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Account Type7 ]4 f& i, R6 `+ f
Accrued interest
7 F8 h# z8 X8 s8 q1 M1 G" hAccumulation 1 H$ U9 I Q7 f/ b! f
Accumulation plan
3 V$ V5 w, [- }8 ^" K# _Active management
6 T6 \4 @ u" j; q9 f" oAggressive growth fund : n' G# d! S/ f \
Alpha d n' E, s$ l9 z z! _
Amount recognized * v$ P& b/ K% M( Q" q( I( ]
Analyst , l# C& `) Q( t& ?8 R8 `/ G
Annual effective yield
/ v# C6 u% t. q: LAnnual Maximum Payment Amount
1 \( z0 Y# g' o: _6 SAnnual Minimum Payment Amount
4 K0 `: \, j/ _Annual report
( \1 @. A% J$ f8 D. vAnnual Return
7 S1 V& x/ d7 ?) w7 C! y* Q GAnnualize ! { u) l% r: z2 s N( X1 I8 W0 q
Annuitant
# k3 [& H; J! L$ P- M) G5 @( a+ n( E, f! _Annuity
: y+ I# G$ Q0 z! u" f3 EAppreciation
" w- B( E1 w$ C% ?8 K; h; |5 S5 uAssets , [% a7 A9 X6 }( o, k$ G' b1 l
Asset Mix ) h. R" k2 P/ n' S
Asset allocation # m3 O2 d* x7 ^' S: \
Asset allocation fund % E: L# n, @) q% z" ]
Asset classes
; |- T7 H4 Y0 T' dAssisted Capital
! o1 }/ k8 ?6 k# R- n4 z' H" bAutomatic Conversion
1 o: }1 r! I5 B" K8 M. x, cAutomatic reinvestment4 |* ~/ d0 k9 t ]
Average Annual Compound Rate of Return 3 Z1 E! J* W& I0 }6 I
Average Cost per Unit/Share
/ N6 e5 D. n3 V* C3 i `Average maturity
0 D7 p# d2 `' k( }+ Y7 \: n* C4 F( \" e! jBack-end load / F- V+ r6 Y- y8 l/ u8 T
Balanced fund 8 z% S k. A1 z$ ~' d1 |
Balance sheet & I2 x" c- S0 H: k. I
Bank rate
+ b- ]. [" |: D0 Y, d. TBasis Point ; C2 A$ a5 }7 s m }+ G, @
Bear market
! J6 {" n0 y3 H, @Beneficiary
/ f( S* y$ i% {Beta. ~1 e/ v2 L% u2 a* P* P3 p) J
Blue Chip 7 i8 S5 F& O# s3 l9 v
Bond
( b) t+ l; e; c5 }Bond fund ' T8 n3 X0 |8 \6 N- N* R" r
Book value
' i J' D3 A) m: ~; q# {Bottom-up investing , w- |6 O6 Z, F; R( V2 f3 j
Broker
/ p% Z" _" g; j) T m9 kBull market
2 ?2 y3 I) m1 X( ~1 Z% j0 `, mCapital 0 Z7 [& a' t/ Y
Capital Gains
) R4 k$ z1 V& v+ E7 NCapital loss . W' N9 T4 l% p# W9 w
Closed-end fund
& q* M' Q. w% R3 v4 k$ b% I: V, sCompounding
2 A" n! y4 ^2 g% m" b, VCurrency Risk n1 x% M' k$ s" |; K3 n. Q
Current yield
/ ]. |7 ^. B, T- iCustodian ( o$ p' P9 a2 {) y! {- k
Debenture% C& p3 j7 q7 l4 c/ m7 z
Debt
8 Y9 B' j0 y$ C( z, l" w8 O, uDeferral/ Y2 z% ]* B2 f6 ~
Defined benefit pension plan* V1 H( O* w p9 V9 ~
Defined contribution pension plan
5 E* B L5 g; y- s1 lDiscount
0 k+ d- w0 _2 R; ZDiscounted Pricing for Large Accounts
$ U. ?0 ?1 U1 i' N% _Distribution History, Y: y* c* T+ ^( I' A, u
Distributions/ i% w8 r0 S% ]) }( A7 K
Diversification" J4 D% m) k1 N4 W
Dividend0 x% W- e+ v# W A
