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Account Type! i% X0 G, ?1 z" ?6 x
Accrued interest0 s2 W! B% ^& c, [ H" o. R
Accumulation
* K L9 F. Q3 E! q& F/ f. BAccumulation plan
9 d6 f" Q$ m1 }, _# DActive management
" z8 u2 O# L0 N1 a I+ b- uAggressive growth fund
$ O4 N# j4 R4 G- X9 U6 I) |Alpha) [7 T5 P% X" w% ^" b y
Amount recognized
+ g7 v8 ?0 W9 j, q9 ^# N6 |! zAnalyst 4 W8 D/ \- ~1 E/ n* x+ Q) _3 M# o
Annual effective yield 2 `% _6 a) F$ N5 P6 `6 E( K
Annual Maximum Payment Amount
, i2 |; [, H' c$ P2 q9 ~8 ^$ z# q! {Annual Minimum Payment Amount
: j: u0 v+ Q- P, y+ a* bAnnual report 8 k j$ s3 }; z8 A0 u
Annual Return5 k& j l/ D Q* D$ e" m3 z
Annualize
& K3 [- F0 ]8 o( S! @1 ]! q8 uAnnuitant
( \. Q( v2 C+ V. _" RAnnuity 0 n- z7 p8 A/ G# u9 \+ n
Appreciation
) q' l* D- h! A4 m% p. w# vAssets
4 c r3 z9 ~% y( [( f; BAsset Mix & D% c- w1 P: M
Asset allocation
$ k1 l2 n e, X3 v. W) e/ `! r4 J$ G& JAsset allocation fund : q/ N) F- `, o3 \+ k7 p
Asset classes
9 s. R1 R/ ~% t+ a" {. RAssisted Capital 3 k! H1 T% q/ l3 H/ A3 `+ R7 q+ x
Automatic Conversion + \: ]- d6 l6 _8 m% F% a
Automatic reinvestment
7 x7 c3 k( ?3 L- i0 K: ?; j1 ?Average Annual Compound Rate of Return
4 h7 l* R9 B3 U# y. S. jAverage Cost per Unit/Share
* g8 _0 _$ q: C! P2 MAverage maturity1 x. [/ F* ?4 i
Back-end load 0 Z. I4 G) l1 p+ G& X7 s
Balanced fund
9 B5 U$ q0 c% t1 b5 eBalance sheet
% x& L/ W! r/ |) }Bank rate
; C% {8 \9 H9 J- r3 ] K( Y) c: o0 PBasis Point
. `3 Z; j; u! O3 ~" cBear market
0 q1 D3 [( ?$ T* cBeneficiary . @& q0 C! [; T. f6 r% D; i
Beta) f4 \' ~0 F9 u/ \/ C
Blue Chip
6 d$ f* w3 z/ l8 S1 gBond
+ |; S+ c3 |0 `% xBond fund
9 v4 F0 b2 R5 @( W# y- N- HBook value 4 m$ v# x' u. U8 T0 ?
