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Account Type; ?9 W; u1 j4 T3 R
Accrued interest+ ~5 g$ A9 a! r$ v! f* G0 X
Accumulation % O& a4 w* ]. U0 ?0 e8 _
Accumulation plan% E7 B# t- Z& C4 Q( y) A
Active management
+ s' T4 w* t6 p t% JAggressive growth fund 3 Q! }, x' {1 y0 ?
Alpha1 Z* ]! x+ D8 L4 r1 {* |2 U' w
Amount recognized
# A: ^+ R: }3 E* MAnalyst 3 C o9 ^, M0 {8 i+ b8 P1 O" {
Annual effective yield 6 k9 Z# N1 z9 I/ N1 @
Annual Maximum Payment Amount
- ~) _, g' ` A8 Q5 HAnnual Minimum Payment Amount
" V2 @1 {# b w* O3 lAnnual report 9 s) G" D! {, G; u2 Q) v/ A. n
Annual Return
6 ~6 S# `$ P1 ]5 y1 T3 PAnnualize 8 M* t9 o0 V# `+ u
Annuitant
/ q- _* L2 v1 W) X XAnnuity ! q" V& K+ [# C2 h, w) W4 \# E
Appreciation6 n4 Y- n, A+ D2 L' P5 c Q
Assets # F* C _6 |. b3 q/ H
Asset Mix 6 k3 |0 \4 ?1 m* F, b4 R
Asset allocation
) l& B7 o# U, a8 d5 BAsset allocation fund 9 E, F: l1 O0 s( M+ [, m
Asset classes
6 J6 g7 A, ^- o9 h# u8 \Assisted Capital + `" R2 v" Y2 ~5 ~( C
Automatic Conversion 2 M+ s3 l1 n6 \+ G+ d
Automatic reinvestment
+ L1 k- s% j, J- }5 u1 ^: HAverage Annual Compound Rate of Return
; h0 h# H( }6 W- FAverage Cost per Unit/Share
1 q/ w# A' ~. ]* f) v- @Average maturity
/ s& v+ e1 u" ~( T4 a; bBack-end load
, _6 U- A( V) ABalanced fund
8 j) Q6 H/ [1 a& H: d4 y; L4 kBalance sheet 8 B( J; I; A* m2 @7 Q- h7 n' B$ I
Bank rate
3 F, y; i1 z+ \" r7 {% oBasis Point . U! [- a9 e- G0 ]- N6 Y
Bear market
. z5 x3 d7 D; N- e; K9 \/ tBeneficiary 3 q) Z/ P+ J" V
Beta: G9 C* y/ ?# a" h1 Y' @
Blue Chip ( }" i! u& R$ t! ?
Bond
L6 z3 p% M; T3 G- J8 M2 Z, vBond fund
8 v/ C. P' _ b8 S& |2 i% l" HBook value
& v, @7 l% g' g1 ]Bottom-up investing
# K, _: E: {. b% k+ WBroker' @8 @+ ^* Q6 r2 a! y5 P
Bull market
( F$ x- P5 ^9 ?8 L5 ECapital 5 L! @% }5 g: d7 ~
Capital Gains# t/ t5 F1 ]; @& ~# h1 r" d% @
Capital loss 3 G+ k& r V8 P% `( A
Closed-end fund
0 B6 L' `0 C+ U( g D' J! x7 ?Compounding
# g$ ]$ c5 n( l8 q7 X, l9 QCurrency Risk 7 t2 X9 h( }& U0 W5 |$ k, I
Current yield ; b) d9 I; E7 i& M; ~2 O
Custodian
( M7 }. V! b1 U* ~Debenture6 {5 v2 i; O3 N! W5 }
Debt" I& X2 z/ E# q; P' f, {
Deferral2 v) f) I/ X" R5 m/ F5 v
Defined benefit pension plan8 B2 N; h! d& V3 T3 {& n5 O
Defined contribution pension plan
p0 R- P* P% iDiscount& w* q6 x) f( l. V
Discounted Pricing for Large Accounts
+ N- i' D- h y# V8 RDistribution History8 Y3 [( V$ h( ?
