& T+ dFamily RESP
0 p9 p8 ^& {2 F/ q& w: tFixed-Income Securities
9 z2 N5 z5 j, ]5 Z) OFront-end load
1 w5 @" s! b" D) ?4 `Fundamental analysis
9 J S! C+ N/ p5 IFund Number7 ~4 T- {/ R& ?# G
Futures
' S3 @! c2 {$ ^$ qGARP
, k$ O( _% S* B b7 yGrant Contribution Room
( b% D5 ~4 p% H% v4 U# YGroup RESP
( [8 r% { w+ m$ ?( b- ]" PGrowth funds
/ Z( I7 a6 P ^8 q1 m/ zHedge
$ {* h- f7 I+ p: |5 D9 uHRDC) t7 s- a4 u% z' F0 T' B% }+ K% Y
Hurdle Rate
% m9 g x. ^; ?* ]& @( gIncome Distribution7 @9 e5 E, R* Z( |+ J) c
Income funds 4 k6 U; r- F% W- s" ]% r6 d
Index
, D% R8 z* D, M" \0 T) j2 O( VIndex fund
& C9 u o' ~2 y% TInflation ) N% F4 [6 Q8 M. v5 i' R+ F
Information Ratio
, A: ]" [9 q# x, \3 q! b. VInterest % p# w0 W" {3 O1 y8 z4 K$ D$ y
International fund
+ j4 \5 b; [2 j4 gInvestment advisor
: D( I/ {$ h! A& VInvestment Funds Institute of Canada (IFIC)
0 @+ {# B9 D9 \Leveraging
: X6 X( w3 D* M7 A6 d4 @Liquid . A4 z! f \7 S% e/ l: e
Load
! d7 S# K& B0 O$ b! a) w6 RLong Term Bond: c2 H/ b4 q% j2 ?8 M
Low Load (LL) sales option
; q; ?& J) \9 aManagement expense ratio; |; T- y) r# s4 O: c5 e; F+ j
Management Fee
1 W% z( Y) Q) V8 N1 ?% }Market Value of a Mutual Fund/ v i* F5 i' Y( U- q7 O1 ?
Maturity
% `/ M7 V+ c4 W) L- tMid-cap) w5 o+ W/ \9 z- S( e( E
Money market fund
' C9 I" B9 b/ M, MMoney Market Instruments, d4 {& g: C2 {- p' Q* C- K
Moving Averages
2 A/ G: Q5 E" iMutual Fund/ o0 O. e: D) `& K* R
NASDAQ
# r2 m2 }- V5 x4 O; |7 w( Q' @NAVPU( ?+ o4 G' m2 ^2 m
Net Asset Value4 d1 ~0 S' w) \7 q
No Load
7 O+ F9 M; b( A8 m7 U7 {Open-end fund! Z E$ R$ U4 u! {$ b1 c. G
Options
' K3 \; N! y5 ]; D7 w( ?3 ? y8 CPension plan
Y2 s7 T) W4 K- @9 Z* y" UPension adjustment
$ [. h( G4 A oPortfolio
8 l }" @/ s3 P0 `PortfolioPro, {9 y. @. h e1 S
Post Secondary Education Payment1 l1 U9 O) Q2 Q( e2 f5 I, P+ k. l6 k
Promoter8 a7 s% k) K+ O; }" `" i/ s/ W7 ^# \6 f
Premium; {7 w. U# j" s% `4 T
Price-Earnings Ratio2 { v* Q" X$ S/ z- `4 w0 [3 H1 F
Principal
) K# A, Y$ K% a: f) [3 CProspectus
0 f# }: R( E$ a; I' y0 p8 cQuartile Ranking
" D1 @: P0 Y; s( w8 dRegistered Education Savings Plan (RESP)7 u0 G) x: T. D& i, L
RRIF (Registered Retirement Income Fund) 2 W' e) X _, s# T2 L( X2 C9 |4 @
RRSP (Registered Retirement Savings Plan)
% S8 L9 F, n7 ~4 D. ERecession
7 |; A- g; Y% k& X9 _, VRelative Volatility
8 i+ D1 I# F+ K8 L& d3 }Return9 O4 V6 ~+ l# S; d+ C! V x4 D
Risk # t0 Z/ |% ^0 T0 N5 n5 M9 N" B
Russell 2000 Index
) X. ?8 U9 P; z9 J$ k3 J. J# Q7 kR-squared6 V8 I7 O/ t& r; g B$ A! h
Sales charge8 ^% j1 e' c5 N5 B r H" W: {( P+ g
Sector Fund
) b' \5 j/ r& a. q! cSecurities
5 f4 X3 K1 Q ESecurities Act
3 L0 C! e# j$ t" cSharpe Ratio' C& _! m7 h. W& B
Simplified prospectus( @, {* ^- S, n* A) o/ D
Sortino Ratio
; v' F% R5 e0 ]" K* vSpecialty fund
6 E3 c/ g: _0 v$ h4 w( _# P& W# MStandard and Poors 500 (S&P 500)
. ^1 i5 T+ N: CStandard Deviation
- m0 Y7 e9 \& o; W1 G5 L# GSubscriber; c2 ?1 u$ R t$ Q( O& }# M7 t" [
Tax credit7 x$ f0 z8 G! ?, v
Tax deduction
; b/ i$ ~% n6 M& S5 ?3 r, s4 u `4 D9 mTop Holdings
4 U2 |+ ]1 e1 fTop-down investing$ e1 S# c8 o+ i+ Z* ]% e5 ` S$ C3 p
Transfer Fee
, _( N# ^& w6 t6 O- p! v( hTreasury bills (T-bills) ' o, j; P+ |& g- Y$ G
Trust
4 T4 {+ X, v4 m8 j3 \5 ]: iTrustee
- @- S0 g# k3 x, N* y; {Turnover ratio
( ^" o7 E7 r- j- x/ q& QUnassisted Capital
4 c5 y o! Q% Y, G; w BUnderwriter
4 V9 J* F) ]1 A& `Unit trust
) `: {& {# G; YValue funds 1 o+ k% Y. c% n
Vesting$ x. `& d9 d3 \, Q* \
Volatility3 t0 {+ W' }) j" x3 R
Volume
! m) [- T1 c$ w+ G8 @$ V4 nWarrant# J, K) z2 i& G9 ?5 X' C* R
Yield
6 p$ F, @7 k, ^; E7 t& K# }, SYield curve: z+ M8 {- i# W2 c6 d9 @
Yield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
