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Account Type
# b* U: \; _# ^4 D3 \9 N% yAccrued interest" E+ h" y* L' g5 p0 c5 v: {% g
Accumulation
; f) N3 O, I" A& Z3 gAccumulation plan
9 K3 z+ N- ]1 U. i& _Active management4 S6 Y/ A3 E, G- O# t6 m
Aggressive growth fund
' e8 H0 [! C( J) b; ^- z( jAlpha
" z [, k. r' h0 k& c2 G7 GAmount recognized 9 |) i4 \, s& [; C# V
Analyst 0 p7 k; s% s9 [& K- ]
Annual effective yield , D$ H0 v' N9 n' Z# T
Annual Maximum Payment Amount
6 ]+ i3 D2 B8 H" ^( ZAnnual Minimum Payment Amount
; L# X+ D Z/ K, ]Annual report 1 d7 C, ^2 Q/ E
Annual Return
4 k5 S2 g! T# M2 Q1 y1 RAnnualize
@2 Q1 S# h7 }0 c2 hAnnuitant : r0 b% U. M$ X) Q5 I! D4 N
Annuity - L6 U* G) T) R/ N% X
Appreciation
$ q* x$ y* C. EAssets , j0 T4 x6 S$ K' r9 V
Asset Mix
4 I& Z8 f4 t$ C$ @& c8 B7 f xAsset allocation
5 S: i$ b8 h6 l* _1 u, A1 b& yAsset allocation fund
$ O! m4 w+ D `! _6 `Asset classes . k! B7 d: m4 X& n4 Q) }/ o- X) W* K
Assisted Capital M6 ?! j8 `+ q2 e, u
Automatic Conversion
; [9 G( l- }; B2 @+ m+ }Automatic reinvestment
9 l5 c# S& B0 B6 z! QAverage Annual Compound Rate of Return ) x" m/ ?1 f$ K( u. E0 N7 c
Average Cost per Unit/Share
% B4 q, S7 ^3 BAverage maturity
" T- L: F' ~' b0 g: T0 gBack-end load " q# i2 ^7 u* |/ E# e2 |5 E1 q* d' R
Balanced fund
! C. ?3 k- n+ w% Z% c& ~) iBalance sheet
3 X+ m/ Z% O8 t% ?* V# U, h1 {$ hBank rate
% e+ }* J2 p) u8 J( CBasis Point & _0 x' F: |% A; e% ]7 g9 L0 l
Bear market
/ m/ h7 K$ i$ x$ I/ N9 |Beneficiary
5 e8 D! s! V; b+ U3 ~Beta' J3 R9 K$ J9 M8 p
Blue Chip
7 @# Y: S$ Q. z9 {" e9 {/ qBond % M7 Y' Q' ^! s+ ]8 ^% Q7 O0 `) l
Bond fund
' ^1 a6 v& V4 G& O9 k2 x2 ?, pBook value ' N; v% J% l! P- n
Bottom-up investing 3 C; J4 \; x# p# {. g" e x
Broker
* m- ?% `- b6 e# y) A9 a4 I2 o3 v( }+ rBull market/ L% ?! q. u8 s/ H; g
Capital 5 F0 G' f; _. b0 N0 ~ A7 @
Capital Gains$ [1 p1 c% L4 `8 j- Q
Capital loss 1 |) z! Y1 j& `& X% v8 I
Closed-end fund 3 e. a* M" ]7 }) ~2 W: V0 D* {& s
Compounding
+ b# l4 W6 \+ q8 A, Z) CCurrency Risk - b1 d% {( p' E4 ] o
Current yield / p2 S! n4 Z n& p5 f$ P0 k
Custodian $ G6 O* p) Q! b3 l! {9 R7 e- o
Debenture9 k8 I+ {' ~" \4 t
Debt. Y' j+ q& z6 _ w
Deferral& ^* s, Q5 M" o; x' f4 v
Defined benefit pension plan1 z+ b/ n" }2 _
Defined contribution pension plan8 L6 m* ^# R) A
