 鲜花( 0)  鸡蛋( 0)
|
Account Type
^9 }4 ?0 m% ]# ?. y4 s5 RAccrued interest p: F0 B7 |6 F, N2 I% T# m+ U! ^
Accumulation h1 E: m) a+ {/ Z
Accumulation plan
, k9 w$ W8 R2 d. k" G! z: V# VActive management
( c, m- ^/ s) W' M! `6 }" xAggressive growth fund
, c; i& b4 m, g9 FAlpha! q& w. H9 P* K- ]" K
Amount recognized
: D' q& J; c4 j6 G2 ]" ]7 q, _' sAnalyst 5 E- U6 v8 N- z& R% p; X1 q) R6 I
Annual effective yield ( ~: ^) ~. d6 {2 ~. V# y% Q0 X
Annual Maximum Payment Amount E8 j0 I u7 B5 E$ V
Annual Minimum Payment Amount 1 C4 f) g( C& U! w2 y3 t5 u
Annual report ) d& O; u/ M, a+ e+ S$ @% h
Annual Return0 S/ K N h4 ^3 k
Annualize
% c) N. Y8 x$ j6 EAnnuitant ) m9 V: N$ n6 P9 m7 f/ g8 E& `% s
Annuity
9 M' [9 E; i; ]+ y. |Appreciation0 d/ Z. H1 b! \" z
Assets
. b' C5 M0 o# ]$ rAsset Mix
. z H3 }( t/ R6 T$ s1 d% c4 l4 sAsset allocation $ O7 E) Z6 f, t; P( m B
Asset allocation fund . q5 ?- {8 ?# Z" i5 W! q
Asset classes
! m r) A3 {/ c- G" @# ~Assisted Capital ; U6 z2 x" ~4 M# |, i. s
Automatic Conversion ) L: B% K: J; \- r
Automatic reinvestment- D) C8 l# _9 m' S3 _. x% {- R
Average Annual Compound Rate of Return 2 U$ }- k1 @7 L" z% n9 B
Average Cost per Unit/Share$ f" l- }) F" ^ Z" q- U8 j
Average maturity
, p1 G% B7 A' Y/ g* DBack-end load
5 F7 C) H: e* G6 e$ A/ K1 p5 {Balanced fund ! n# _( u* x8 R8 C* {
Balance sheet 9 j5 M0 s0 x Y
Bank rate
. @3 e3 Z5 b( d7 R$ RBasis Point 2 c% u' u: V9 m7 p. ]
Bear market$ C6 h0 `' t+ f- t
Beneficiary 4 q5 j% y8 D# D; w; m- u. `. I
Beta& u0 T/ B3 c- U) ?
Blue Chip
3 c' P& C8 j! W! P* Y2 F8 IBond 7 F: i8 u+ \ t. s8 H5 {7 F n4 p
Bond fund 8 q; t' ]* C" C4 y2 V9 n8 S
Book value 0 A/ d/ F' [ c/ K3 `- o8 P0 g
Bottom-up investing
$ f x5 i6 G1 H) R" hBroker
. Y! \: s' L6 J# T% r8 mBull market
) w7 S4 c3 \( B3 yCapital : T1 k3 K' Z( \1 B: C! G. o$ d0 p
Capital Gains
6 ~! d) b* d o5 I, G4 ~ n" fCapital loss
' \0 x; L0 W, W- W/ c( dClosed-end fund
6 V4 q5 G6 K9 @' N0 VCompounding
; w: F; T9 P. x2 s6 }' P/ ^Currency Risk , s6 s/ \9 \- \- W6 r$ k) l
