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Account Type
. o- W5 l. |% A2 f/ X" h i1 T) r9 pAccrued interest
, i, s" x' @( I2 N" ]3 eAccumulation 8 z' f) }# y) p% M+ `
Accumulation plan. r' |: b" k* G- H" `+ ?. Q2 D
Active management
* c3 e! W8 A. p9 X# n& B5 {Aggressive growth fund
, D& H; j% }7 g6 ?Alpha
& o) a9 Y9 f" h0 z; L2 r+ lAmount recognized
/ ^7 c8 m" J- n9 ?6 C! B' NAnalyst
2 D' X9 [. q% r2 [1 A! v' _8 MAnnual effective yield
$ g* Y1 {' N- y8 t( `Annual Maximum Payment Amount! c$ N% y+ ~' h- f4 ?" g
Annual Minimum Payment Amount
# w z) F" P' H8 g1 `& }" J9 Z8 YAnnual report 0 H6 l- U, ~1 y5 D9 K i
Annual Return
- m' x, ^" u# P& C% k1 tAnnualize
" i' j* O& ~& V; B( bAnnuitant
5 T9 M, x2 j" H6 s2 L+ hAnnuity
6 j* i, f |8 p X! P8 e% ]Appreciation4 g4 b; v5 z" a0 N+ T) ^
Assets , f7 T3 t8 u8 Q/ ~; y0 [: U
Asset Mix
+ l6 F# H, g- bAsset allocation . ^0 R' v: p: l8 q/ ?( G: G
Asset allocation fund
: w) G1 u( A* W' WAsset classes
7 i# k4 ~; P) _; a* ZAssisted Capital
. R I- z" L+ X. z. r- X2 W/ l, r& eAutomatic Conversion
6 m5 j' M3 s K8 wAutomatic reinvestment
$ o2 Y: W; S" z( r/ V+ KAverage Annual Compound Rate of Return
+ {' X! S" o1 u% h3 OAverage Cost per Unit/Share
5 Z; q9 w) ~6 e; U3 V9 `Average maturity5 P2 f- E0 [% @
Back-end load 6 g) Y* e' Y+ v3 d! J5 G
Balanced fund % |' {4 M8 S% e4 |4 y i, ?
Balance sheet 3 F m0 F" {. A% c2 |/ ^' e
Bank rate
& Y1 ~1 F4 P R; i# \3 V9 }) J2 [Basis Point
5 D$ C4 u( \0 v% n' BBear market
: t4 V+ g0 g6 @, S* IBeneficiary
$ R( o; ?0 f' [; e" T: ]9 S' z FBeta- h, {. r- ~. k9 i
Blue Chip
0 b' F1 _; S7 PBond - o% W9 c+ t$ M4 d
Bond fund
/ e" m2 C) x# A" `3 w' y/ eBook value 2 ^% O2 }8 |( y7 `+ B. L3 H( Z4 s) M
Bottom-up investing , P$ {8 o9 i% n! x6 S' o4 F
Broker
6 H/ H# c( Y4 NBull market
2 w8 a5 R& o, _0 `Capital 1 i n: A& w! W" ?. v
Capital Gains% W& h* z b, s, |, O& O3 d. C
Capital loss , E9 `2 e& N" V1 H
Closed-end fund
5 g8 i a( P& C3 i; d- o$ M( gCompounding " x( l+ r0 e2 m) n
Currency Risk
0 y" y- Q l" H. ]9 {Current yield
8 N" C- S% r+ [6 e9 _, \/ YCustodian
7 m: b( c8 Q4 C2 V- M- @! BDebenture1 O* P( c& B1 o3 C
Debt
( T+ ~" p' ^/ wDeferral
' _( D4 x! Y' j- @Defined benefit pension plan9 Q3 [. V! p4 M3 }# A4 p
Defined contribution pension plan
6 }% ]0 f2 G0 e' h+ X+ t7 PDiscount
