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Account Type! {% S' d! k; y% G' q- _
Accrued interest
8 Y- s4 F* \( ]- z9 P- gAccumulation 9 n: ?% U- @- ?* j: a# C
Accumulation plan
/ }2 K- h$ b5 S/ P; w v0 T7 sActive management: d& j t$ F. W) Q
Aggressive growth fund 6 |& \% r& ^& k- G. p U; o; G
Alpha
4 V/ N* C E9 E& n7 x2 i- G$ sAmount recognized
5 s2 J( Z: c% p) Y* `! s7 VAnalyst & x* Q, e7 ]! c* z
Annual effective yield 3 {9 W8 Y, F# u. t+ u* n
Annual Maximum Payment Amount( E0 D8 B, g$ H" b& m/ v
Annual Minimum Payment Amount ) N8 j7 t1 W S4 k A# K. C, V
Annual report , t* g/ g* q" P$ R5 b
Annual Return$ w8 c7 H0 R z
Annualize ; j3 |" @2 x# \, ?! e& ]; v
Annuitant
" t6 \- R5 A& x8 n5 v: U, O$ J: o$ @. ]Annuity
; E2 O* g( u8 t5 pAppreciation* T- ~( @8 P' n) C) w3 |" T
Assets
5 U! [6 b; p$ ?0 g/ ]0 tAsset Mix
5 I. e( J& `" ~3 GAsset allocation 7 U1 Q$ w- i+ x8 G
Asset allocation fund
) M. m5 b4 ~$ b" e. {1 F5 h! l( DAsset classes
1 h) F6 \0 [" k; \7 qAssisted Capital 8 I' o. T& N$ E' B9 m
Automatic Conversion 9 l1 M6 ~6 `" E- Q) A- o
Automatic reinvestment
3 P" h" x$ j: z1 T4 WAverage Annual Compound Rate of Return 2 @2 Y' u' I" q+ A. Y0 M
Average Cost per Unit/Share
; v% |, [: _( p4 |3 t3 d! TAverage maturity3 X+ U% O, e/ [/ o* E- j+ S/ R! F4 N
Back-end load
, U3 p) I w# G5 K4 z6 Z& `Balanced fund
$ F& b- d6 ?) L! \( S7 y0 H! BBalance sheet 4 Z& v$ K8 U8 S
Bank rate a2 Y5 n5 C, I' I1 h! Y; X) ]
Basis Point : N1 I0 n0 S# j' \3 k& Q
Bear market
. x( L8 I3 B. x W* ?. \Beneficiary 4 Q2 F- m& |+ ~* L
Beta& b2 ~# X' Q* N& n$ C; }8 V
Blue Chip
$ p3 H# q2 w! O$ V6 U( pBond
; _9 b1 g9 x& `" [0 p6 i, _1 bBond fund * K5 l; r1 |, ]
