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Account Type
$ w( P- y8 }3 L3 L& O, g' ZAccrued interest. \0 ]6 z8 |& e3 {
Accumulation
4 Q1 w, Y3 e& x* q2 y( gAccumulation plan
) Z4 q/ F1 f1 F( u( M8 VActive management
3 B6 r+ i/ v- mAggressive growth fund & r' |. D# W1 u5 p3 Z! ?9 g
Alpha
; d) H C, G+ @! ~" U+ v" [$ ZAmount recognized , Q* Z, _6 [7 r$ R0 n. ?: J, p O
Analyst
; L* `, T8 v; ^Annual effective yield
7 p1 i# L, k+ G% BAnnual Maximum Payment Amount
# |9 k+ _/ C2 t4 q7 vAnnual Minimum Payment Amount
. l; I/ t! u' `4 ~# MAnnual report
% l( l+ R/ x& a8 m J, L B2 ^Annual Return
) F8 B" O1 N# p" LAnnualize
' Q) Z/ O3 f6 {, xAnnuitant
1 @: a- p! Q: F {& `Annuity
+ F' r: ?$ S* z6 w y lAppreciation
% |7 P3 I0 m$ qAssets & t$ ~# _. d, v7 F; O7 S$ T2 B
Asset Mix
! z6 ?2 G) B2 i& k0 i9 R, b" lAsset allocation ( y1 h' r) q5 G* `7 L8 C
Asset allocation fund
1 e. C' ^& U) x# \7 fAsset classes
# `- v* m. t2 |, k# V. j- h, t7 mAssisted Capital
& l: o+ u( U: W0 sAutomatic Conversion
" D) j: a7 w9 A* H( c( OAutomatic reinvestment2 r7 f s* B z$ {2 z" R- Y1 O
Average Annual Compound Rate of Return
! {$ n9 g- B) @' l4 X4 qAverage Cost per Unit/Share
3 N! H w4 r0 L: Z' ~" aAverage maturity
: k0 B5 T# t D( H' J. y/ kBack-end load
* t6 q A+ B- z+ s0 vBalanced fund * n# N5 n( J2 d% D
Balance sheet , C/ u2 Q5 m1 ~, F% F
Bank rate: q3 u- L/ a; k @" E) b3 B( r
Basis Point 4 E7 p6 ^8 h3 l* g# l( T2 M
Bear market& @9 t, X. X7 ]8 Y3 _( v
Beneficiary
' I0 i2 f9 \: B) Y8 L6 e/ BBeta G+ N0 v/ g% f+ ]$ Y& N0 Q, t" R
Blue Chip 5 ]+ A8 K4 M$ k9 Z$ @: E
Bond
1 \5 F. j5 z4 ?Bond fund : p, h) v2 O% Z$ D ?
Book value
+ H4 E* o5 h7 f' s3 \3 l8 y) `Bottom-up investing # u' c, i0 W# V. g7 z
Broker3 o' }+ T/ J! V+ M3 H2 b7 R6 o
Bull market
+ Z2 x3 S9 {0 [: B! ]) o) UCapital
1 s/ M! L L `" t. c8 GCapital Gains/ T; |7 |3 Q& u
Capital loss * e$ I0 z0 G' k% K
Closed-end fund 6 v9 O5 C0 K$ I5 _# [
Compounding
) x7 M7 j( u3 c$ U. o% KCurrency Risk $ _* B$ k# Z( C6 [
Current yield
6 g7 i6 _- ]& CCustodian
4 L" F& I: ^/ C' @ U: `& h; }4 BDebenture+ Y6 A1 B5 n0 o, ]7 Q. U5 Y
Debt
% g; ~5 _$ J6 N+ CDeferral
7 g/ H4 k7 u+ M* }" H4 {0 W9 R) JDefined benefit pension plan5 W) L4 e; t8 j
Defined contribution pension plan
Y' D' W d G; w% i4 ?+ QDiscount- @3 B/ e# }/ m7 |
