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Account Type
2 t" g! r! m% E( C5 T' i! y4 EAccrued interest
k+ X& @% w( i' ~6 G3 |Accumulation , @0 h. k9 e1 \$ E! V8 Y E2 B
Accumulation plan
; l. M5 U+ D9 Y8 B4 Q9 O0 J7 C3 |Active management" h6 ]# N) B# G' |2 w2 S
Aggressive growth fund
# a- E; C8 \* Z- GAlpha
8 a0 u) ]* O9 v( ?4 LAmount recognized 6 y- N* S% m& a. P4 e9 a
Analyst
' q1 r3 _" w8 V/ ^' wAnnual effective yield
8 U/ }( Y* q* a2 S0 FAnnual Maximum Payment Amount/ ?# w( j( s6 E; }. }2 T
Annual Minimum Payment Amount % J6 F: P2 e% E
Annual report 8 }. S5 O8 M2 w, P1 O" ~" r
Annual Return' y) P) J0 h! e4 q/ I
Annualize ) K- A9 x5 U+ M: O0 M& M! w
Annuitant 9 i2 w2 U+ g" p: B) f5 _3 g
Annuity
6 }$ z* |5 r" d( ?Appreciation. {, u+ v K3 m" v& A+ r6 P
Assets . d) M) O9 w. k$ W2 U
Asset Mix
- O, t' Q# k2 c* eAsset allocation
8 O( w w% `& e5 {Asset allocation fund # y+ C: p6 B, b) Z
Asset classes
# l0 h3 ?' @ R& ?& zAssisted Capital " X, y$ k5 G9 u6 b) N8 Z6 t- g) K
Automatic Conversion
4 @, r5 g8 ]5 U! D3 O% EAutomatic reinvestment$ s$ F3 i' ~" ^+ D( g3 B
Average Annual Compound Rate of Return
: K* W1 t) t% V9 [3 HAverage Cost per Unit/Share5 x& r3 N- H3 x1 c$ r
Average maturity, m1 C* J9 i. H8 w% u5 C0 V
Back-end load 2 Y) _8 ~- L" a; p A: r# d: K
Balanced fund U& \% V" m" ?5 B# \" `2 V1 O) P
Balance sheet / K& J6 l! Q0 e. S/ s; K
Bank rate
7 r9 Y: x9 J" p, k! @( P( [$ r& UBasis Point
: { e/ B. O3 q1 vBear market w0 ?; m7 C& L3 v2 w
Beneficiary R0 w C; O" ?8 L
Beta
; k& }+ \! f5 B' n8 W1 j3 L( R+ K6 d' ~5 hBlue Chip 6 h) [/ l6 A: c4 Q
Bond 5 P- k5 b7 _6 w. j) X/ I& m
Bond fund
6 {8 ~4 |/ h5 hBook value
- U+ f; F; k7 V! ~$ ^5 V: [/ FBottom-up investing
2 D' ~3 m, C' o7 vBroker' e' Y! l/ }( g* r
Bull market' {2 @; _2 F* E5 d9 u6 ]$ }! ]
Capital
* J: s) {' q1 k7 g& |6 }Capital Gains' f* J4 G% _5 o0 [
Capital loss : r+ E3 d) ]" [# v. F& N
Closed-end fund
' l J. v7 r) _1 M1 N# |5 A# ZCompounding , P# D( ^0 D l
Currency Risk
8 P: h% ^# \# n5 F( b4 S, a& |Current yield $ @% ~) ~9 N: P$ b
Custodian
: ?7 Q4 ?6 `: ^$ q) e( V. xDebenture
2 w1 ~! n5 `- RDebt4 |' S; l% Y2 Q* \) d P, C' k
Deferral7 i" B" n! H* o( D
Defined benefit pension plan: K' f p# O9 o: }7 K% a- p
Defined contribution pension plan
& B: F6 T! p* U7 W& u2 eDiscount y# Y- J* Y4 [; ~! s; S u2 g
Discounted Pricing for Large Accounts/ t+ R4 I' X1 d/ I
Distribution History6 `; j4 ]/ i' @+ e. t/ K
Distributions