Discount
5 |) J4 n" ?( u# m4 H! ^9 I7 D- bDiscounted Pricing for Large Accounts
8 p6 J! `# X# V) D7 X4 bDistribution History, \% u. N6 y! @" a& b! q7 K5 |- N
Distributions! n5 [5 g9 i, N I- P
Diversification
$ Q, @% u% w) b! _5 [, S5 G. E/ U4 XDividend4 K7 V- y& z1 K$ r4 p4 O6 U
Dividend fund3 I% _" E2 p3 X$ G( ~% b
Dividend tax credit4 H( R4 u3 ^1 U+ K$ R
Dollar-cost averaging
! n" ?1 h% U) ?& d# h4 iDow Jones Industrial Average (DJIA)
+ s# s; h0 c/ H1 TDownside Volatility: I% F% s+ P: D, {% |% b* g
DPSP (Deferred Profit Sharing Plan)$ Z8 a: |, I3 U/ s( V# A' u A4 d; {
Earnings estimates
, U: g* O. j2 A6 D; jEarnings Per Share
4 ]4 \+ Z% E& b" Q1 TEarnings statement
8 n& Z. k" x2 ^Educational Assistance Payment (EAP)
+ @/ v6 V) p2 k5 }. Y9 lEducation Savings Plan
3 R" G1 r% Q# T' v# b, x- {Emerging Markets( T, x p! c0 e% Q* |+ b9 O$ o
Equities (Stocks)
& N( o, ~0 }( s9 CEquity fund
0 H: K) h* @; y: y* K3 O4 ?Fair market value
; b8 j( n9 U0 ZFamily RESP5 K4 _# A. v/ g
Fixed-Income Securities
* s- d" t+ m" h+ y s( O1 `) DFront-end load! @3 {: C: ~+ @
Fundamental analysis2 j8 \( ~8 q/ e. X5 E- m
Fund Number* k2 |+ ~% ?* x, ]+ E
Futures# ~3 ~7 K, Y; } m; u0 ~
GARP: c0 [) x) z* s! V, H }6 f
Grant Contribution Room
* t; g! [ ?5 KGroup RESP
6 b0 d& d' w* X9 f8 DGrowth funds 5 `8 H# _2 P2 N! T3 ~, f& \
Hedge
m& Z" F9 |0 ?, c* cHRDC/ r. ]* H& v0 y* w
Hurdle Rate
" Y, T$ c5 E% `2 `' IIncome Distribution
\& Z6 i0 ]9 [) ^Income funds
9 N4 X* z, q: _7 n2 YIndex
% x, E, I1 ~: x, b5 `Index fund, t" p' J- b2 x: o
Inflation
0 K- c% S" f! S \Information Ratio
' F- i% d& E) F$ c5 MInterest 0 b3 f9 d1 e# O0 v
International fund4 v8 ~/ O/ y7 |6 B$ b6 e
Investment advisor! f+ C- d; s/ O( e4 k, V
Investment Funds Institute of Canada (IFIC) , y8 a( \2 ^$ s. G/ ^
Leveraging
4 n/ g0 n6 o a8 e# p, iLiquid ^ x" `- r5 J6 |4 P5 S2 n
Load
2 J4 F2 z/ m" u& b- ZLong Term Bond u! H" z; }5 Z2 n. w5 }
Low Load (LL) sales option% H5 r" y/ l, t: @5 u1 d
Management expense ratio! q* _! J1 H: i c6 w" C4 f
Management Fee
; e( H" C$ L# D" K4 S$ G; jMarket Value of a Mutual Fund- A/ b6 ^$ H. @8 B+ I7 _
Maturity
. w/ c. A* p5 n5 J; @1 x9 sMid-cap
' ^8 Z6 M& ]& a# KMoney market fund
3 @" M d* M5 {1 HMoney Market Instruments
& h7 H9 |( B/ DMoving Averages8 }+ K4 Y) b' ]: l
