 鲜花( 0)  鸡蛋( 0)
|
Account Type2 A# o$ t( i0 Q" Y! G5 t
Accrued interest* q* c" h, Z) }5 A7 G4 h# B
Accumulation
8 V$ s- g+ u5 O. lAccumulation plan
9 ?2 Q; X* c: W8 e* W$ v, YActive management
L7 c% F: G1 ~9 }" I& D% A6 z' ~Aggressive growth fund 9 T5 y9 k- V. ~1 b
Alpha
! ?8 `- k) t/ ~1 l9 H) tAmount recognized
l( y' K" ]. o% F" f! @Analyst
$ N, m7 t2 M/ IAnnual effective yield
* i0 Q2 Q5 N9 K& LAnnual Maximum Payment Amount
: q, A" N1 D9 f$ t% IAnnual Minimum Payment Amount + @: r+ w& S. X
Annual report ! n/ ^3 Y+ \9 X: i/ i
Annual Return
3 C9 f+ F0 B! ], p' @7 j, @Annualize + u9 @ |* h" M* z
Annuitant $ G+ D$ X4 @; a6 X, \- o
Annuity ~( p- I5 D" D" Y0 v
Appreciation8 q( |3 i) x6 {1 H
Assets 9 x! t \1 Y2 i4 G$ y& ]9 H# @
Asset Mix
9 x6 j$ }3 N7 d2 V7 E( A) CAsset allocation
6 c8 w2 C5 W/ B* K4 vAsset allocation fund
; l8 {# }8 B/ i/ d$ H. W7 GAsset classes
2 W; E6 m" p2 `$ A. jAssisted Capital
" @2 }# g0 a; P8 x" j# ~2 AAutomatic Conversion
( N) a! i5 X- o! ~8 ? `. X: G" nAutomatic reinvestment& h% u6 P+ U- S/ ]
Average Annual Compound Rate of Return
% L* u1 [4 O" UAverage Cost per Unit/Share
+ B2 ^" x9 R; ^- B: R# J/ IAverage maturity
4 o/ _# @4 f) b) s7 SBack-end load
2 \$ |; E W/ Q- |' d9 f$ G* }/ FBalanced fund
- y+ {% E; h9 I# f9 I& dBalance sheet
1 a1 d- j9 a; m0 VBank rate5 E4 Z9 S7 y! F# E8 P4 t
Basis Point 3 \& ~+ P3 ?4 |* c) s
Bear market! y& Y0 f3 I& R! V9 J1 p
Beneficiary
1 d! ?/ l, \$ B# s, C* m+ I2 f2 oBeta
: [9 K# `* J( M2 c$ C" u9 `Blue Chip " W! Z% b3 O/ o
Bond & ?, X( i& {0 U/ w5 ? F0 a% e. B
Bond fund
& l$ X# a) d; {7 _# W wBook value 7 h% t' v1 t1 u/ ^, V" b& Y
Bottom-up investing
# a$ |* M8 G( H, f/ }% XBroker
) |7 k* _$ t) T+ c/ P. IBull market
8 J% ?( u5 P7 S4 qCapital
( a* g1 ^, k3 g2 sCapital Gains
- M9 G1 G! U' {2 B5 S& Q. [Capital loss 3 ^! P6 G5 i8 b# u
Closed-end fund 9 R6 ^; S+ I5 e: Z
Compounding 3 A- T0 Z1 B0 z5 L1 ~' b1 H2 V
Currency Risk . I/ L7 l& D+ f
Current yield * b& d: T9 i' z( T; E6 I; F, ]
Custodian
{1 }2 [7 w! z) A$ p, SDebenture& ?9 F- ^( E+ q8 D# L9 Q
Debt+ y- U; O, |: ]) M7 B) J) Y% w
Deferral
6 `: o: v& a' ]% j% l! }( IDefined benefit pension plan5 `: K4 j, `3 L: Q+ r* _# u/ Y; c5 o
Defined contribution pension plan" I( S: n _0 B" C9 o
Discount
D5 ~6 a% f+ i- B1 l* o6 U( ]Discounted Pricing for Large Accounts
