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Account Type
/ B$ {9 x: v; W9 ]; k( `Accrued interest
. K; N" f" v2 h; ?# @8 `% vAccumulation # \3 V; g6 c8 x' d4 f
Accumulation plan& @2 _+ G' Y; Z, t2 G0 @9 s
Active management
0 Y3 d7 b5 s# L- U9 ~2 UAggressive growth fund
* g4 p9 h3 Y/ \) T- ]) f7 A) _Alpha9 s5 |) v' [1 B9 R
Amount recognized
: ?% D3 h1 \4 v" XAnalyst
8 @5 z( b. ~5 K4 w% E5 YAnnual effective yield 0 s+ t) \5 M t9 X) J
Annual Maximum Payment Amount8 ^& c- Q6 X) b/ _
Annual Minimum Payment Amount ; {( t( \6 Q! t! u* K* a9 `
Annual report / n) m& x4 X6 m1 t) x- Y" j
Annual Return/ q! l$ }% C; n5 F1 g
Annualize
" |+ K% C! O- _/ KAnnuitant
1 n* K/ D9 ^& |2 R5 _ R4 SAnnuity - d; i/ K( w& w- W
Appreciation. w" F$ i& [# E( D) H7 i, {
Assets ) ~- V; ]1 F5 ~" \* W& I; x
Asset Mix 7 O! Q1 v/ \6 B$ O9 R
Asset allocation ; }, C# b- w! u+ x
Asset allocation fund + Y8 Z5 K5 O$ I! @3 ^8 w
Asset classes
c0 L4 y6 Q2 `+ h4 Z' J7 Z1 i: C* OAssisted Capital
5 R; Z b! ~+ t, h( ?7 y1 @Automatic Conversion
3 T0 |3 Z! [ u6 d5 z y4 EAutomatic reinvestment$ M( b7 t& x; N9 e) @3 B
Average Annual Compound Rate of Return X0 U+ W# s7 J: L; E
Average Cost per Unit/Share; d/ o# X5 [9 p6 n
Average maturity
5 I) g! W$ o9 f1 }$ f' BBack-end load 3 {4 P A4 @. K% ~% _6 d2 q
Balanced fund
' k4 b) P+ \8 _7 K, [5 o" {Balance sheet ! b' i, `: R/ X# ~: z. B/ v
Bank rate
5 _5 e% L' S) ?0 IBasis Point . ~7 X1 v5 u1 o: J
Bear market
4 o% l# G/ H7 Z9 E' o YBeneficiary " v1 } f, f$ h, z2 y) s
Beta: j% s) w/ A3 k# p
Blue Chip / {2 G# x6 n5 K! w F
Bond
5 o ]8 b2 J8 h j2 o: }/ KBond fund
3 B9 V' n9 [) T' Q" eBook value
( V9 u' i7 f, A7 I; hBottom-up investing
& s9 W" W9 W( VBroker2 P" S) U K, T; |$ x
Bull market+ A& }8 Y( W7 W7 ^) a9 i
Capital : L4 N1 _/ T+ R4 I/ s* z
Capital Gains
/ \4 h* V2 }6 s' X5 E0 `9 G" E* tCapital loss 8 [# }7 [1 x* y" Q- X1 q
Closed-end fund $ m9 t" O6 e2 ?$ o; T
Compounding 0 B- _" `+ E- Z2 M7 _
Currency Risk
+ E% U& t" }1 G) Q4 ?/ HCurrent yield
( C v& q+ n0 P% S7 z6 ~Custodian
* Q* U/ C$ i+ i% UDebenture8 ]3 |5 J* J- h9 T4 m
Debt
9 w ?/ n4 M$ x) S/ l1 W9 pDeferral
& j- k; E- Z" Q0 h$ VDefined benefit pension plan
6 b! [2 e3 I* b$ w& W) ADefined contribution pension plan y4 ]4 @1 \! L/ _6 e6 f# e1 y- p
Discount