Distributions5 b2 N3 [/ c- [; z
Diversification! ^2 h7 u+ O a; W) o% y4 }8 a, ^
Dividend
7 M' V, ]) u2 A0 o* NDividend fund0 A6 K; K7 Y& h& h5 m5 s$ j* f
Dividend tax credit
0 \' U7 A- U; z$ \4 P" EDollar-cost averaging7 O' m! J. ~; I! Y9 C
Dow Jones Industrial Average (DJIA)0 q! M% B, K% K9 i4 V
Downside Volatility
& ^( Y/ B$ A8 ]' A" CDPSP (Deferred Profit Sharing Plan) w; {( o1 V# m5 \4 r
Earnings estimates, W8 k6 X& F- U" k, s
Earnings Per Share7 s$ g0 \3 ^6 x
Earnings statement
% J# a# \ C* j; NEducational Assistance Payment (EAP) P1 ~ E q5 Y: A
Education Savings Plan
& g6 a! g+ N+ ~; Q& hEmerging Markets9 J" L3 M6 ~: O5 ^$ i; f
Equities (Stocks)
- x/ y. u0 L. MEquity fund
3 X1 j3 f: U3 `3 U4 c6 o+ hFair market value
$ q3 B0 K' \, c2 p- kFamily RESP
' @. e; z/ D) b! `# K$ }% r+ M8 fFixed-Income Securities
4 |6 }* ]- P( A; l Q5 e( y. NFront-end load
7 D3 ^+ q( r; U( vFundamental analysis
+ e$ E9 V" N3 ~3 V+ c4 y) B0 s# O5 IFund Number
; F! w4 |; z. a. _Futures
6 S! `3 a8 f5 d" Q8 T5 }GARP/ R$ ~+ Q$ Z8 x. x3 Y5 J
Grant Contribution Room" t2 `0 I- a3 D6 J0 `8 m
Group RESP
1 `2 M. f' O2 q% x# UGrowth funds
& _" J& @2 q5 J( {) z3 j3 T$ cHedge( @9 V. x/ n- [1 Q# d6 P2 I& b" ^1 ?
HRDC
! [. r2 g7 D. p& u/ C |Hurdle Rate
3 |3 I2 k* _! h% pIncome Distribution+ C9 q; p( s( b5 q2 B3 K% u
Income funds
9 G3 ?0 G4 E$ x, \. I, H) pIndex
$ W0 \/ s! j# r0 m& w! r1 ~Index fund
$ { [: O P: b$ h0 g# |2 o5 k& pInflation
; v$ q, v8 |9 V. q3 J5 hInformation Ratio ' O. U+ I# G. A, a
Interest , n- j. B$ F0 @4 o" G7 K
International fund. j% y* i1 q0 ~% K! A
Investment advisor
# c) g& }0 j0 A$ JInvestment Funds Institute of Canada (IFIC)
" J1 U4 c2 h& f; c& DLeveraging9 ]) R+ }+ T3 N7 U% D
Liquid , \8 P" S- m: Q% c3 i% X% c
Load
- G M$ b# v& J. YLong Term Bond* K6 J# ?8 H# [8 r# A2 R6 C$ p
Low Load (LL) sales option8 X k8 Q, w& _# {
Management expense ratio
4 N2 h0 r) m7 F& B H/ _Management Fee+ s# s9 h4 g9 ?+ `* ]
Market Value of a Mutual Fund
" o2 B0 d: |' _% |4 Q8 C3 BMaturity7 w6 W1 ^3 G( m0 F1 V: O6 [
Mid-cap
0 T1 t# h7 E' F8 x1 v5 `9 R- d$ `" M/ ?Money market fund3 ?8 E8 ?# ]- F( M
Money Market Instruments; E4 z) Z7 f3 k/ \+ G7 D! L
Moving Averages
5 a1 F1 ^9 ^) P: r% a IMutual Fund6 f% V; o) L7 k' P" H, m0 V! ^