Book value " Q0 c3 i- N# r- K+ Y* E! p; E
Bottom-up investing 1 P" p+ R! c9 A# s0 S! e
Broker
& H, p8 |' Q- Y/ v) r8 H$ hBull market
0 S3 ?) h' c, j% E& `$ {Capital + w& q" C$ r( w
Capital Gains
4 a& y! V+ o( l; ?9 }5 eCapital loss . _3 P8 X6 I+ x4 [8 C, S
Closed-end fund
4 L$ K1 p+ W0 L' q' oCompounding 9 S5 Q$ Z2 _% @9 g* G% x. ?
Currency Risk
5 \, |$ ?5 y( Y3 ?Current yield 5 O3 H* U [! N3 K4 a( E
Custodian
; z3 N4 Z% T: d1 y# IDebenture+ r" K$ V+ K: _, z; t& N1 s+ m
Debt
7 T/ m( G# K' {0 DDeferral, ]: h4 ~8 I Q" {; n; v
Defined benefit pension plan
5 B8 _; ]- F$ r! V7 ~' S: ADefined contribution pension plan1 x% a- |4 X: Q
Discount" o9 b+ r9 `0 Z: O: t
Discounted Pricing for Large Accounts, X H4 h8 A) D9 ^3 c4 W7 a" K$ w* E
Distribution History+ ?5 h: W. N$ n8 q$ \$ ^( Z
Distributions
& ]) m! D% x, R; N4 U$ s" IDiversification
; ?( m2 O4 r0 y% b+ s8 f oDividend
3 S) _, Z [: Y, |4 n! i: j2 \* C' TDividend fund5 k z' O N% r# _$ x5 ~
Dividend tax credit& o1 G( D1 M% p0 }+ i
Dollar-cost averaging
; e/ {5 d8 P9 i* U- zDow Jones Industrial Average (DJIA)7 l- w3 P7 \9 W, A8 X9 o
Downside Volatility5 F4 t; T9 \5 K+ ?+ T. g
DPSP (Deferred Profit Sharing Plan)
5 @3 B7 E! ]" q x7 j) b; LEarnings estimates
! ~* F" a- P+ K+ kEarnings Per Share' D7 j* W( E0 X6 W) C" h
Earnings statement8 A7 B2 z+ M) ?9 s
Educational Assistance Payment (EAP)
$ F6 ]' v( `6 E- X6 IEducation Savings Plan$ m# R3 h8 ]3 c" J& O. H
Emerging Markets
" N. k- O; Q' K. n4 fEquities (Stocks) 7 X* f( ]+ ?, P( {/ H
Equity fund, Y. F& B e- t/ O! U+ T( j, r# S* _
Fair market value% y. | u6 O% I3 ^1 Y( n
Family RESP
$ j* y: K' k6 a/ e% y/ hFixed-Income Securities
% {7 }( U0 j% b* @: _2 s+ u& j+ AFront-end load8 | w; M8 I- ]# `& F
Fundamental analysis
% h" m' n; V) c; U9 HFund Number7 Q4 A6 A, ~6 ~. l
Futures
6 V% Y* w2 a$ R8 F H3 NGARP
2 }+ H' x) }' Q) r/ I- gGrant Contribution Room
7 u' A& U& ^9 \Group RESP( v$ [6 Q l$ F7 ]
Growth funds
9 ^5 v; w) {0 Q% t, {Hedge S5 A/ K n$ D9 N% w2 [3 m: [
HRDC5 r% I) w% I2 E, X* f6 D
Hurdle Rate2 z* R: p% K0 \6 a! T
Income Distribution7 J( s9 J6 f1 W5 [# w* X9 m: S
Income funds
) x. @% |5 }# q9 y9 X: q6 Q! HIndex+ F' Y" r6 F3 Y5 w6 B
Index fund
+ b9 ~4 _% M$ c+ l3 Q" LInflation
/ `* [+ P- h. v/ i8 j8 p3 wInformation Ratio & B4 K. {- p c8 h- B2 p! l# U
Interest
9 F( X: [5 ?0 |International fund
0 C3 z* t% q& Y+ N) Q; t& `/ o; p0 cInvestment advisor" }) e" `& y4 @1 B2 E" w8 g$ F1 ]
Investment Funds Institute of Canada (IFIC)
' c* A' J, c* k l7 [4 kLeveraging
" e3 X1 `9 k: t8 z% L* FLiquid 7 ]& J+ z _% j$ M7 B
Load . y9 u: _* i* H- a
Long Term Bond, t$ Y. g l9 p