Current yield 4 r# V: z5 R: {% N9 p3 Q# H) r
Custodian * j& C; y) U" V, d
Debenture4 {1 o) E! a8 C6 ^5 r# P1 J4 v) H, e
Debt
6 Q, v9 E+ L' S% SDeferral
2 Q7 g- o( F O+ G- U! J1 W2 wDefined benefit pension plan
% \% w% T) B; CDefined contribution pension plan
' |& U- v+ V3 KDiscount0 n$ @# E8 X5 b$ B
Discounted Pricing for Large Accounts
. U2 S! {0 e! p8 RDistribution History2 i) O) p; R2 v* b S
Distributions$ e( T9 t7 Y6 Z- O
Diversification
: j+ n5 S) V& g& R. Z# g) NDividend
* d' K4 a5 @+ HDividend fund
# W% y3 K+ F3 p. f- PDividend tax credit
7 a* f8 _3 ?3 c' i8 {$ M/ nDollar-cost averaging
1 Z$ t3 e# V, |9 J2 F* jDow Jones Industrial Average (DJIA)
6 I; Q- k1 x5 a5 H* qDownside Volatility. t9 f+ \/ R/ \( Y# W' h. R
DPSP (Deferred Profit Sharing Plan)1 ~, R$ S+ p: |
Earnings estimates: X& q) i: B& J" u" q
Earnings Per Share+ Y1 ]2 L# n5 t! u5 b4 j
Earnings statement7 W1 n3 B6 b4 x9 e' Y( n1 I) C
Educational Assistance Payment (EAP)
H( R2 K, L3 h, Q, UEducation Savings Plan* Q+ {* u# T. g, ~, r
Emerging Markets
% O% j: ^2 M% ]4 y5 {Equities (Stocks)
5 |$ P2 g2 ^* t0 r* }Equity fund
5 H# N& ~* W( IFair market value
r$ Z! t4 Z1 m7 e1 }% iFamily RESP
, W3 C4 @: D8 {9 j" N3 \. aFixed-Income Securities8 S+ G4 l; v! ]
Front-end load, _ p& J* t$ v
Fundamental analysis/ d- u" U, w$ i. }5 m5 q
Fund Number& k E2 u! D0 `
Futures3 ^9 {, R0 y* @% n" b- D, @- {! T, w
GARP
6 J* e- n7 m; c' F4 jGrant Contribution Room/ T8 A! E) y9 t$ f$ M3 L
Group RESP
. I' i% M% J; V1 ^5 Q* d: dGrowth funds
6 H2 D% f# \. {0 l: x+ KHedge
7 ]8 T/ S. A1 F% }4 ]HRDC
; |- Z) E' z% S( ^Hurdle Rate
! B B2 w* A! u1 XIncome Distribution: r% J' w0 E# T! F. g R% j' `
Income funds ! F) ], _1 a/ f8 t( K7 m
Index6 k0 q/ d1 t. h4 I
Index fund( `! n# R" \! t8 |8 @ j
Inflation }: f1 s l; L+ V
Information Ratio
7 ]5 N i ?. S* w+ p9 cInterest 8 X( U2 V6 l- d5 n/ G+ w' a- \
International fund7 ?+ D! c7 l- [
Investment advisor
- G# L4 C: w3 k) F" K3 [Investment Funds Institute of Canada (IFIC) 0 k! f/ ~; b; J' h+ \
