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Account Type' Q5 {; L# [" M! u, P$ i1 L5 N0 D( T" A
Accrued interest: n# g& g- V$ B+ E
Accumulation * ?& U2 x& i' v8 ~! }
Accumulation plan2 C6 b3 C) S5 p5 Q6 m7 @& Z/ n
Active management5 Q* @( n9 O7 f- F4 _, m7 N! L9 j
Aggressive growth fund , b6 |/ d# M G, w
Alpha1 N t2 H; y) u, P
Amount recognized , {3 O& J0 n! g1 c; |
Analyst # V5 M/ j+ d, e- [2 M, C
Annual effective yield
- O6 o" B8 k) S0 eAnnual Maximum Payment Amount! o [3 u1 j2 t8 D* w1 a
Annual Minimum Payment Amount
, h% w& a" @" t( W9 UAnnual report
9 g8 B. h. ~4 V% t. x) m" @* PAnnual Return
% D' T, Z6 j$ J; H/ t& `Annualize ! W; j8 V( J/ [, M6 K% e
Annuitant
5 y A% o% P+ E. XAnnuity
; J' j4 W/ e, u; _6 |( PAppreciation
" r8 l- h0 U2 T" e8 SAssets . T4 R* p+ n: U- ~$ y$ e
Asset Mix 1 @+ j$ W" W y. f
Asset allocation : {; Y4 y$ i, q
Asset allocation fund
& Z+ d' X- W# d. Y5 oAsset classes ; L: e0 z+ ?" }7 h3 R( O
Assisted Capital
O, V* k; K( g0 FAutomatic Conversion
: J, X+ F0 H# i1 _4 ]! xAutomatic reinvestment
W9 j( j. O; lAverage Annual Compound Rate of Return ' b/ ?5 B7 E9 o T5 L) c: y" g) X
Average Cost per Unit/Share
1 ^- Z$ G" j. M6 \3 E- \8 [) V- aAverage maturity5 S) j3 T6 ^( A1 l' T4 ~ G
Back-end load 4 p' H5 r5 V5 r0 e9 O8 ^( O
Balanced fund ) x/ a a0 F- {
Balance sheet ( u8 w, w& D6 ]! ^. |6 H; ?6 A
Bank rate
$ `" m' n; ~- K, Z4 `+ @6 @# C/ PBasis Point 0 v. M& K% Q) b1 D( u
Bear market2 y+ T _! k1 q
Beneficiary
- `5 C" D. J2 p0 L% uBeta
" a, a* k+ e& p. U8 _% LBlue Chip
) F1 W( o5 O2 p% Y: d8 `Bond
" k# P5 X# r1 z! N' {; dBond fund * K/ d* c' }, i; `' ^+ P5 u
Book value
' b& F& v# |9 w* c3 H7 m3 w' t9 x+ t- qBottom-up investing : W ?- ]0 C, B( }1 H
Broker
1 u: m& l" u- N9 A }8 h2 F0 }Bull market
$ y5 l% s; K8 Z# |/ `Capital * l \% Z* ~) F- l# G* K
Capital Gains) h2 M: l6 [1 `. Y$ l1 o
Capital loss
* X2 ~7 S4 S8 X( vClosed-end fund
' O& Y2 |" L$ l; @* ]Compounding % z- ?% x! B' A* f/ z
Currency Risk 9 ^6 T$ }/ [8 [7 ]. Y
Current yield
- z% b0 ~" a, U7 V; V2 ]8 y- }Custodian
. o6 v; ]- h% N: R6 [1 @* \2 ODebenture9 s( o& I1 k' Q4 A) }, E
Debt
6 O* V0 @ a9 QDeferral7 S, \6 Y) m5 g5 p+ {) M$ h8 {
Defined benefit pension plan, W% B" R$ {! M4 k, Y/ P: }
Defined contribution pension plan
& }* N7 E5 N/ N0 vDiscount8 N+ {- P8 R: @
