 鲜花( 0)  鸡蛋( 0)
|
Account Type
5 j- P/ r% x0 w; e0 z9 LAccrued interest
" C3 j1 d" O5 x6 H" C* jAccumulation $ m# ?$ {, m- Q% F
Accumulation plan
9 R8 i, S9 x& Q/ C+ _- A- RActive management
3 M& n. F8 Y2 l& g4 MAggressive growth fund
$ Y3 C: p3 i! @/ {) x1 X5 A4 HAlpha1 C C% [$ `; z5 ?0 t" x
Amount recognized
( D: I' {- Z$ `- y4 ~Analyst
c* g9 N- L2 ]+ ZAnnual effective yield ) K5 n* e. ~: B0 T
Annual Maximum Payment Amount
% ]& j% T7 s8 K/ [2 I! j3 yAnnual Minimum Payment Amount / |/ ~3 i+ T' \' w6 Z$ H
Annual report
, g$ `+ h; y2 [, R3 R" F, n$ vAnnual Return d. d6 j/ n6 L/ {* N
Annualize
: ]$ [# c/ i% x: ^) i+ h' z8 DAnnuitant
$ i, L. s* F7 A! }# Z/ F: lAnnuity
7 b7 g4 y" d9 }' ~! M0 LAppreciation1 ]: S# C% i# _2 m c, S
Assets
, B) J S. s7 L6 I8 OAsset Mix
1 w- e, M2 T/ T- C. z3 _0 x3 `Asset allocation ; u1 ^0 B* J1 q$ M0 l
Asset allocation fund
3 Y: \4 M, `" s. _! bAsset classes
9 {. n+ p5 e( W' X, j' N' J+ W) ~5 f+ |Assisted Capital # o' q* C3 V- z3 k# ~& q, I
Automatic Conversion
) p6 \+ R4 V" AAutomatic reinvestment. R' a* D' p3 D" ]: q
Average Annual Compound Rate of Return
; Y4 ?" T2 M( t' {9 DAverage Cost per Unit/Share" c" Z( e4 V+ Y
Average maturity: z% v/ a4 L) i" O* t
Back-end load : M* h7 o0 {5 C( l0 W
Balanced fund 6 \7 V. c! u" s- _
Balance sheet
$ ^5 E8 p% k" |: e, OBank rate' S1 k, U/ G1 |' A+ ~7 M4 H) [# L( h
Basis Point * }; J6 _! j* {8 v& U
Bear market5 f* `# K9 o% w4 O% h* _+ O7 i
Beneficiary
8 L A: y! s0 \; k: QBeta$ X3 T, ^) j! |+ t: X, z2 m& U' Q
Blue Chip ' U# |8 V$ V- M6 L
Bond
0 d$ e5 q4 f8 Q; j8 w; c. ~9 x9 EBond fund
1 p, h/ U3 ^& _Book value
: ]4 Q: _5 x& g lBottom-up investing % D$ f! d$ f8 ]! a: h% ~
Broker( _" S7 p: ?+ L9 } ^. l
Bull market
8 R1 \) h& G$ ~# ^# O2 j( m; tCapital & m3 N7 l% S' a* V% o! }3 q
Capital Gains
9 k) Z9 _3 Z5 m7 |( p: D( VCapital loss : B# |% Z3 B M( H$ Q
Closed-end fund : T3 ]; s+ h x
Compounding
. o+ M7 {; v8 J3 E4 ZCurrency Risk ( W$ |7 ]4 s$ {1 y* @) R
Current yield 0 ]) t# c$ h7 r; D1 e* B p
Custodian / D8 p2 x9 k9 a5 r0 t3 Q7 L. q
Debenture4 d$ \- v7 H+ s+ |* \ m, e
Debt4 ^/ Y( F* | _0 g( V1 \' C; L
Deferral
" `) h* G3 h0 K6 C p( e/ l4 `8 M6 VDefined benefit pension plan
- E- n8 o7 {0 [6 |& m& S5 hDefined contribution pension plan
$ m, C5 E7 G9 @/ ^/ KDiscount