9 k/ j- s7 a3 {) y! o# qDiscounted Pricing for Large Accounts
; j& f; e/ `# G2 k0 i. b1 [* KDistribution History1 E: g( I2 q. V' n2 @& ^3 Q
Distributions
5 _/ [$ R0 Z4 q( LDiversification- s; |5 _+ C- T) Z
Dividend8 @( z& S/ V: [( H- d
Dividend fund0 Y( u3 j9 L3 S: u7 A1 R4 I: G' E
Dividend tax credit
5 a6 c, y$ Q. o1 i1 a! R, E6 Z' iDollar-cost averaging/ _. M: c, S t6 s5 Q% [6 f8 k4 x
Dow Jones Industrial Average (DJIA)
& ]8 F/ M4 F$ p" S) i" |7 ^Downside Volatility
8 O9 b F) U: c \3 LDPSP (Deferred Profit Sharing Plan)
% E5 U- n# ~7 U% ]( `" i3 c2 JEarnings estimates
r4 l! N9 l. o/ s! v H+ f1 mEarnings Per Share- Y+ e' V N$ _
Earnings statement
% o9 l/ `: f3 ~8 d, y- ZEducational Assistance Payment (EAP)
1 V1 J3 {+ m2 N, ]Education Savings Plan( Y2 x1 s/ ], D' Z
Emerging Markets6 t! E* J6 N. q4 x
Equities (Stocks) 2 d, F$ T4 X% y2 t8 F0 r
Equity fund
/ w5 v$ O1 Z6 e8 X# X* eFair market value
4 j W0 k' |3 a- F* i3 ~Family RESP2 m2 o0 }5 X$ p$ _2 l% n! c# u
Fixed-Income Securities
8 C; ~3 m! l- ?4 J7 |7 K2 E& P0 KFront-end load! K. _- p! z* J* u5 q! W, U# H* c
Fundamental analysis2 g ` ~8 U: G7 [
Fund Number
- G9 @1 n+ L8 k* hFutures: Q0 \# d: C# o* q* s
GARP2 m& x* r* R5 O
Grant Contribution Room
8 g* c& T; X0 @Group RESP
# }2 G E! E! Q) lGrowth funds 9 Q& B% Q( O$ G
Hedge# E- Z& z8 X) ?( G+ i
HRDC! X+ V8 [) f) q8 o3 w6 K3 c! e
Hurdle Rate
; }* Y: S0 ~: D$ xIncome Distribution4 Q$ {) |9 u) t% f# b
Income funds
' X- B0 M; x! iIndex
, u- B. {1 [& `' C' pIndex fund
* k0 x; @: t" J; x! p! LInflation
0 |2 H- ~/ z& [/ e2 zInformation Ratio 6 K& P8 X' m5 L
Interest
; \ k5 ^) J4 a% E6 K4 jInternational fund
- n# s) |1 x# C1 l3 B {, _ VInvestment advisor; `4 R5 y |, P+ ]2 g% c
Investment Funds Institute of Canada (IFIC) : H* ?" Z! n7 }! q2 ^
Leveraging
) ~' B% k2 a8 cLiquid - L6 ]' O% `( ]& |/ L
Load
y0 y+ D0 S3 k) ^$ ]: h& dLong Term Bond! Y3 m5 \7 f2 G* ]" E7 b% i- Q. y1 e
Low Load (LL) sales option- g+ i; ^+ @! T' ^+ e- K* a4 C
Management expense ratio0 v% m* U, {# V" `, O) f
Management Fee* k0 X t. k$ X' c& }/ @
Market Value of a Mutual Fund
' m' e3 A' p0 Q- M0 n+ X$ e5 V1 bMaturity; c0 |# O7 I e, m
Mid-cap
% B$ `; [/ D% s& yMoney market fund
7 s) J8 ~6 `! z; ]: ?! o' @" |Money Market Instruments
5 G: @! \; n* u6 {" o2 U; mMoving Averages7 T$ g6 y7 C* C# Y% `7 \