Discounted Pricing for Large Accounts
8 j7 o$ y7 L; T& ~, n z5 @Distribution History4 ^4 b' P, @6 b$ r# k+ Q5 p# y! X
Distributions5 J) L6 q) R/ J3 r7 u
Diversification% _$ C+ O8 u/ [+ A' U4 S3 ^; E
Dividend0 u* C$ d8 F R2 t- M
Dividend fund6 A* m4 a$ E u, c3 o% h% V; \
Dividend tax credit5 B1 @+ ]2 f+ [+ |3 d+ X
Dollar-cost averaging8 u: e5 N1 E5 k+ h- `
Dow Jones Industrial Average (DJIA)
" T* r* x: H7 `0 D, e( p7 WDownside Volatility8 v% ] f8 {8 u+ P3 \; p; h
DPSP (Deferred Profit Sharing Plan)
u: w% L0 T/ P4 y! lEarnings estimates( b0 |# u0 `6 ~; p4 K( u( U
Earnings Per Share
( {$ m6 ]1 O; ^9 p6 ^: h% eEarnings statement
( n# C2 b$ F- iEducational Assistance Payment (EAP)
# @" D2 i8 Y( `7 L7 Q2 ]6 x4 hEducation Savings Plan
. N3 z' ]4 h+ `/ m3 C3 EEmerging Markets
% x1 z" U) h. Z F% U6 p7 s& wEquities (Stocks) 2 V$ y1 m7 T- q) d
Equity fund
, H8 A l- W$ a# _2 q( D# xFair market value9 O+ D$ T$ E) d2 e( ]8 h
Family RESP
) l$ l8 L, ~" c1 @1 ?" eFixed-Income Securities
* a) {4 |$ Z2 F* p6 KFront-end load
- T1 p# }5 L5 tFundamental analysis; j) e1 B0 j c- [$ F) k
Fund Number! ~- A6 R9 T% L# c2 `7 l
Futures
; e* D6 |$ e+ f1 m1 } lGARP6 ]% W1 [# l; z9 U
Grant Contribution Room
/ ~0 H$ i1 v( I. ?1 R; LGroup RESP
5 `- m. w. {, K) R* \+ vGrowth funds
! D, z8 N; b( Z1 THedge
' k5 m7 W% j$ G! ^6 |HRDC
/ o! J( A4 L. e' l5 _& }9 r7 SHurdle Rate% o1 V. \; d$ `8 v2 v) H9 b" h' s
Income Distribution+ L( S- E. X! A2 w' V+ _( ?
Income funds
4 Y |. ^" p# \6 s$ Z1 u4 N0 u$ HIndex
9 D8 N( l B% {- x2 A! k# RIndex fund1 {& z7 C+ O+ j' K' R5 L: }3 g
Inflation
% I& J+ M a$ A9 K$ zInformation Ratio
2 T2 ]: ~+ l' o( w4 e, nInterest / q; d, S) H: }+ O
International fund& s, k5 p4 E8 `2 X c. i o
Investment advisor
; N; w: \6 h, \0 f8 OInvestment Funds Institute of Canada (IFIC) ! O+ E4 m/ k' J8 c4 B
Leveraging: _5 q; Z. Q0 ], b3 G- h
Liquid 9 M; ~: W6 B7 A2 \
Load + c* F5 c, Z7 v0 D( e* b B l, W8 d4 a
Long Term Bond
; L1 g; o, s$ S+ ^6 }' {Low Load (LL) sales option
! \! e5 n7 ~7 b+ ]Management expense ratio: K& {3 Q6 B8 Z
Management Fee
+ S( ?6 t5 d, G& l' k7 k$ {2 xMarket Value of a Mutual Fund: L$ ~5 }: Y' j/ O
Maturity3 `1 r/ R& Y+ ] L# f
Mid-cap* {5 U/ {% p) Y9 }4 T
Money market fund
5 V0 |# \$ c8 u. o& MMoney Market Instruments: {2 z& o# x# z: B