5 }* y1 _+ ?3 T; z: ~, i, c/ T* H6 jDiscounted Pricing for Large Accounts
7 p& B% d: I; _- O5 l3 e6 K2 \Distribution History4 d! q3 ~; P# t& V4 ^ o
Distributions0 u3 I6 I' K5 X, k$ g- e
Diversification
( P$ w6 W0 D# `Dividend( P8 W' \+ D+ O9 Q+ B" \
Dividend fund
( g( L' S" u/ }8 u+ x+ h" _: WDividend tax credit
" d* Y6 F: t) K! zDollar-cost averaging
+ b8 i" M2 S+ Z7 `" BDow Jones Industrial Average (DJIA)
% W: S4 l2 B- W( X: `0 X0 zDownside Volatility
3 w+ U% C8 w- o$ W n$ r5 Q* VDPSP (Deferred Profit Sharing Plan)
& b) a" r! v& sEarnings estimates
8 g" N" s' B# Y# X! d5 j1 @* v; LEarnings Per Share
9 p j8 M6 Y6 J/ L( b% A) pEarnings statement: f/ e8 p3 A1 v2 H0 C
Educational Assistance Payment (EAP)
# z( q9 @; o. l7 q. m6 U* P4 g* cEducation Savings Plan
, o$ S' }8 l$ E& k! P5 MEmerging Markets' F6 k3 O) k& x; n. x9 s, F1 J" _
Equities (Stocks) ; C# o' u! O8 [1 |, H4 I- V
Equity fund
0 ^, |& V, T2 ~) X8 ^) yFair market value
6 W+ u2 b3 Q4 J% XFamily RESP
) z f# d) `5 T5 S, j, QFixed-Income Securities8 b7 _7 o9 m- D1 E. L
Front-end load
$ z/ f" @+ \9 s) |2 ^Fundamental analysis
0 s* _+ n7 M6 V4 p& {Fund Number
3 a. x% W' y2 a0 JFutures
; r& l$ B, B- B3 W! C3 m5 y; LGARP- S5 R$ t3 ?, G' m
Grant Contribution Room
/ i7 n- @) ?) N9 SGroup RESP1 L. D) K$ T6 p$ y
Growth funds
! L: l: K: d4 r2 ?. X- n. yHedge8 i9 V' O2 l7 q7 n
HRDC$ S( p# _9 t G8 h' q8 ]) t8 Z
Hurdle Rate$ F& o: n6 {; F3 L+ R
Income Distribution+ H8 k2 m& @7 _! E# p
Income funds - O E& z/ ^% L. s+ E0 h
Index5 k V* j" ]% R+ x, m
Index fund- U+ @! l9 @. _" q. c
Inflation
# h, ?) X; q' W8 w1 x& i2 TInformation Ratio & o; S3 T) m( g8 H5 h$ n
Interest % d: Q0 @7 Y) ~( R! s$ ^
International fund
- F/ }8 Z# m& sInvestment advisor
6 x/ X* y. }7 E: l$ r3 M5 w' LInvestment Funds Institute of Canada (IFIC) $ c' B Y U% k. }
Leveraging3 U7 i* [9 U! ^5 c
Liquid * G8 p9 j8 P! ?* c+ n1 O* Z
Load - Z+ D; L" m& c) E5 f( b& s
Long Term Bond7 ?( d4 ~# V& _5 x/ g
Low Load (LL) sales option9 M. [ n( _* Y+ C! j n: K
Management expense ratio& g% C- B6 ^" S! W" j u4 z2 q: N
Management Fee8 v6 }) ~3 l. N5 k- k
Market Value of a Mutual Fund- @7 P& G) b' {) }
Maturity1 \! u( H# N1 c8 c) q9 @; v% X9 k
Mid-cap( |' }. O1 q0 x$ v$ h8 g
Money market fund, F: q; w- P7 A' t
Money Market Instruments