9 {) ~" f8 O! h; M, t5 ?Discounted Pricing for Large Accounts
- M, \$ ?+ _" L2 X) j: fDistribution History
, p( u( `9 Q4 ]- ]' \Distributions
4 T6 c/ \3 M+ g; l8 z( d. v( x: pDiversification% H7 _2 g' p1 J/ u
Dividend& x2 m. K* u. N8 a' R5 }+ A0 M
Dividend fund9 @+ N0 G9 g. R) A' G
Dividend tax credit) b% n+ L/ e$ l* R; I' n) D
Dollar-cost averaging
1 a; `5 T U! \* A" {& N1 Z/ ]Dow Jones Industrial Average (DJIA)/ w$ a- L0 A; e$ M4 a7 d# y0 K
Downside Volatility+ i* M1 A. O' e9 ~
DPSP (Deferred Profit Sharing Plan)# g) W' u9 j$ E4 D- y
Earnings estimates) L. o6 I7 m3 h0 k4 a9 j
Earnings Per Share
) C4 ~$ J+ G5 [3 G+ o4 DEarnings statement
4 |" P& n. I/ b/ I# `3 bEducational Assistance Payment (EAP)& c" d. H8 i% L/ Y5 p& e% Y; f
Education Savings Plan: J+ D4 t: D. Z2 t- h3 P4 D
Emerging Markets
! n9 x; \/ I/ g0 j" SEquities (Stocks)
% b/ a" r+ }; ^9 R& u# o7 A: ?2 hEquity fund
6 M: ~7 f) Q2 EFair market value
& s# Z& x- u+ y0 V* BFamily RESP* {$ Z' j `' R. U
Fixed-Income Securities- d. w& ?: ~9 J# {: E
Front-end load: a# F) o( ]$ o. g' s+ p2 Q3 b. p; e
Fundamental analysis
I) G w! T7 t- ~0 O: N. ~. mFund Number/ Q( ^+ @# R3 ~% t2 j8 d1 O$ f7 t3 ]
Futures2 B# {4 m, @2 z/ `) J/ I5 X/ w) j6 {5 K
GARP; O. C$ |/ m3 B$ i5 l2 Q, d8 i- Y
Grant Contribution Room1 {( i* ]- p* b) Z' n. F
Group RESP
/ y2 S% {% M$ B7 C) Y( gGrowth funds 2 `% p* q: {/ Q+ p
Hedge
- n& z, \: n: Q" c" X$ AHRDC
% R9 w4 J( N/ ?& _5 [: g9 ^Hurdle Rate
- ~* ]; R$ {3 [Income Distribution
@6 {$ M- `& a- l# i& BIncome funds
( B! {. j% B' B) N# ^4 ]Index
, h1 Q+ o" g3 x# w0 G( FIndex fund s. K* O1 F' G J3 K2 _
Inflation
8 R" y6 J" f7 n7 kInformation Ratio
: F, k" \: U5 t8 c2 _Interest % Y. z# v; X# Z
International fund
8 k( F- E, f* F# U; a) b$ P4 v( n+ S( sInvestment advisor
' m# {4 E$ r+ k! c) c6 b7 YInvestment Funds Institute of Canada (IFIC) 8 c* C8 Z4 C& ^# `6 p: O
Leveraging
2 W; L1 {2 u: v& Y j+ wLiquid
* `; b, v8 _( a r' lLoad
0 b) e* y y" O. Z" jLong Term Bond/ y5 k y& |- V% x. t# Q3 @
Low Load (LL) sales option
0 q; _$ e. ?5 _! w& vManagement expense ratio
# s- P m5 T) y, Z9 a- uManagement Fee
6 [+ Y; Y/ k! J: X EMarket Value of a Mutual Fund
# I- ?3 h5 w" c* P, c8 _Maturity3 |. u* R* |# e: b% w7 I# L& `
Mid-cap
5 `; O6 b: O' Q2 M$ ^6 X, K1 mMoney market fund( U/ `8 G* f, _
Money Market Instruments5 Z* F4 y0 M: }$ G" ]6 t