Bottom-up investing 2 e3 ]4 r& w" z2 Q- F3 L% J
Broker; ^: B9 M% S: I, d9 I# W
Bull market
; J' t" M! ^7 x& u1 @$ M% HCapital
5 Y( B1 A) J( BCapital Gains7 l6 l n5 w0 }% G, K5 _
Capital loss 8 ?# M$ W7 e6 V* n
Closed-end fund
' w* Z5 ?/ r9 k5 yCompounding ! T" H7 j! w1 c% K
Currency Risk , [: c) o2 ]: q5 ^4 p
Current yield ! ]! M" M6 f& B0 T- }6 f
Custodian
. L3 |7 Z( M2 C: ]Debenture
% ~7 b, x6 }* B1 O6 |8 t8 p9 PDebt
$ h3 J. U& X4 ~2 a# i' }Deferral& }3 H! [7 R6 k$ g% u6 T; P. H
Defined benefit pension plan
) \3 v: K% p9 Z+ V2 N6 K9 NDefined contribution pension plan
8 p3 T4 R9 W! q; VDiscount8 {' q7 f) V/ t* o
Discounted Pricing for Large Accounts) n' R7 s. B: ?2 x2 a$ P. Z' ^1 r
Distribution History6 K& @; Z C) N) \7 t5 c) T1 |% B3 H
Distributions
/ P+ `7 c A1 X0 d0 g$ x3 k) [Diversification
+ a1 I/ x1 C4 B* Y" e+ J+ o* sDividend
* b, l: s) }% bDividend fund
& d% o( a$ w! QDividend tax credit% f+ y! d, u7 {
Dollar-cost averaging0 k1 c8 L' M+ T5 x" a
Dow Jones Industrial Average (DJIA)/ B8 m* W" a+ ], r. I, a
Downside Volatility
+ z* e X: z+ l4 y7 i' _7 s) @DPSP (Deferred Profit Sharing Plan), s/ q) @: F1 Y, F4 ~ X: Q
Earnings estimates: y7 F, c& D9 [
Earnings Per Share% ]# r! \" q2 t8 w0 q" t5 u
Earnings statement, V2 l. v! Q+ |% w
Educational Assistance Payment (EAP)
( w) l+ ^, n+ f) _! xEducation Savings Plan
& T6 Z+ M5 F% h5 P$ FEmerging Markets/ y. G8 j1 l# R, n9 @7 B( L
Equities (Stocks)
! V: f% j0 s9 G3 f! g7 sEquity fund+ K( C4 y# i6 }, v- H1 i
Fair market value
: O% V9 C# k; r( AFamily RESP
+ z) a) _2 U* r } W3 G+ T/ q* tFixed-Income Securities Y( Q( f0 _0 A7 X, K
Front-end load
( ~& i8 X" \" n5 N0 w2 ]7 C) NFundamental analysis, w; e( z5 i3 P% A; J
Fund Number
7 y( P1 ?% M5 q' D+ N; M, UFutures% U$ N0 P- h( T }- `: q
GARP5 T& V1 T+ L$ p
Grant Contribution Room1 B# D% R4 i$ j( k
Group RESP$ F9 q* G. `) ?$ D. V5 m: E! n
Growth funds G$ J1 }$ s5 y$ g9 B- q
Hedge2 Q9 D4 ~2 Y% [/ `& K
HRDC+ {* C( J( y, g
Hurdle Rate9 _3 h9 @9 S7 U7 Q( w
Income Distribution( V, z' h5 |& Y" f' v
Income funds
# e, O. K* Q# V, |Index
1 Z1 K6 }1 F0 e, S- [Index fund' `. l; R/ M! }' G; [. E
Inflation
; W- ?, Q8 q2 i FInformation Ratio
8 i8 p5 x9 i8 d9 l2 jInterest % [" N8 U$ i% l9 [$ j
International fund
2 O1 z1 }: f' U* N& P% e4 EInvestment advisor4 }5 T* ]7 Y# C$ r
Investment Funds Institute of Canada (IFIC) % |0 p6 v o& T0 P: o
Leveraging
7 L6 b7 u9 c+ X- O6 q$ DLiquid
. g2 H. e7 n* f4 L$ Z3 H0 l4 vLoad
+ s: u- N- E9 V9 g- f- @Long Term Bond( d0 h& w8 N. N- }6 z3 w1 K% G5 d
Low Load (LL) sales option
5 n& i( J' H+ E1 K( V9 [) b; nManagement expense ratio: @' K C; t$ T+ N
Management Fee1 C2 o+ t3 y! w0 r) \1 N! {
Market Value of a Mutual Fund
/ ~) v% P% ^* T! V8 L& b/ \Maturity
6 Z% P8 c0 W7 b8 a# p) f8 V3 UMid-cap0 q4 G6 y& o( t
Money market fund( ~/ t- z+ Y2 Z5 l+ u
Money Market Instruments- W+ K+ q. k6 b4 w) W- g' C- `
Moving Averages3 R( ^! T3 m/ _# H
Mutual Fund
- U* l Y" d9 G* u9 V" dNASDAQ' V! z3 X2 Z4 b# S" C5 d
NAVPU0 O* Q1 Q- i( e/ Z( x; t
Net Asset Value
) \. P) q, h0 z/ `2 \) oNo Load
! f% [1 F! G9 ]7 w! ^" YOpen-end fund* T: Z: n# L r. ?