Discounted Pricing for Large Accounts
6 e) N% c. o$ A4 M1 G" i8 ], \' j6 iDistribution History! ^2 @* L- b+ c- M' i, s
Distributions
3 L; m! E2 e! Q7 o; wDiversification
: e6 v) u- K% j* D% |8 oDividend/ j$ h6 J" S4 N% i8 H. y
Dividend fund, t& J2 Q! V6 s: l) O8 \
Dividend tax credit" H/ I( a$ P& S1 f9 W; S k
Dollar-cost averaging
1 l \; G- {. H+ H& U/ k, WDow Jones Industrial Average (DJIA)
$ I8 ^7 Y$ {) x6 Q, ~- ^Downside Volatility
, C9 R: f6 D5 U. H# o" d% ~DPSP (Deferred Profit Sharing Plan)
$ T; N' }. A, x# D) T6 NEarnings estimates* p/ z, ?; z4 ]1 {
Earnings Per Share
" v P$ f( C% u$ ~6 W$ HEarnings statement% A0 I. u1 `- M3 g; {
Educational Assistance Payment (EAP)
+ I7 g5 U9 _- p$ ?% ]2 W0 \Education Savings Plan; Y, u, b+ d4 x6 H! G
Emerging Markets
: W5 U/ B' d: A0 ?Equities (Stocks)
' H$ r3 L6 l% S5 h( a6 ]Equity fund) @" D/ e6 J/ K F
Fair market value
% L5 l4 M6 x9 J) v, s6 y/ h) Z) PFamily RESP) G+ N( i; R& C6 H8 o2 ^) z9 \
Fixed-Income Securities
) D$ d" a$ y5 `) j) MFront-end load$ T3 Y* ]& n. V8 p6 ~/ g9 A, M1 G
Fundamental analysis. `) m0 j4 j4 z5 R, B: r! f( O
Fund Number
6 ^& k$ Y2 p C1 Y: _0 QFutures
# @! v+ _) i& f. [, r" m9 X1 U1 r3 zGARP
2 p. Z- S' A. r: F" BGrant Contribution Room; y5 k8 W* _5 H v4 M
Group RESP
. D/ ^ J9 B3 l, fGrowth funds ' r: {- i% f6 a" c4 }4 q
Hedge) [6 c9 E) f& z- [
HRDC! x( D, d+ q8 l- s# \ n
Hurdle Rate$ p7 K5 s& A+ }1 t
Income Distribution; x0 m" _2 K# V% F5 v
Income funds
0 z6 g+ Z4 @4 u: a+ a5 ?Index) ]- m/ W+ N. w* C
Index fund
! o- j0 h# H$ i o6 q A* QInflation
& P+ X1 p- n1 g( WInformation Ratio + ?- \$ k. \/ {, _& r- T; F
Interest
" x; G @. J$ M! c3 W% E2 EInternational fund
~8 S$ Q2 V, _. Q% {+ M' Y; ~Investment advisor
, ]! j0 S+ N- }; U+ n w2 O- RInvestment Funds Institute of Canada (IFIC) 7 A5 @0 @( }: ~8 p3 y2 m
Leveraging( e9 @/ r" m8 \3 m; \- D* v
Liquid
1 n+ ^' v+ M' ?Load " \3 i) p( y& }: C9 @
Long Term Bond
* X+ H, _- o2 N J2 T% f' @1 }Low Load (LL) sales option
% ], ?2 d; R. {Management expense ratio
, G. v" a- M4 D( AManagement Fee
! u1 x7 a3 h0 Q$ |6 mMarket Value of a Mutual Fund0 `. w) j3 o. s( `
Maturity
+ @8 [4 m+ `( \/ jMid-cap
g4 q3 S( |% e8 Q; D& G* `# JMoney market fund5 m* v& M$ j' w2 h
Money Market Instruments
