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Account Type' e/ j# l# T4 A2 F# v- j
Accrued interest
$ y& @5 ~1 @: a) J7 ]( uAccumulation
' n% h' }5 B0 \5 E! ]: {Accumulation plan# T3 b7 Y- y$ }0 T) \( s/ [
Active management3 s: Z9 E4 K4 c v- @* b0 d
Aggressive growth fund
0 h, j5 n3 ?- l, R, nAlpha
- H1 k( L+ x8 S# AAmount recognized
# O1 d8 U; d( h. w8 _% J" P; Y# tAnalyst
( y+ s" M" r ]) ?. @/ Y% ^Annual effective yield $ U3 c" u t, g( Q0 f) j
Annual Maximum Payment Amount( D: l7 h' m5 V
Annual Minimum Payment Amount
% [2 J6 r6 V8 V/ H1 bAnnual report - q' ?- l* e: S1 s/ C. Y% o! Z
Annual Return
) f0 x4 ]& l) y( z! S: n- \Annualize 5 ?, F. b+ {8 v3 \
Annuitant 7 T- j. c/ q u* S+ R s! I
Annuity ( N/ t. h+ H3 `
Appreciation9 N: U& F `$ D" a1 ]2 @
Assets
9 V J; C/ ]; D2 N; @) I7 H! ?Asset Mix $ x# j1 \- G' T: q4 L) w; J# O
Asset allocation
r8 @$ I$ _# q+ K( p" o' W4 U' @Asset allocation fund
( p- ]( {& v! w2 p; i ?Asset classes # D9 s7 U6 x& J. J1 @6 \/ L
Assisted Capital
. b6 p9 f5 }5 T; e! |* ?* {8 zAutomatic Conversion & ?1 A6 d5 {. ^/ x
Automatic reinvestment: i% i- Y/ S" s& v- ?9 W0 G; T, u
Average Annual Compound Rate of Return
/ |( ?2 `' {4 [* ^, z: T# zAverage Cost per Unit/Share
; B- Q( N! ?; {) g, dAverage maturity
6 }3 ]9 n( ?) {' |9 CBack-end load 9 E& c$ k2 G2 _8 c3 E0 T+ S
Balanced fund
: k. m6 ^! k% PBalance sheet 3 b& ^) ~& p u
Bank rate
' p" ]& t' y0 I. A( [Basis Point
% {: T: X3 x) q& cBear market2 l# n2 F# w6 J4 M- ^
Beneficiary
* e* f# m& v( X3 t8 R4 LBeta
- E0 H5 `6 N5 S1 @) o# qBlue Chip % o3 x- q& ~3 N7 }) i" V7 c
Bond # A& v& o9 K8 y2 e
Bond fund
6 \' v2 C" j, [Book value
& q' H/ K5 v- n. p$ |Bottom-up investing 0 O1 K/ _" a4 C
Broker! R `' J% \6 m
Bull market
3 y" e" [: t$ k; s3 O- L% ACapital
/ d- [ \( ], E; N" P9 K" }" [: kCapital Gains* C: T4 w0 j! ]2 K- o+ y( u; a6 _
Capital loss
4 B( i) V7 Y& X+ K% R1 X( xClosed-end fund + V0 r' p. e+ O: t) P( i! v
Compounding
3 N' Y' H2 b" a/ d( hCurrency Risk $ y- u* r8 N1 d K$ o! M8 u
Current yield / ^' w0 o, u3 |8 w0 ~3 e
Custodian 2 p& W3 J" \5 b2 j7 _' W% {
Debenture
( ?# Q! _/ o6 P. v9 `Debt3 I1 s2 z/ N- p0 m$ n- p0 j- z
Deferral
* \% B, B% A8 \- ^8 YDefined benefit pension plan- C/ R' a( L1 J$ |% [/ w
Defined contribution pension plan8 i' P8 m9 A5 m9 h* p* l
Discount
* e: e8 l& Z# Q$ a, \, `1 JDiscounted Pricing for Large Accounts# s+ I9 H- {+ E
Distribution History
; ?( \6 k& |" R1 a- [Distributions* @8 d9 H# P, D) N* ~% N
Diversification
* _4 M8 ]; S# \/ p5 SDividend
2 W/ x3 N8 d( KDividend fund6 J3 h( U P% N8 w
Dividend tax credit5 d8 L6 s1 `3 X4 z0 i
Dollar-cost averaging
5 y/ }: d% B8 E/ } O* FDow Jones Industrial Average (DJIA)3 F* S. O# h* ?3 h, B1 J
Downside Volatility
+ f7 j# Q7 b' P8 w* f0 dDPSP (Deferred Profit Sharing Plan)% ^- h6 i% D) u* u
Earnings estimates! o1 L' G( p$ P& ?