2 Y4 s7 Y- d, c RDistribution History
( I- D6 \$ s. T+ c, KDistributions. ]/ z/ @/ g0 o$ R) a) H2 s
Diversification
! ]& |8 }2 I" h( dDividend7 m4 M* ^& }0 z. J
Dividend fund
) _6 _9 z8 U9 F- k9 ADividend tax credit# _* F9 P3 q, H' r; ^( u
Dollar-cost averaging
( j+ A Q7 W! JDow Jones Industrial Average (DJIA)0 F8 t3 Y8 w* o; @4 o# |! m! M
Downside Volatility& |* |9 T# N% \9 H- J
DPSP (Deferred Profit Sharing Plan)
' m/ M' L+ K8 v$ M2 |5 R( uEarnings estimates3 V7 j. M3 G* N% b( B
Earnings Per Share
: {2 @* q- D# |# q; pEarnings statement
' D% {; L4 \ l7 }7 nEducational Assistance Payment (EAP)& f" ^, j' T. {- m# g8 ~
Education Savings Plan
' k: a) d& B0 x" l6 z' m2 JEmerging Markets3 C I, c# s9 L/ B3 a% }
Equities (Stocks)
) b, @, s/ g" y; I3 H5 Q3 X# w, sEquity fund) x- H4 V$ O6 ^) W. {
Fair market value
$ H' K4 @. P; D' f3 X. sFamily RESP7 ~9 }. G# F* J. c3 a! p
Fixed-Income Securities
# W2 ]8 g4 C- F% cFront-end load. a8 Z7 Q1 p& h
Fundamental analysis* `6 l/ s4 z( `2 l
Fund Number7 }$ g* A7 u. g0 w E, X' b
Futures: {) v& P. f) `: [5 I; p) w) h
GARP9 q9 h& I6 @# ]# O" K& ]
Grant Contribution Room
" ~) ~% f! o9 l' k5 iGroup RESP
2 \$ u# m5 d$ `) U5 oGrowth funds 5 N7 x8 q. w# R$ l; M
Hedge
: H& t: F' k( k' U z+ T0 B9 gHRDC* [) d) y+ n9 x8 {9 j/ n
Hurdle Rate
9 D+ S0 L% X6 V) P$ T+ {' W J9 jIncome Distribution
3 v( ~3 P; p* `$ F- |5 [ L4 o4 K, `5 ^Income funds - f6 }2 N/ P& |0 m* x; \4 M3 x
Index5 k6 R3 W! t4 ]) F/ B6 K$ Q
Index fund
6 J: y) ~$ w: DInflation 2 ^; j- q7 s" T# M
Information Ratio
* r5 R* X' u+ O. M. zInterest 8 i& e5 s% ?* U7 z
International fund/ D+ c" o% X* p! Y
Investment advisor
$ c9 P$ a# [& r) l/ v6 S6 gInvestment Funds Institute of Canada (IFIC)
/ Z/ A% y5 y7 p/ xLeveraging
( l' x. u* l4 n; Q( A3 L& H0 D/ @- B& hLiquid - n( g! w+ S% K& |
Load . N# W1 d. `6 J' k/ u% W
Long Term Bond6 V/ Q1 ^$ n6 V9 j# t) O
Low Load (LL) sales option
- s' L L; M9 v' r& O9 G9 HManagement expense ratio& H' A/ D! R' p2 h
Management Fee
9 Z! \' U3 [- S p5 u& o$ ^( v- lMarket Value of a Mutual Fund
) f' A; u! k1 z* OMaturity1 s1 o- m) ?7 Q3 {
Mid-cap5 m, U T# m/ P7 s1 \
Money market fund3 O7 o5 T2 P% w' g. H( y
Money Market Instruments: l! }& K4 R1 l' \, o
Moving Averages
3 M, x5 A/ K- S0 ] o1 ZMutual Fund1 h/ |) g) z4 U- }4 o