' P( `8 @: R1 C- d0 p: fMoving Averages, M2 C! q2 @6 P, Y7 R( H/ m% X7 @
Mutual Fund
% i$ g$ I& b B9 E; J; [NASDAQ
3 o5 D2 |0 f! _& J, k9 J5 C# WNAVPU* _/ J& n" ]: a) W) G
Net Asset Value
4 Q9 a* F, y+ L8 ^8 {* g! z& |No Load
3 e/ o: k$ S( J/ J: W. B; T6 rOpen-end fund9 E7 f/ W+ L% ~( R1 g1 t
Options3 A q* N6 N( n; Z4 E# `: o
Pension plan1 |6 y3 t* g1 A d+ b: F- K
Pension adjustment
3 F+ I: c" z& u8 r8 IPortfolio# ?, b+ T: T0 g/ Z7 v
PortfolioPro
4 M c+ O: s6 v9 e9 ^Post Secondary Education Payment
1 s( s2 p& y, r0 }7 Q* g9 kPromoter
6 F9 e. ]! n. |% \Premium
1 h/ ]# W0 J% \2 l& t( GPrice-Earnings Ratio
4 P" g3 Y+ `0 P& y( i' |7 o# s+ y4 p8 lPrincipal2 U+ J5 b. q1 y4 D
Prospectus
- y( R; m9 ]. l* a9 u kQuartile Ranking, u o9 V& k2 g) @4 ~8 b
Registered Education Savings Plan (RESP)" N" Y' ?* [% n
RRIF (Registered Retirement Income Fund) ( m+ r1 B! ~1 L0 W/ G9 E* c# y7 }
RRSP (Registered Retirement Savings Plan)
+ x: ?. [$ t8 X! eRecession
: u; \' k; {) p* G+ u$ j7 a cRelative Volatility
4 G1 E5 U, g; _8 u- MReturn
. h6 k6 ~$ I! w8 g0 F4 HRisk
& t' C3 B+ z4 Q; l# j" rRussell 2000 Index 4 Q# U- W# {2 U4 N; H5 N) Z* h8 \
R-squared* j, }% v$ L$ D+ h6 C
Sales charge4 b: |( B. P" `$ i L1 s: f p! w
Sector Fund f: M; B+ k( f8 @! u
Securities6 X7 \6 e5 {! [! P& Y- A! T0 R
Securities Act
$ y' H& E% O r1 {: \Sharpe Ratio/ z4 T& o& [. z3 s
Simplified prospectus/ o0 [$ i/ q q( f
Sortino Ratio
2 a* ^2 F. V( _3 _) [8 cSpecialty fund& h/ \# d' ~5 o7 B7 q3 a
Standard and Poors 500 (S&P 500)
0 j+ g! i% i- i: T& hStandard Deviation * y- |8 z% V7 H7 n9 s' o% _7 o( E
Subscriber9 j" V2 c' ]0 r. h
Tax credit
. h7 D! v# a5 \2 wTax deduction
+ B C A9 A9 Z( DTop Holdings
) u7 _! a9 `6 p0 h# ?7 ITop-down investing
# q" M" N! ~3 l: O% y1 lTransfer Fee* N6 C4 W- N/ O! | {
Treasury bills (T-bills) . h4 V6 v6 \+ z$ C. o
Trust # Y% {; y- _: }: n. G! R: {' _5 `
Trustee
9 \. A& F6 }$ S6 s; ?* ZTurnover ratio
) \& h, J& d- f) bUnassisted Capital1 e) ^- i+ s9 w# A7 h
Underwriter
, q5 j* l$ E& t& I+ {6 YUnit trust
0 t% w3 T7 u4 w- H- R+ QValue funds " i3 I* j2 G1 k' q! ?' A
Vesting
3 O" R+ @* P6 U1 s. f& LVolatility- ~8 i' ]3 b- F m+ @
Volume
& S w3 D1 m# {Warrant
0 V7 P, p& f# T! K h2 ?Yield
) T# t( p/ W0 h- O/ KYield curve% Q) x; c* ]" Z0 c" z
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