Options9 j: H( l$ b e, l' P
Pension plan! ^ Y2 W4 `2 F% i4 v! w; h
Pension adjustment' r7 E4 F( A. {* [+ g7 B) U9 ]: Y; q
Portfolio
) X# R1 ?2 [' p9 v) QPortfolioPro# E2 Q3 \, }" ^" o) w$ W k
Post Secondary Education Payment
: Z; R, @+ S* oPromoter
( Y, h1 }$ M" N1 W2 Y$ n+ jPremium
# G% W2 }; S9 ]- ^) i1 iPrice-Earnings Ratio; @5 i& w; B' E. n) {
Principal9 F- B' R3 n4 r8 S0 }1 c* k9 s" `
Prospectus
' C, m. V' f: g9 G9 vQuartile Ranking6 z, J' x+ c( e
Registered Education Savings Plan (RESP)
6 N7 T3 b9 H$ ?; V3 u3 h) t6 l) fRRIF (Registered Retirement Income Fund) + V, Z# F# T, m! Q h! b
RRSP (Registered Retirement Savings Plan) - @. P, n+ r _
Recession$ K" L; }$ k# Q
Relative Volatility
" G+ Q7 N5 t/ L* S6 yReturn
$ `4 C# P6 W; ~. ]& D4 e- s9 jRisk - n) ]. L1 G3 [, L- M
Russell 2000 Index , X: a& c1 Q' K/ C$ g3 K! K
R-squared
X3 |3 q: f$ \, { v) Q, P$ h5 ^Sales charge* w z4 R# r" ~; M
Sector Fund " a% c7 _7 C Z% o8 o7 ?: H; `! \
Securities
9 w$ I( N7 x# z+ r2 GSecurities Act
8 T9 q2 l9 V6 V; I, uSharpe Ratio# c( p4 P6 D# K d7 A
Simplified prospectus, s% X$ `) F0 H7 Z
Sortino Ratio
' a! ~5 J0 P. N2 r% ~. s& GSpecialty fund% S; a D0 v7 {# Y
Standard and Poors 500 (S&P 500)
8 K/ |- Z6 P& Y5 i2 D7 y' h: NStandard Deviation
. s3 H3 O* \5 e6 C& m9 U: YSubscriber" R* K$ t) `1 V5 F# o6 @8 q* v9 p
Tax credit* G8 ~/ {2 F5 O) |
Tax deduction
+ N* k, f$ N& Y' L; JTop Holdings$ ]! B- C: Y3 H% b
Top-down investing
6 p: L* F6 ?. d3 eTransfer Fee; `0 N, g! W/ p! s4 @8 k& B: T9 T! w5 k
Treasury bills (T-bills)
% G! j5 `1 J0 jTrust u( a6 L, d; R. k# `
Trustee
! ~; o3 a, [; r5 X& |Turnover ratio 9 `( H- o( b9 u. I' J7 W6 _
Unassisted Capital7 d2 I0 w! t' W( X7 J% C0 u# N
Underwriter3 ~3 a2 [; U2 A, X
Unit trust
$ h) L) w% f: ~7 cValue funds
* d1 a! i5 ?. f5 k! xVesting) P% u$ A, y/ _- w; _( y- f
Volatility$ j7 Z9 G% h: F0 @8 C
Volume
7 ^+ b: g6 [4 D( i% ~! O+ RWarrant4 e- @# i2 r3 A: f
Yield" j/ E4 s R$ g: {* g( p
Yield curve3 d0 O& h5 I# f3 c$ c) B6 Q
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