NASDAQ
1 C. J* r2 A9 x! _( X( U# e2 z. cNAVPU
' h2 a& t% b+ a6 c, HNet Asset Value1 n. q# f/ q, w) q. H8 q
No Load: h3 [ |5 x p0 l/ j7 v* H) q* F7 A
Open-end fund4 g2 g( c( t* C4 m7 N, {0 O
Options1 k$ F3 j% U5 ?+ J, e' a
Pension plan7 z' W& n) @, t# @
Pension adjustment
2 E3 S$ `2 w1 M) E& K- kPortfolio
i& U( s' O9 A1 M+ e0 F2 qPortfolioPro
) w3 F+ u- q9 F- l' `Post Secondary Education Payment `7 C( J9 M6 B6 a
Promoter
" `$ ~. E, ?2 }% m" XPremium
# e0 P# L6 P+ z: YPrice-Earnings Ratio
7 ?5 y9 J0 T1 m- l. G+ |1 r1 k. NPrincipal1 j, N' }, j/ F- {
Prospectus
. O' ?/ R7 u9 q- k( WQuartile Ranking
& z' T1 i7 S* g+ J" G" NRegistered Education Savings Plan (RESP)
( j3 _$ d q8 R! w8 Z9 r9 o9 oRRIF (Registered Retirement Income Fund)
5 e! ?* ` ~; J. o) ^: QRRSP (Registered Retirement Savings Plan)
$ S! U' ?5 q% o/ T- t& BRecession* I2 x0 B6 p0 n3 \
Relative Volatility
" [: X- m. k) a( FReturn
9 a$ E1 f0 w- {Risk 3 Q+ T! }2 w- Z8 X% W, ]) G; L
Russell 2000 Index 9 D. [& v; ]3 H- F% U0 l% G
R-squared
5 X4 l6 E- b V- Z- Z; N# a0 z% J- P, GSales charge n/ _* W3 n! l1 T8 L2 v
Sector Fund ' Y7 r& W9 V+ k5 D' g
Securities
3 c' C( T, k8 WSecurities Act8 c% C$ A1 D& O$ g' }5 ~) A$ _
Sharpe Ratio
7 ^$ |6 I+ a) \5 v) nSimplified prospectus
J; S: O! B- o5 D0 W# L2 @Sortino Ratio, p* y) H0 \ G" x6 _: m
Specialty fund
# O5 }* s! O" q- R3 Q8 t6 hStandard and Poors 500 (S&P 500)
& Q5 i8 N6 \8 l! o# x. w b6 YStandard Deviation
& B. Z K; w4 z* l5 l2 [Subscriber+ C( f) H! a; F) R8 @1 K4 g
Tax credit
$ ?6 H! G. }: W2 ^- r: _4 C# JTax deduction: D1 n0 i$ z3 C% J; {$ d4 c
Top Holdings7 P1 G! ]( h0 X; l* R+ B
Top-down investing
% w1 H6 [- S/ t1 e3 ]5 ]6 tTransfer Fee- T2 d; h- v$ U0 _2 m% \
Treasury bills (T-bills) $ N' N Y& a" q- _! G
Trust 8 m& r- o! V" F2 F) p e& n& \7 ?% A
Trustee
1 z2 W/ _. v, N8 ]Turnover ratio
$ n! \3 [1 ?% K$ K5 JUnassisted Capital9 B! J" ^" W5 l- G8 r5 e
Underwriter s6 \! ?2 B) C# S1 A( k. y0 v
Unit trust; I* }& u, M9 y( j0 p5 k
Value funds Z* `6 L) q( d& _
Vesting
) p7 M( ~5 a" z. r% [2 x6 IVolatility2 Z! ?+ `7 G! ?8 B0 j0 V5 @& k
Volume }, ?1 j/ r( P" _* ]* l+ G
Warrant3 b$ e9 W& I9 X. B* r: n, c
Yield
% S, l* g, W& {* m; {Yield curve
A- A% j5 ~3 _: M# u- R. _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
