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Account Type i+ r* ]8 Y8 q- Y: q
Accrued interest" M0 q. z+ k, U4 V+ v
Accumulation 8 X/ G/ K8 T( _7 @
Accumulation plan
7 n, A# q$ x7 gActive management
0 ?/ P3 f$ c6 I9 h, Z+ _+ M/ QAggressive growth fund 1 `# J. R) p- h' f8 X& M# C
Alpha
! M% ~/ |+ j1 y) ~- W' l! ?1 d* YAmount recognized
( L! f* n: Q( H' a7 m$ y# [Analyst
$ M/ ?. k/ \1 |, j1 Q, xAnnual effective yield
* k! |5 b& H' [Annual Maximum Payment Amount
: c& I6 e( I7 \/ GAnnual Minimum Payment Amount
' @) R3 c- ^3 n" u6 a: dAnnual report
+ L6 a* M# i9 c( NAnnual Return
; q4 L9 d1 e& v' T$ jAnnualize R3 N+ z- l% I$ a6 k1 b
Annuitant % n, `1 |! l$ K! E
Annuity $ e3 m7 X. d; X9 c
Appreciation
P; F! d) s, Z* r0 vAssets
* _$ k% p" w1 [, X U. z: bAsset Mix * Q* V& m- N! A) E. r/ f' M
Asset allocation 6 k; Q2 b; S' N' ]# {1 F
Asset allocation fund ) d" v+ L+ N/ z6 Y
Asset classes 8 r& r$ k% f7 X& Q) X
Assisted Capital 8 Y7 A( L7 C& ~7 G2 k
Automatic Conversion & K( K8 R6 Q) H
Automatic reinvestment
- Y4 @2 }5 d, {! JAverage Annual Compound Rate of Return
; F- k/ U# X9 f0 AAverage Cost per Unit/Share1 w- q+ K, z: F. u
Average maturity9 f. f: ]* q4 N W9 k. t
Back-end load - B3 u" k# L& O+ Y9 ~
Balanced fund
) P8 g7 h3 l2 I2 c1 g. `$ F/ e# rBalance sheet 6 H% h0 e- G7 _
Bank rate2 y. ~+ V& v) i9 c
Basis Point 6 N" @ r4 W5 F
Bear market* E2 k* [- h; L. f1 N' A
Beneficiary
3 A D4 L& ^ ]) m5 ^Beta
+ M, }$ c. U8 h2 @Blue Chip
& x( `4 h( Y3 f* N: M1 WBond 1 Q' m" J# d+ k) a
Bond fund ; ]( r. D6 n! k% m1 ?
Book value
( {- b7 ?$ q/ Y: `Bottom-up investing , y9 \+ O# l9 O3 W0 x' h
Broker
* f$ V8 r+ x8 r! {5 \8 GBull market
) q# X( n8 C# Z# K( ?Capital
% x0 X8 W" d. ?Capital Gains4 z1 A' r/ y! s( P3 ~' N
Capital loss
' ]7 a" V6 }1 o: }/ Y+ N6 O& l4 lClosed-end fund
9 I6 W4 z" k* NCompounding 9 p9 {! [ z) c! F9 s) L
Currency Risk
% q$ c7 s) @5 h( WCurrent yield
6 I; S) Q$ W4 p7 K. M/ kCustodian : A8 J6 w5 L+ A, m4 H
Debenture6 C2 z7 [6 Z M! |& ?
Debt
) K. l3 X$ p! {" vDeferral
7 q7 U) F( A- p! B" G4 P( d3 lDefined benefit pension plan( C# q4 ?7 F. }4 w6 f( N
Defined contribution pension plan
4 }5 o# ]- J0 Y7 ?2 e) wDiscount8 z4 _' i* s8 ^3 ~1 E" r
Discounted Pricing for Large Accounts
2 X9 `* p0 z, j8 l- q8 \2 \% \Distribution History, i+ W! n1 R1 K) y) S& p
Distributions0 j8 E, z" r4 M5 U( I
Diversification
8 x2 ?8 D0 k& HDividend; F+ R; K- |3 f8 u9 z' a
Dividend fund
/ v6 `* X& q$ l6 }Dividend tax credit4 s; c& t) R% o' m! I6 p' w
Dollar-cost averaging# L& h' E- f: f5 ~3 M
Dow Jones Industrial Average (DJIA)
! N" W. _& Z9 T( }- E+ M3 DDownside Volatility7 Z) j" s( D$ `% u1 I- e
DPSP (Deferred Profit Sharing Plan)
Z* }5 Q( U) ?8 L6 S8 y+ fEarnings estimates0 c& G7 L0 y y
Earnings Per Share
7 J" t& N. ^) Z. vEarnings statement
" h' I7 r" G) w' N- d' T1 ZEducational Assistance Payment (EAP)& u2 V: Y% u& E
Education Savings Plan" [+ E, d- w" M6 ?4 {
Emerging Markets6 t+ e& Q! p% f/ r
Equities (Stocks) 6 M' j/ U# O# Z2 P" e# N4 F* ]$ f
Equity fund+ Z) ?# y( @) [" J3 F
Fair market value1 A/ {9 A b. b
Family RESP( x, Y M( P% f" F
Fixed-Income Securities
) A% ~+ V2 f' N& ?7 O1 r- V* hFront-end load( c8 m2 ~0 R% p$ i0 i( b
Fundamental analysis! O. B( E' V$ r, k8 G9 N# O
Fund Number2 H. ]- k' E/ e3 r- \
Futures0 E( S ]2 |1 Y5 A
GARP
* u) U2 c* r% R+ Z0 {/ I* |. ~0 bGrant Contribution Room