Dividend fund
6 X) _* i" V; V, |+ _Dividend tax credit0 Y! ~/ F4 \0 A
Dollar-cost averaging$ J z) @, c3 ]& ]5 O
Dow Jones Industrial Average (DJIA). f o) f1 O; A7 A' e& z9 U
Downside Volatility3 a M7 f" S( a6 |
DPSP (Deferred Profit Sharing Plan)
# J( n |' f( t$ I! K$ Z9 W6 vEarnings estimates
/ P% v$ T0 B, N7 S$ M, d; F3 k) i wEarnings Per Share
: k4 i5 g7 o9 r* [Earnings statement
9 L% O& ?+ o8 h5 h7 C5 \Educational Assistance Payment (EAP)
& D1 z8 r E8 h0 ^Education Savings Plan$ O/ G# R& F; ~+ a5 W3 F4 P
Emerging Markets6 s0 u( A* {- Y4 I
Equities (Stocks)
' a1 d: e! n4 j# h' |Equity fund
4 O. `1 u1 P1 { ?/ z2 ~Fair market value" L, F d( f7 z( S4 N
Family RESP
5 L D! V, A( t) V# `$ PFixed-Income Securities+ j; W5 ?( W" [8 x- M
Front-end load5 C8 e4 n3 k4 m3 y+ o x
Fundamental analysis
% L! B0 j6 o& o5 [) a& IFund Number
, |9 w5 V2 b3 p2 V( J; L- L' dFutures
& _+ H8 C# _- V/ Y$ ~5 Q4 `" @; ?2 XGARP+ T n0 W1 d8 h8 n0 E7 K; ]4 w" Z" _
Grant Contribution Room
, ^( G4 _1 }3 j$ WGroup RESP3 j0 ^+ t. V1 r4 {) b2 b0 P0 J6 d
Growth funds
0 X5 m5 y% X0 D" Z" D6 THedge3 p/ I V2 n" h/ _1 R/ I# ^
HRDC
+ g1 A. Y) M: wHurdle Rate Q5 \, y4 c3 u
Income Distribution
5 J+ _$ O o& L5 u; F1 V5 NIncome funds
% k/ K& A* j: ~: w" Z& z( zIndex* r. O H. U4 B( g6 A) p z/ _1 K
Index fund& V: _1 ]6 h9 ^' y% d
Inflation
/ q' O! e5 u" s# c. \, E9 S$ SInformation Ratio 2 j2 j; Z9 h2 z: c4 t7 i/ @3 C
Interest # R3 J- b& E* h7 {/ J
International fund: B4 w( B8 L; {2 E+ u. }
Investment advisor4 p& W& B% z1 F5 a A2 s+ i9 f
Investment Funds Institute of Canada (IFIC)
0 e2 A$ m/ U: O6 ]Leveraging
9 q# q7 T( P" G3 LLiquid ) ?- R/ ?; C$ D9 |
Load ) M; N( o; H- V. D) r {
Long Term Bond
# L$ ^" V' Z! s2 JLow Load (LL) sales option: l' n( Z# z0 n% j; |' b9 n
Management expense ratio
4 Z5 P0 r5 `1 x( M5 s) wManagement Fee% J- l/ J) k; _, a# C
Market Value of a Mutual Fund
3 n4 D x6 U8 A- r; s1 CMaturity
. A) \# Z* J. a" f" |Mid-cap
9 Y# S; P9 N& l1 P! S4 i) D' c( eMoney market fund
# X! o" d+ V4 g7 F* N! L3 tMoney Market Instruments6 `9 J+ F9 d8 H) _' X. G
Moving Averages8 s; Y S1 P" b& o# A1 y
Mutual Fund, S! c$ Q6 L$ [$ L0 _. C% [
NASDAQ5 B9 L. B& G6 K9 Z. O
NAVPU
, [) C7 j7 {: D6 `Net Asset Value4 ^/ ]# P5 o0 @4 m
No Load
# B6 D& l+ e/ i3 ]6 }Open-end fund$ {. D& c" G) Q8 t0 A
Options3 n- g; o& I" J# }/ Y! y
Pension plan' C6 p( @9 B8 {3 n" z7 f5 F6 M6 q; U
Pension adjustment" Z5 n: d+ y$ P9 Q
Portfolio, h: n* D& R4 a4 I9 }5 N+ _$ R
PortfolioPro8 p/ N; o! h- i* z
Post Secondary Education Payment/ F0 ^7 c- O' f( ?