Moving Averages
! J9 K# F J8 W0 x# n: G, ZMutual Fund
& L0 y7 `( _5 P2 ~" QNASDAQ# v* }9 }% `1 `3 V# s3 W0 ~
NAVPU9 d8 _& ~% h0 B; @ d
Net Asset Value
9 i& Q' r$ ^: Y1 jNo Load" C, v9 J2 X. Q9 Y
Open-end fund8 l- O- Y. k" A
Options
1 s5 K) k$ w! p$ n( I6 I& ]Pension plan5 P4 L8 g9 u+ T! ?& o
Pension adjustment
* `& ~7 v/ F3 o! u' Z E' \Portfolio, ^9 N' a1 ]. _- x& n
PortfolioPro
* n# P9 Q" ]+ X% aPost Secondary Education Payment4 D; \3 m% s$ n; `' m
Promoter: {$ N5 ^6 X5 R K% a' i( }
Premium
/ H- c c( u$ c/ PPrice-Earnings Ratio
f6 t' i& m% b; P" B& y$ V; o0 MPrincipal
1 S. y# D& J& i: e+ B: w+ @Prospectus
" }+ Z( i" k& F0 A% cQuartile Ranking7 u( A) S: A9 ]$ s) g- f. X7 L; K& I
Registered Education Savings Plan (RESP)2 I6 O2 }- \; a" i$ q( S5 C
RRIF (Registered Retirement Income Fund) 9 y8 n' R3 j$ ^; t: q
RRSP (Registered Retirement Savings Plan) & L9 X* H5 C s7 p
Recession
5 s; I N' K' [4 \+ w" gRelative Volatility. d. n7 d4 c) |( i. h% ` ^* ^
Return+ F9 a6 \: |( T/ q
Risk
0 E3 x: k) O3 t9 j6 [" u! h9 {Russell 2000 Index ' j; x* t9 A% J( m8 n% L2 V
R-squared
. C+ H/ W% l& iSales charge
9 k" V8 S0 ~2 y' o e0 D2 [; [Sector Fund 7 x2 k/ G: n6 ~
Securities
/ V" w+ `; u7 i- f& OSecurities Act
, `, J D0 `% m5 o6 h% cSharpe Ratio
5 F' F+ g& p0 K3 D$ b4 d; ^" S2 |Simplified prospectus
5 J$ U9 u) G+ {! ?Sortino Ratio
* X2 P5 i- t' |; K2 a7 ]Specialty fund
- }' |# ?1 @5 s. C* c7 TStandard and Poors 500 (S&P 500)1 x! T$ A' a, D; H5 l) z' b
Standard Deviation " q. s# Q2 r8 M N2 {% n
Subscriber' r7 O* D2 R% Z$ F
Tax credit2 f+ r: t7 Z& T, m6 {0 [
Tax deduction
/ E- Q" P: N i" \: g" j( G/ NTop Holdings
) C; a( v$ ?/ U" s% T% {Top-down investing3 c) R. {: T! F; S! D1 a
Transfer Fee' p) Q4 I! X* o ~) S
Treasury bills (T-bills) 9 {* n5 }2 m2 T- g
Trust , q$ m) z/ w! K" H9 l
Trustee
/ j& U" O% ^& z) S4 k7 ?, MTurnover ratio
. L3 x& P( E5 mUnassisted Capital
' m5 X# M5 T7 ]7 SUnderwriter2 j9 e! N9 }8 p3 i# R% v: ?
Unit trust
; T! p c0 E3 X1 HValue funds
" u! b% U) P; c# gVesting
6 y+ b/ F4 P/ h: c+ f# l' ?7 fVolatility
6 V. S2 e) A$ m% ZVolume ' e, {4 W% L' `
Warrant0 y$ D: r+ t( g; I; J& `
Yield9 k9 D" ~% b2 s
Yield curve- i. D8 s# Y) ~7 R0 W7 @) {
Yield to maturity |
|
狗仔卡
发表于 2008-9-22 21:19
提升卡
置顶卡
沉默卡
喧嚣卡
变色卡
显身卡
发表于 2008-9-23 23:22