4 V) b# ]& u% XMoving Averages# ]- u) W$ {, l. S$ b( _
Mutual Fund# H$ Z* t5 K f# M. u( A" k
NASDAQ
# d" s" E! E9 VNAVPU
: v: {. i# @ x; eNet Asset Value
" F4 Q" `* h/ }& e7 ?7 TNo Load
& u1 u: g* s/ L+ p! kOpen-end fund0 O+ k. O9 F# b( c
Options
* E' t0 k' G6 a# \, d" MPension plan
& y* {# p* p5 _1 ~) |. k9 ?Pension adjustment
2 z- I9 S2 i2 ?. c6 `7 d9 kPortfolio
1 F, G7 A1 @% a/ Z" vPortfolioPro6 G3 e, K: v6 ?5 d, ?8 X
Post Secondary Education Payment
) ?* Q8 N3 g+ O0 D4 e: pPromoter
- g; |5 I1 [3 }' NPremium
: K/ u+ O" ^# S% c2 \+ ePrice-Earnings Ratio$ ^8 P3 }" R1 H3 \% {
Principal
& Q& b2 B( _& |, S( {, U2 WProspectus
8 c6 N) [8 v) ^& V& C7 e. @- G1 T6 @9 KQuartile Ranking5 \/ b: F, y3 D* [2 ^% o& {
Registered Education Savings Plan (RESP)8 O* p( |' \3 L9 ^& G: m4 ]
RRIF (Registered Retirement Income Fund)
: P# a, L: U8 `( k3 t. oRRSP (Registered Retirement Savings Plan) ; t6 E) z) s( n4 n) @4 r* K
Recession: q. S+ {* H7 a6 s" L" }' @
Relative Volatility
0 y5 n& U( [- K9 F& l/ _Return+ D% M3 \* G* S5 L% ^1 b; K
Risk ' L' M) U" w4 V% h/ w- Q, `; I8 _
Russell 2000 Index + b7 S( q! _$ ^; h% n' T5 c
R-squared
+ v5 p6 G7 t. X8 D$ D' X* ySales charge
: V0 `, g$ W$ Z5 R8 H& d$ GSector Fund
$ m: d% D1 g' h ]0 W$ x2 ]Securities# |7 y) ]* F6 \( M% M' b
Securities Act8 @7 H {! V h; |6 j
Sharpe Ratio) ~& y* @& v2 h( X; v
Simplified prospectus! a# r% T( ?3 _4 B: | V$ }% ~
Sortino Ratio
1 ?, p2 B" b: E% qSpecialty fund& x) h1 k X" Z& s. Q
Standard and Poors 500 (S&P 500)0 R. a+ f- p" P' x) |3 i
Standard Deviation % X6 ?8 H4 y s) u
Subscriber
3 R7 P& l& Y/ uTax credit9 q) x& `6 C3 V9 c5 Q
Tax deduction6 E% Q+ }) }; Y4 C4 B# ~
Top Holdings
% X h6 \5 }8 c8 Z, t7 E9 c: O. t7 m) MTop-down investing
- B3 |" d8 R! J4 K1 I; oTransfer Fee) R7 R% K% n: }& Z9 r) k% N
Treasury bills (T-bills) 1 L [4 ^# |) R7 v; k: J2 v+ V
Trust
* L$ A5 @8 t1 ZTrustee
: f3 [& h: ^ ]/ ?; V( G# I$ @Turnover ratio ( h% `/ d$ h) f- Y4 a* P
Unassisted Capital
) f8 j3 L: e" ZUnderwriter3 j4 v- b: o5 _
Unit trust. H" Q* o; U( t! A9 B
Value funds * i2 y# c. A- ~& n: D* G; [! u
Vesting1 l% ^7 X. @, v- U5 N) D
Volatility
3 I u2 _0 s! w( v% OVolume 5 @% k. L8 Z/ V/ O
Warrant' V+ z9 q. G; K4 ~4 U1 E' T$ Y
Yield
1 v' b& A; b5 v+ ~, Q. `4 wYield curve
- \( O+ L' J- a: {Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