/ r7 e+ p; q, c7 iGroup RESP5 v4 l) z# U$ B/ b
Growth funds " J* @3 N' `1 k0 z$ v9 g S
Hedge
/ k/ r5 F2 A U; Z$ l9 [HRDC- O4 k0 e# A+ F6 h# s+ k4 s
Hurdle Rate8 n1 I) P+ }+ `! l
Income Distribution
% n/ K( P/ E: {1 }Income funds
3 S! j( U) [/ A! F+ `% qIndex( A/ H9 I: ]4 X, i7 k3 W
Index fund
e7 s; K! H* nInflation $ D' N- S; _: ]$ q
Information Ratio
; s4 Q+ q# z6 N$ nInterest 2 U3 p' l1 F' u9 u8 D A
International fund
: a% K" l) P9 V' KInvestment advisor* ]( t4 \% ~: o& o6 o. i
Investment Funds Institute of Canada (IFIC) 6 d( _' U0 Z# q: L: B D
Leveraging
1 g! }8 z( d7 ~ Z2 G! d& K: c0 TLiquid
% }% p5 D* B- d7 y: ZLoad 3 B0 w Z* j, O- w& q, y, C
Long Term Bond j; L; g9 i) S- W, x
Low Load (LL) sales option
) ^7 l5 w- S7 V4 UManagement expense ratio6 @6 X5 _) a. _: V4 J1 f) s
Management Fee
* {" |& I; J5 n) K' D6 T' }Market Value of a Mutual Fund) H% r8 a, ^5 E& V
Maturity
. j0 c8 ]3 s: x$ X0 ]! H& SMid-cap
$ ]1 J Y0 `# E9 ]4 ZMoney market fund7 K/ T! G8 C- B1 [8 \
Money Market Instruments: q$ {9 { Z6 W2 Q
Moving Averages
0 N" i! c, b8 Q' _0 aMutual Fund2 o4 D! @) A9 i6 P
NASDAQ: J' J! U1 `* F% D' n
NAVPU7 r/ t6 Y$ O* q1 {" H; G- m" O0 }
Net Asset Value9 k* f+ O4 Q5 {, _
No Load
/ b8 ?1 O$ k1 y6 C% iOpen-end fund" ^3 g5 a6 o3 F' U* M8 m, @( q
Options
/ e6 F! o; G6 x0 h% [Pension plan0 Q6 y- U1 G c/ F k0 v
Pension adjustment3 m* t, z3 j" }6 d! r
Portfolio
& k' k* E+ ~) D% ]; BPortfolioPro
2 M8 r9 y# M9 {Post Secondary Education Payment
% u W7 }, `6 P! j; m3 j, XPromoter
5 q0 X" S. a# c8 qPremium
5 _: a2 x: B# h. }+ [+ }) {- ]' P2 fPrice-Earnings Ratio
& w2 B9 W7 L$ R" q- O ?Principal
$ k/ t2 {9 k/ h- C B# t! @4 D, eProspectus
$ _" e6 O2 c* c9 d6 eQuartile Ranking. C% o2 R1 P* g [7 |4 h
Registered Education Savings Plan (RESP)& { i- F$ c' K8 g) a1 S
RRIF (Registered Retirement Income Fund)
% A! a) D) p& GRRSP (Registered Retirement Savings Plan) * g4 b! N7 L! a: f
Recession% e& l: a' ^: R3 Z; B Y; K' f
Relative Volatility9 `' J# @9 S' k( i: i
Return3 a; c1 _3 w# j. L5 e* O4 }: _1 `6 E+ G
Risk
5 M1 V1 ]3 ~1 c, o! I2 z( I/ `4 tRussell 2000 Index
' Q: y A; ?% e. o$ ~1 W1 Y7 OR-squared" |0 v2 o0 W7 Q8 `9 _9 C9 y
Sales charge' o( Q1 M0 R& n+ t
Sector Fund
. s' `3 C0 X8 n- g! RSecurities+ V5 b5 s: I* F, u# M2 w# ]
Securities Act
$ ]% |3 t! g. A/ x% a" vSharpe Ratio9 W% n: {8 [7 E J- \
Simplified prospectus( k& p) W( Z9 U3 v) [0 Q- `
Sortino Ratio+ a7 E, Q2 w* w k" p2 \
Specialty fund1 G& ~4 G/ \8 W2 E
Standard and Poors 500 (S&P 500)
% M& I* }! s& ^3 VStandard Deviation 6 U! f, G* F$ k/ u7 F) n6 y$ Y
Subscriber1 `3 [0 o: Z8 b- i
Tax credit
% G$ i1 W B, I8 I1 e& F' KTax deduction
: E7 r/ G) Z w/ UTop Holdings
9 l, }- W% R( s/ ?Top-down investing4 ~( J( ~ m r _
Transfer Fee
/ ?* S2 V3 L; Q+ N6 q; o0 K& mTreasury bills (T-bills)
, T& y9 {0 a$ \6 FTrust
' j" D- J# f5 gTrustee/ g3 @ ^# r! a7 s6 N# B. d
Turnover ratio 6 `) v! D, [! \4 Q- i9 m
Unassisted Capital5 ?0 s" S$ m; P0 @* A% @
Underwriter
1 H, _! i7 U6 `6 rUnit trust
. J0 t' S+ i. L. H: xValue funds 0 G0 l' T8 s1 K; ]* z5 J( B) l
Vesting
7 t. g+ _% r8 X O: \$ a- u# hVolatility
3 }+ X" g* \' D' s* e4 V2 B& G5 v- U$ EVolume
4 m4 I9 M1 `2 e) tWarrant: k$ m, N; B! @, i2 ` i3 }
Yield4 J5 O" i, {( P# O1 H
Yield curve# j. M, | I+ `( Z5 a' ]
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