Leveraging
P$ h! I$ A/ J* `2 z- I$ `( t2 ULiquid $ t: o" y; z+ x" _& [
Load
. Q; z1 |$ Q) L- s: PLong Term Bond* v9 T5 y7 _1 a' d' U9 p
Low Load (LL) sales option
# N% d3 J4 o; j; ^- JManagement expense ratio1 E. J+ f: D5 [2 j- p: L4 q. X
Management Fee# P$ M4 V$ ~; r
Market Value of a Mutual Fund* \% Y3 H5 _: T
Maturity! L6 z" k9 \) b$ y1 F
Mid-cap
8 Z% k, R5 B# [5 R. ], jMoney market fund7 ~+ J& d9 R7 t3 [7 Z) ?
Money Market Instruments
; {6 i' ^; D0 R+ m; z8 BMoving Averages
, ^, L% o7 Y t! J3 U" h: b2 ~Mutual Fund
?) z) ?6 Z9 L4 C6 w7 j1 }' GNASDAQ
4 ?" t% p( M% }7 D3 g' ^. h0 gNAVPU4 q, x: n8 z0 t2 s$ P; m$ b
Net Asset Value# w' C, I4 x. K9 _2 `) H
No Load
# c2 l& z! r1 e) x ^Open-end fund( B1 m2 r" W3 V# }+ f
Options( c- N: F+ d2 K* x
Pension plan
% [6 m! t# f5 VPension adjustment
$ ^ N* `% p$ B& f+ z) V5 w8 OPortfolio
/ G# `# |9 g$ l# R7 h; bPortfolioPro5 V, M' a% r+ m% `
Post Secondary Education Payment# Z2 \4 ?# k6 F4 d# f% t- E
Promoter: K" ~' D! v2 @! X
Premium
) {. m, ]/ I! x4 D1 {Price-Earnings Ratio e" Q }. }! P) z1 ~/ X! T! |
Principal
# s+ \0 _# u$ ?( j7 FProspectus- ~" Y$ o& ?3 D" y: j. A
Quartile Ranking
& n4 F/ D, a9 {. h RRegistered Education Savings Plan (RESP)% P' Y. K4 P% M; p: @9 O: x
RRIF (Registered Retirement Income Fund) : V6 k2 Q {; t9 `( T1 c
RRSP (Registered Retirement Savings Plan)
" @+ k5 i; U/ X& d. Y1 KRecession
. z# r# W& s# _3 e% a6 S9 k6 t& zRelative Volatility9 b7 C5 g P* z3 }& U, i
Return: }- H, [4 j2 @1 S: q" l
Risk
7 B$ H) [+ Q' Z! ^ Z& T/ [6 sRussell 2000 Index & @$ ^+ w/ ^* _( Z$ A" v1 U* s) B7 p
R-squared& K3 v3 G3 k5 [2 R% c) B: C9 W! i$ V
Sales charge2 H$ [; I) G& [% |0 M
Sector Fund ! s) @' E' X( I+ ?
Securities# I: S# ]4 M5 ^& [
Securities Act
# V3 a7 B; l$ c, y. Q' MSharpe Ratio! r& B; F/ v! e8 N
Simplified prospectus X# s* V. x* z5 K3 H
Sortino Ratio4 Y7 K2 c0 H0 f0 @) ]( J! S4 @
Specialty fund
) y: N9 \5 M0 g8 H# A1 V) yStandard and Poors 500 (S&P 500)
* q9 L" {6 N) g" L. KStandard Deviation
% i6 z" _" ?' y+ t) Z: g+ PSubscriber+ V: q. R }1 | U# e3 Y
Tax credit: k; P u) T$ j& z; E3 r
Tax deduction j3 F; T% u* d) n& [. [" S8 c
Top Holdings
4 m! A n( U/ F- N5 _2 dTop-down investing) t. x' r6 V9 E9 t% S; {5 d$ g
Transfer Fee
+ E1 y, U* {/ p$ _' E) S7 hTreasury bills (T-bills) 6 g* d. i' i9 X: F. i+ Z
Trust ; n) H9 @# @8 S2 O# I
Trustee( f, P) a* [) \- E2 u1 z( H6 ]
Turnover ratio
% E w; s- p E% PUnassisted Capital; s$ D! }; }; m( y# B* _) v* g
Underwriter. x- L; M I; }+ }
Unit trust
; h1 S9 ?- D* { MValue funds
. c8 y" V5 |: O2 k8 s. g1 J1 k, b" {Vesting2 ~+ c% {3 M; W- b, a! J
Volatility# Z# v f5 R' B7 X) j5 E" I
Volume
: O! V8 D" Z8 H/ e7 l! uWarrant
: X8 |; K* H X. s0 Y' p; [Yield
2 r; S9 f# U- m( p7 RYield curve
~! H( ]$ C: p/ |Yield to maturity |
|
狗仔卡
发表于 2008-9-22 21:19
提升卡
置顶卡
沉默卡
喧嚣卡
变色卡
显身卡
发表于 2008-9-23 23:22