Moving Averages
1 z% w% x; T8 t: OMutual Fund' [# P, k" m, b3 Y! P" u
NASDAQ
% L0 p* X9 R* V! e2 G3 O2 eNAVPU) y* q7 X! p0 }' J- ~; a$ c
Net Asset Value8 Y+ `+ F* U& }; e( n4 _
No Load* [" y5 P" \8 e: S
Open-end fund: V* F+ {7 v p" N/ E: u7 N$ J
Options
' k, o# {; D, d+ u& EPension plan7 [' a% S' w7 U
Pension adjustment
T! H+ p- Q! b7 ~' \1 D8 FPortfolio
; ~" t7 _. Q% k* N& p+ W J) PPortfolioPro
9 B9 e' P2 P# _" Q4 A, p GPost Secondary Education Payment3 X7 }2 f5 d6 M) Z
Promoter) z4 u) `3 g7 K, X/ U
Premium
( `, b2 j0 F2 u8 YPrice-Earnings Ratio' p/ E1 B7 f( ?' Y2 V% N+ H! m
Principal
3 P6 Y2 i* [$ c6 K' }Prospectus/ r9 g+ r0 ?. u( i
Quartile Ranking) [+ k9 Z* r$ X9 P8 l0 M1 x( b% c- J
Registered Education Savings Plan (RESP)+ E# [6 U6 v0 x+ R! r# @2 |8 g9 M
RRIF (Registered Retirement Income Fund) ) [/ @& `- V+ N8 x
RRSP (Registered Retirement Savings Plan)
0 a. c! u- J. ?Recession- Y4 J" x1 u% X7 k6 G4 {
Relative Volatility# D& b& E& D2 x5 ]! Z6 P' Z$ ^- O
Return
3 |0 A6 t% Z4 }8 ?$ R3 ~Risk 4 c/ Q# S* w3 R, N$ q2 n! J
Russell 2000 Index
- m, j& [, m' IR-squared5 F6 V( s W6 e
Sales charge5 {* f1 M6 r k9 w
Sector Fund * s# ?4 }9 @& Z9 a& B+ J
Securities# o' v; @8 B1 u- u! G: f
Securities Act
& N5 y& f6 \' ^0 W: uSharpe Ratio! S4 ~% q5 \: Q8 e
Simplified prospectus. Y# y) s( d% M, z
Sortino Ratio
# K# n7 r" J4 E' S6 \Specialty fund0 F4 ~% l @6 _
Standard and Poors 500 (S&P 500)6 X, u9 y& z! c1 o* h% ?2 n. I
Standard Deviation
+ k- @. i5 z" ~: t# ?0 Z9 f+ p1 G$ `Subscriber
3 Q, W* l4 k- d( X, A/ L' q8 vTax credit& o) H$ P, r3 n O$ r ]2 A
Tax deduction
& p/ w- |) ]$ m* p! \Top Holdings8 y1 `* @$ N J" v( G
Top-down investing7 }% ~- L5 G5 @6 h, K) ?8 N9 M: a
Transfer Fee. N {" D1 w% L z4 u$ p
Treasury bills (T-bills)
# N8 x, E2 ^: ^9 yTrust $ d) ?( {+ C4 {/ u/ Y0 x
Trustee
0 [" m' {6 t- g; N9 o' W* XTurnover ratio ) l. h# i9 }) M8 f1 H5 E/ H! L. k
Unassisted Capital
- Y/ k8 } l+ L0 PUnderwriter
3 A0 _# D% Y; ]3 d8 |& c! N$ TUnit trust) }3 s8 t* Y7 i
Value funds
& r z. ]9 K% V. S7 y+ g0 d& `Vesting
: W6 c v' E9 u2 g9 O& c( e/ p- YVolatility& C6 A9 Q" I8 Y4 h4 _2 T9 {+ J
Volume - j! e3 Z# @6 Z: }" K7 V# y
Warrant
% {& u, Z5 R) G: h3 I/ ~* CYield4 }1 y) b, L1 ?" l
Yield curve+ [1 ?7 ~& t) T- V
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