Low Load (LL) sales option: E8 \$ J6 C- M* L( C) I
Management expense ratio% N {/ @' l) N5 O7 K+ ^
Management Fee
/ X# U4 J3 q) Q: ]6 i6 T; DMarket Value of a Mutual Fund
$ z4 d' |" J3 [$ }Maturity; i$ @, T8 \; e. ~! w6 W$ W% D+ X
Mid-cap
( N; w& {7 d4 \4 a5 w9 @- aMoney market fund+ a* y5 H' y- j6 T! P! ~
Money Market Instruments1 E4 _3 V7 C s8 v$ Y& S
Moving Averages: y1 i3 s, s/ @, H1 p
Mutual Fund
0 `; G& _! ~5 z! W" f8 f3 c ?NASDAQ
' J# e1 k3 B& Z3 o* b5 f7 }. hNAVPU
1 [+ h8 J& G; l% gNet Asset Value0 m Z# P. n- f& L
No Load9 w4 @- L( r$ w0 p# E6 q& W8 e
Open-end fund
, m9 ?3 C' }1 S) l8 ^Options
$ o2 Q& M8 D" E% XPension plan
1 M* y3 T. T: r& DPension adjustment5 A! m$ W- B5 c% t4 b* p$ a! R
Portfolio5 z$ e1 z- J" m' L
PortfolioPro
% k5 O m1 P5 I, }* L5 }Post Secondary Education Payment
" ]& \% g9 a6 a. L+ B* E' m+ TPromoter
+ w- m% m! I8 u8 ?- A$ zPremium
" Z& s( n" d. _9 v2 ?Price-Earnings Ratio) o8 G: t% X9 k
Principal
/ N8 X; b+ q f# r: j% Q" |4 t$ @& BProspectus' y/ z4 C1 p& I; [/ }- o g3 w* j
Quartile Ranking' o/ k0 \4 Y# D# x o! \
Registered Education Savings Plan (RESP)
8 G( k/ u+ h" t) z CRRIF (Registered Retirement Income Fund)
# U! P# \! M0 U$ {RRSP (Registered Retirement Savings Plan)
$ l# Z" Q$ [) r8 \4 Z! P, ZRecession
7 V+ t4 Z% Z Z- i+ c- m$ P9 gRelative Volatility
/ z9 j& q5 b) HReturn$ t& _- _7 {% M( K0 @
Risk
8 b. W- R% m" ^+ R7 |Russell 2000 Index
9 q1 l1 D3 a! I( oR-squared
, I% I( T/ @8 q1 f4 W4 sSales charge$ {9 \1 x/ X& @: W
Sector Fund . V6 d4 X. G. x7 w
Securities# x0 k/ j( G8 ~2 P+ G
Securities Act7 v+ q5 G$ p# o/ o5 C* w: G: S
Sharpe Ratio
+ w) j* p! P/ ?1 R0 q( FSimplified prospectus0 {$ `1 C/ o+ R+ {
Sortino Ratio
0 ?0 x3 I* r5 U. o1 _Specialty fund
9 N( b2 b* c. } O: o; t& mStandard and Poors 500 (S&P 500)
6 {1 I" @2 o4 `* |' TStandard Deviation
1 P6 Y' I& f0 RSubscriber
8 J0 W1 h2 e) ?1 J" dTax credit6 ?& ~ V/ y# o6 M
Tax deduction
# I/ ], ^; D6 y2 y4 G1 N0 o- NTop Holdings
. h7 G- p6 \7 Z5 z+ ]3 X# FTop-down investing
, [8 X$ P5 j. M( F: ITransfer Fee9 p6 ^' j; F: {
Treasury bills (T-bills)
$ r& k( y% d. E. i7 GTrust : B c5 h/ a. u) _) h
Trustee
: m" r' E; w) } H- t0 mTurnover ratio 0 P8 x+ k' _# b& Z3 H
Unassisted Capital
' I) ^: j4 Q3 o1 |0 |Underwriter, Q( M% d3 f; \& d# ^
Unit trust
& _! @; @9 b; i- S9 gValue funds
" q' A8 i+ d2 g9 A; x) Y% \/ `: vVesting
2 g) M0 W" V6 y; a4 \# ^Volatility
8 @ @( s8 V+ P& x5 h. CVolume
, | H" E3 S5 Q AWarrant
4 D0 M4 V3 H( [, y# _& ^* i# aYield$ v. S: ?/ k: m& [
Yield curve4 h# |) h. S- X4 G! q q2 K% D; c
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