NASDAQ5 o5 X8 T/ Q% o& T! R
NAVPU) y: q: i8 Q- f5 @( H0 [, ?( V
Net Asset Value
( E6 R" L! n/ [/ ^9 uNo Load9 ?+ f& B5 ^7 W) i. k$ ]: w
Open-end fund5 L$ j g1 }3 Q3 o
Options
. Y/ ~2 q5 Y3 }" E" w/ Q& c: JPension plan. W+ {. i: u- T- P& }
Pension adjustment% k& ~6 k9 P5 T6 Z" H6 U% u; D+ W
Portfolio
$ h6 M: F' S. U; k4 vPortfolioPro
3 C# ~# m6 R% g; B% ?Post Secondary Education Payment5 d% x% H, e, _0 v/ q5 P
Promoter$ B0 D, P2 B: E. \+ A4 C6 J) X% U
Premium" v. g( k( I6 N3 [/ o: ?% @9 F
Price-Earnings Ratio* B+ l5 r' a' d, E
Principal
/ m" r5 _. d( K5 zProspectus% s5 ^( v: ?3 ?3 n% \5 T! s
Quartile Ranking1 K' q) ?" W$ t, B
Registered Education Savings Plan (RESP)
. _, }3 R4 _" M3 XRRIF (Registered Retirement Income Fund) 7 I4 m* k1 D5 L0 Q
RRSP (Registered Retirement Savings Plan)
# u/ S9 j! k3 s; d$ |" URecession' Q7 y4 Q% O7 ^% G) q& Z, a6 _' g
Relative Volatility, E3 j1 ^1 j# g
Return
% V1 F: T* d3 o* G6 O% {& }- @$ vRisk 4 W8 V$ Y% x0 J) p' s; ~
Russell 2000 Index
- t) N5 f" h1 f9 ~- n& t8 W( M$ D8 C9 uR-squared
$ f7 w& y# B8 g8 w8 x/ NSales charge( K" p$ ~4 Q$ ^
Sector Fund % z2 L# Y* M! Z: R/ k
Securities3 B& K3 v! u- g, y
Securities Act
( l( }4 d) ?& oSharpe Ratio) I1 [$ q$ {( S1 c* W; W: I. G
Simplified prospectus# i- P/ b% x* R+ ~2 e& B3 a
Sortino Ratio
' x. C; I& n6 D* f3 eSpecialty fund9 |" \4 t0 f K. U
Standard and Poors 500 (S&P 500)
8 K$ `4 t7 J% d: C0 o% BStandard Deviation
/ U, U% b8 x, i! hSubscriber
$ D- A$ ~$ {& L; n( b1 v: xTax credit
' |' Z) b% V# c; hTax deduction
3 o n8 }" y+ W/ e+ @' [9 c& WTop Holdings
. ?7 v% @' }1 o, d9 aTop-down investing& _' k1 {9 h% s8 t- R. C
Transfer Fee
+ [- G/ v! C8 u2 j6 J) r$ ~/ p; o9 eTreasury bills (T-bills) # W1 i1 D: z: z
Trust
) Y& b& _- Y4 L5 W3 l( }" rTrustee
# |& ^- E6 D' g6 h7 _6 ?Turnover ratio 5 U: q/ X: j9 j
Unassisted Capital
" T& c. v5 c0 U0 H- n. DUnderwriter- v! u# P+ e, s
Unit trust; D( m; V5 `+ ~7 ?5 C, O* D
Value funds
+ [8 {4 r8 G. V5 LVesting
7 s# V7 ^3 e6 e6 M9 a* e3 `Volatility
8 b6 |8 x* T2 m O" AVolume
) R" y4 {7 B1 NWarrant& ^$ v- o2 l0 g4 n
Yield
) @! R3 ^$ Q$ IYield curve0 e% o' [: L6 J5 R$ ]
Yield 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