Earnings Per Share
0 B1 D! _# k# t$ F' UEarnings statement
0 F- f3 K% q \/ {) PEducational Assistance Payment (EAP)
4 O2 o" l3 z( b% u* h0 PEducation Savings Plan; {; h, M2 D4 Y% }! j
Emerging Markets
: R8 T# q, }( t( N- {' REquities (Stocks)
9 O4 v! }; `9 {+ Z& }) C) NEquity fund
6 M/ }2 D: u: {* f% w2 [. [Fair market value9 F7 j5 J* k! L5 Y) l1 _! n. H
Family RESP
( _8 z9 W2 z: w* W+ A7 ^Fixed-Income Securities
) K' f- n2 D; d! i! A- eFront-end load
0 ~, L) ]: k/ Q6 S+ MFundamental analysis
! V; C, k! A i: R9 K4 L# C/ OFund Number
! ^7 [/ ?, T0 ?5 d% VFutures
: u- b$ Z+ z5 m# KGARP
- H. o" B, h( P/ A: V2 HGrant Contribution Room7 N9 {; y. ]; ^3 l0 U% m" w
Group RESP- U( L) G4 E2 g! N+ k
Growth funds
6 \" r0 S, F vHedge% t7 p. x8 d- Z8 x4 s7 m) H" l) G
HRDC
3 N, y# s+ Z r7 y& U. iHurdle Rate/ L9 k( t1 e3 b
Income Distribution( i7 {2 ?( m" i1 J! @1 N
Income funds , B/ O8 X7 f+ L4 y% o; `
Index g1 _' y. \5 J
Index fund2 i' o3 m6 C* I
Inflation 5 B& l5 S) ^& L0 E1 r) _/ h6 p, X
Information Ratio
0 _3 d/ c" E" @, N% AInterest ! j. k2 }* X0 O5 v/ r5 I& R9 f4 O) [! k
International fund
2 j, c5 a5 l- yInvestment advisor
7 Z5 w5 q. X/ rInvestment Funds Institute of Canada (IFIC) : E5 q3 a8 v( f8 \( K" p
Leveraging6 x r( {$ s$ f; U1 [" R' z
Liquid
3 J* [' R- i+ ^4 kLoad 8 T$ Z1 f5 a5 d1 z
Long Term Bond1 h' C# ~- s% ?, `9 X% `0 M
Low Load (LL) sales option
: X" g2 T4 R& V2 EManagement expense ratio; Z, x$ e& _ \( y- s
Management Fee
1 f6 F' j) U' M1 j4 s; H# H0 {- BMarket Value of a Mutual Fund( z! u& C$ r5 |0 {; @8 {: X
Maturity
2 c' E0 I. u# n9 o. {Mid-cap
0 v. b- Y, V! g) ]2 OMoney market fund& G3 l* k! e7 [
Money Market Instruments @5 H- m; f8 E4 t0 B q8 ~& K
Moving Averages
1 e" F0 N+ |$ v$ ~ PMutual Fund# Y" F! J1 Q0 V- p5 q8 ~
NASDAQ
9 p* o% P; h" s% {, q2 R! R/ yNAVPU) A! X9 X8 k! S% _' y9 u
Net Asset Value
3 I% `! T" w+ i1 w! P4 bNo Load4 ~8 W9 y& p& u! K( w$ U! q) ~
Open-end fund
) b1 i% B3 K3 N$ [+ KOptions) U) r- K) B, Z' } g
Pension plan