Promoter: v' K# w" P% g, n G1 `* X
Premium
* s* ?* B/ M$ Q- [, |# APrice-Earnings Ratio F6 T( @5 p2 `
Principal5 _0 W6 L6 @3 h6 p8 J1 e; N! D
Prospectus
: q' j3 x7 a% @Quartile Ranking
% R: y- m- h$ r4 SRegistered Education Savings Plan (RESP)# T1 N6 \1 |' N! `( S
RRIF (Registered Retirement Income Fund)
; x* W) ]3 Y6 tRRSP (Registered Retirement Savings Plan) 5 U# N$ U5 H1 M( Q' L" {
Recession; B: m3 G4 \/ J6 R k
Relative Volatility
- U: ], P8 X( H% G- XReturn
5 `+ b& |. b' j. K# wRisk / Y3 c3 E* o& B; v
Russell 2000 Index
9 r9 }& ~2 D" `8 ?" }1 x8 KR-squared2 L5 x+ w; F7 j1 n0 b7 p5 U/ A# ]
Sales charge2 s7 H* g" ?' o& Q: Z, \
Sector Fund
3 |) f7 r; d' h0 j, D" X2 ?Securities
9 x' X/ ^! K+ H* M USecurities Act: I6 S) s- i/ c
Sharpe Ratio
/ {, D! [: Y+ l. O. jSimplified prospectus
+ [0 U4 Q* }4 H9 z- ]" }Sortino Ratio: l- ~+ R" S/ y, w$ x9 U, B
Specialty fund
T$ X" o; V1 f1 fStandard and Poors 500 (S&P 500)
- G( M! ^ H- R% W9 v' U0 A6 p9 L9 }Standard Deviation ' C( `+ G6 l! a, ]
Subscriber
! g6 t: Z0 V& }+ W, d% VTax credit
6 j% i8 ~/ t: [Tax deduction
, |8 S! C7 { d" v1 y5 r: i2 rTop Holdings
8 c/ C! s! l! \- Z6 y% O G* T$ oTop-down investing' \1 V0 u9 `7 p4 c
Transfer Fee7 {0 k! }1 U, u# Y3 t
Treasury bills (T-bills)
; M$ O! i# e2 t" Z% ?1 BTrust . P. G- H. J+ v$ I
Trustee
- n$ U3 D' n' \7 X' M8 x" cTurnover ratio - v2 P* Z& e1 a) n4 @1 N/ j' L* k d
Unassisted Capital
' L! l V* S2 H9 ]4 bUnderwriter
t& Q! q$ j& S& EUnit trust
) q ?7 H! _* A( F& o: b) z- cValue funds
( c' H, F( g @5 k7 X" V- AVesting
; [1 I% n, ]3 [. l/ p/ r& ~Volatility; r5 L; T4 ^! O
Volume
2 d: [' f: e% e$ R8 Y% aWarrant$ n8 x% x+ A! \4 K
Yield
5 j6 ^. o7 I, {Yield curve
1 M g, I' Y; RYield 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