Mutual Fund. l* x( ^& A! [# C% a. M' s
NASDAQ( z) S/ D! v m# Z$ m
NAVPU
3 I0 O A+ t# vNet Asset Value7 H3 p5 i. `7 P2 `
No Load3 N: K7 X3 ?, R' z' H+ M4 w) f
Open-end fund
) {! t. r& O" O; B5 W" C. T1 }5 tOptions
( J4 O( Q0 z" c5 R, f) v9 }4 E r9 kPension plan9 s" S& g0 f/ O- T9 [
Pension adjustment3 b% t0 H( i, ?. F$ Z
Portfolio
, g; T1 O7 }* JPortfolioPro1 Z( I- o( M7 c7 d; R, S# M0 r
Post Secondary Education Payment) s/ s' n1 s: K* {6 G, Q: b" G4 m
Promoter6 d$ [% |0 W7 V: Q" k/ }# m
Premium5 v/ W0 g' `& M! M. s
Price-Earnings Ratio
* s' j" c) L" Y, \Principal- c o6 L$ |1 @2 C$ E( A( ]3 d
Prospectus8 u& d8 o l( Q. L# A; Q
Quartile Ranking; I. f4 i o# L( m
Registered Education Savings Plan (RESP)
, ]# x* R; J+ m9 C# d; o3 r$ t, p. hRRIF (Registered Retirement Income Fund)
- s" |! Y4 W% E+ I% c9 jRRSP (Registered Retirement Savings Plan)
7 Q' @/ [0 U) K( gRecession
4 Y4 x) S- I1 e/ Z. X e, mRelative Volatility
- k8 @) {& M7 s) uReturn+ m; V9 m5 w% R
Risk * z" s: U+ m$ X9 d: u/ |0 C, n$ v
Russell 2000 Index
+ f0 h* a- c; S# g5 r; \9 HR-squared
$ A! N7 m8 T+ ~' z. VSales charge
% E1 x# ?1 m/ D% X! |Sector Fund
# N; c- f4 z8 M6 DSecurities, ]# l# i; Y& F6 I3 P
Securities Act: k7 K: t' g4 n
Sharpe Ratio
7 J; W- M4 {9 n+ w7 b% bSimplified prospectus
/ R/ q& H3 f/ \$ r% {' KSortino Ratio, }- t/ m9 {: U6 n
Specialty fund
' ^& P# Q" k7 [: P( cStandard and Poors 500 (S&P 500)) t0 e l y+ |! T$ ~# _
Standard Deviation - \) s, q. b9 E: I) G/ n
Subscriber
5 a, j% L( W* _9 l: tTax credit- O- ?5 e- i1 Q* a" r2 L* ^
Tax deduction9 @6 {7 x& L6 h, X7 o) Z
Top Holdings
& S$ b. S0 D+ e% I E8 \2 qTop-down investing
( f- H8 i! o- qTransfer Fee
1 {1 i7 H7 L/ C' v; ATreasury bills (T-bills) ( g( Q q# G4 h
Trust * `3 G% V( ]3 z! J4 P5 I, M
Trustee7 V: j6 B/ h, I) y' u
Turnover ratio
& q+ r, ~# p0 _# L s( u: C( C" lUnassisted Capital
8 b1 h% s" D$ Z. K, x+ K! IUnderwriter
& n' u4 C9 Y; Z4 G. P- g, v) _Unit trust
9 h, i8 d- A7 j/ F+ w& vValue funds $ H/ i: @: l7 g6 K0 R3 o9 @. Y+ w
Vesting( ^, @! u: A' ^2 h, J2 t' G
Volatility; e3 |& l- r9 U, h4 r6 @& B
Volume
8 G$ \* e- a6 s( IWarrant
3 g2 s/ d4 v0 `! g2 r2 AYield
: s& j' i% ?5 U" ~5 q) O1 \" ]Yield curve
' N$ H! E! z. G4 E) @: yYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