Mutual Fund3 m4 h; {' Z& K, U5 ~# |
NASDAQ
3 e' w! g( k% c) NNAVPU
# \ Q2 {% [* {/ ZNet Asset Value
! s: {+ o) u6 J4 k% nNo Load
$ A9 M+ {7 Z) O& m4 ]8 }! AOpen-end fund8 v1 G. R2 ]. u- X
Options9 p* V+ {- f3 m) v1 h o7 Q
Pension plan
' V- B8 b, k& {+ A9 l6 ~) d% l1 XPension adjustment
; J- F7 n$ V. e, u- F. b1 c+ dPortfolio+ d! ?2 U+ O4 _. \' U
PortfolioPro N* s0 |6 ?2 A4 t) M, d( l
Post Secondary Education Payment
( n( N+ H* y9 Y- Q6 J i3 TPromoter7 r" o1 m. n! v/ o) P8 \# X
Premium
* [, e# v O" p) A1 qPrice-Earnings Ratio$ x/ B) s/ j) k1 @8 M
Principal: G& V' b0 k! A w2 H |
Prospectus
; d7 N' x( d4 ^+ y* `% B) AQuartile Ranking& _ P0 d: P: Z5 G; T
Registered Education Savings Plan (RESP)4 Y/ |6 M( L* s
RRIF (Registered Retirement Income Fund)
) p( o2 N- a- t& d7 c! U" xRRSP (Registered Retirement Savings Plan) # n& w! _6 u# V8 u: ] @. S/ w
Recession% b. ?# r0 N* B* H2 D
Relative Volatility2 S2 ?% A0 t! n; T8 g
Return
4 J% }) I% f i& o& @; t2 GRisk L5 M* u* T& G7 A7 a7 n
Russell 2000 Index
+ O+ }+ L0 w. g1 N1 Z: gR-squared7 H7 V. R. N( g( w. t
Sales charge0 B! u8 P" w* f
Sector Fund
& Z- d$ O; W: Q/ i' a; A( T+ QSecurities
6 i) K0 A5 O2 zSecurities Act# |7 ]: ?/ d q3 O# H& h: b+ l
Sharpe Ratio$ X) n4 V/ F* ?1 W P
Simplified prospectus* U. S. N g# ^
Sortino Ratio# z+ e/ M0 l% v/ e, M
Specialty fund% P+ e4 B4 W) t' {0 |* o6 K
Standard and Poors 500 (S&P 500)
4 z1 h) P( C5 g( c: VStandard Deviation - g+ R, C8 w1 s9 U$ D
Subscriber
* `& R7 Z1 J% y! a" C X- iTax credit/ r& N+ o. v! l/ {1 Q" F9 I: |
Tax deduction
* k; G3 o3 _% R7 x) M; ^Top Holdings) n' N' b% Y& w5 N' D
Top-down investing& u* l( E+ }1 n i. H$ k+ y
Transfer Fee; r& J: B0 e9 h; |8 L8 i1 ~
Treasury bills (T-bills) 3 x* P+ N: @4 w3 s
Trust
. W A+ N# z9 E# |# s1 RTrustee- p3 f8 y8 D* X1 u5 q0 @# a8 E
Turnover ratio 4 G% n- G5 r. i0 Z5 ~
Unassisted Capital
% {+ f. T: f0 C d/ `- BUnderwriter
7 h$ M, b0 {/ L$ }1 R: w) B' {Unit trust
}/ d0 m# x7 N$ hValue funds , X, _6 e0 K Y2 _1 v3 s
Vesting
' h$ s. H! b, O2 V& uVolatility# `: k- B) d( p9 @1 ~& I# F/ M
Volume
$ F$ v% q" @0 W" eWarrant7 |% r/ h3 Q( R; J4 o6 {/ W& X
Yield
2 \' g, ?/ y; t( p. J; Y0 v" x6 Q( DYield curve4 [/ h0 ^# j. @5 u/ e
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