3 s q5 i9 V7 {. m7 Z$ SPension adjustment
. J8 Y3 G$ R5 cPortfolio% \/ N" O' g' q5 H2 n4 G/ Y
PortfolioPro
: k* O# n/ H0 n1 Q* p2 D- xPost Secondary Education Payment
3 [! K @' G$ \) y: kPromoter" f* J% E- e/ |; B/ f$ }
Premium
! C1 }: K$ [! J2 h- B5 TPrice-Earnings Ratio7 y. a e/ d j. G3 D
Principal
3 F6 X: {$ G+ pProspectus
7 ?: ]5 z/ G5 ]- a9 S! tQuartile Ranking
3 _% l* U+ v3 \. E. e. E9 S' VRegistered Education Savings Plan (RESP)- r5 C; m; K7 [) m/ A3 p- L
RRIF (Registered Retirement Income Fund)
9 e0 I7 _) v: E) P. V5 o) hRRSP (Registered Retirement Savings Plan)
& r4 k# b, v! F; aRecession
3 m) r) _+ r* eRelative Volatility# B$ C# ]& j0 v \1 n/ j) N
Return
: @/ W/ ] D& {% [+ {( V, r( RRisk
) ]' t% T; Q. E5 s- y2 ERussell 2000 Index
3 j% Y. Q' {( e' |& yR-squared
|" ^& e i) Z2 C# E# T2 C nSales charge* Q. d* ^2 B/ x2 J& j: \7 i
Sector Fund
3 ~) N+ U' m/ [+ M2 bSecurities! F4 a4 U9 z8 m7 K4 T
Securities Act
) ^+ m& I: ]4 r- G5 I& g7 w% USharpe Ratio9 L' c+ }" m$ m: w. ^8 |9 B) ?
Simplified prospectus; r5 T: U+ d: C; }4 q. m n: X
Sortino Ratio
2 T3 K+ n% y9 l; {1 P4 g* b% I# ~Specialty fund
$ I" a" s) ]+ I3 B! T2 GStandard and Poors 500 (S&P 500)- T6 s; j; X/ Z
Standard Deviation
$ }7 z' G2 ]1 I7 S/ sSubscriber
# C* `* L# r; l+ m# D" W, eTax credit7 x ^" s, _6 ^1 k9 O
Tax deduction
6 v0 L! F9 ~6 Z3 r C* }Top Holdings
4 B; d4 f" ~: S& m, NTop-down investing: i3 h5 j, n S1 o: X1 C
Transfer Fee" }; [# b, B; P' I0 T9 V/ ~( }, m
Treasury bills (T-bills) / s# p( O" D4 W. M- O5 X' d
Trust 0 D. E6 ]( X! o5 {
Trustee1 T; L" J( [+ G; r. r
Turnover ratio
8 u( i# D( g7 W& zUnassisted Capital) f0 ?1 \* C. J
Underwriter3 m% |8 s4 [7 U. k5 y( R
Unit trust
& W3 I$ e7 e& k* m+ K0 J4 rValue funds 4 W, N7 ^0 H& W" a0 e s/ j/ r
Vesting
: b6 K4 |# t! z: p3 m( BVolatility
2 a1 w" ]0 {0 G* MVolume
- y1 S' K! O8 a7 E) x5 O0 q+ T, T% RWarrant
9 D6 k6 \2 q/ N0 {Yield
" s5 |- }# Z j" x( P5 b' [Yield curve
3 Q) W: U, D* f; G2 \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