/ ?0 v; R" K- O9 m& n KDiversification+ E* ^! w" F) p+ `( l1 G
Dividend
+ }/ U# E" K/ P+ s3 v& l1 dDividend fund
& r" W3 Q' Q- L% a0 R& W2 e0 y7 e7 YDividend tax credit! q; S+ F' e! O
Dollar-cost averaging
! W' V. R0 [) P- G# d# b1 k. hDow Jones Industrial Average (DJIA)
6 Z2 \8 X2 h# ^6 G& J) KDownside Volatility
q% S5 w4 _6 V% \. N1 GDPSP (Deferred Profit Sharing Plan)4 ^5 @8 D( ~. p9 E2 |/ q
Earnings estimates
. K; c6 `. m' h# k [& s- ?Earnings Per Share
% H* j' D( w# c! M' O# O0 tEarnings statement7 P9 f3 L N, z* |& j3 O
Educational Assistance Payment (EAP)7 }# x3 s6 V8 v0 H2 O
Education Savings Plan
* W* n) b, O. }) A: @1 w0 g$ f, zEmerging Markets0 k- T' p3 l: u7 U. V1 A
Equities (Stocks)
$ r1 j1 L1 C2 H `! T# S9 o) B' `Equity fund O/ O8 Q3 M ^( _9 A! T) F
Fair market value
0 U3 ^0 @2 ] ], j) b' ^* VFamily RESP) G& s- p) |% p* c I* n
Fixed-Income Securities
% W/ c- j5 z' i1 T6 m# S* x! Y( UFront-end load
4 I7 d% z0 Y+ a. ~* TFundamental analysis, j9 D# b, H0 Z4 D6 [; A$ o% z
Fund Number/ ^! ?* j" M9 w. S. y+ B0 T& ^
Futures
) Q: A& T9 b) `0 h& e6 T. H+ vGARP, O7 Q; g2 g/ t# T& Z) K
Grant Contribution Room+ [8 j7 \; u d/ [( y
Group RESP
# C5 S8 G7 Q. U# F. ~* ?; m& [Growth funds
$ ^: \. O- i# v& t) XHedge; H: T+ K% S: e7 x
HRDC
: @7 b( k* @ \5 `- ?( WHurdle Rate2 H- \0 \! h5 u
Income Distribution) n' j1 W( P# s) ~9 H% a1 H: O
Income funds 3 }4 ~8 r% z5 q) @+ V* \
Index
- W3 b# _& l3 `9 H. }; |# tIndex fund
) g6 ]6 |3 d- w7 i3 ~Inflation
, l: g0 p" y9 N* D9 wInformation Ratio # F* h* S* G% w. f
Interest 0 Y# r/ r# r% F0 w" x3 \
International fund0 c' o; _" n% I" \
Investment advisor
9 [+ n+ e6 @$ h6 IInvestment Funds Institute of Canada (IFIC) ( N$ v' o' x" A
Leveraging
' f4 T) G, J# w: O1 RLiquid
' P! E+ d' N9 e7 @! S |/ P CLoad " i: X- L* ?- \
Long Term Bond
: `7 x0 E' o7 k' }5 ~4 }+ KLow Load (LL) sales option
$ X+ H3 o0 G( J! w0 DManagement expense ratio
: e3 D; _- Q% \/ P# r) _Management Fee
1 Q; ]2 F& M# n0 n yMarket Value of a Mutual Fund
% Z0 `4 G; z( ZMaturity# B# U# N+ F# @( i, `' l
Mid-cap
% _, D; [9 q& \& O2 N6 b& dMoney market fund
3 C* Q, U# C, ~/ b7 t2 IMoney Market Instruments8 ^! V; X$ b* k% L
Moving Averages
% U' F5 C) [5 \/ _, f9 L8 WMutual Fund
, f, Y2 _4 n; ]. m0 l: J/ R. S5 A8 ~NASDAQ
7 q! q8 c! J: B2 B4 V: w( aNAVPU5 G( T. S R8 W. z
Net Asset Value
8 W- c$ a: |$ J: N1 ~/ w; P' I! bNo Load$ o9 ?+ z9 R- H+ g
Open-end fund
0 `' w* l) k7 B/ ` Z$ l3 SOptions
- G) M O, N ] }5 E- M1 N' OPension plan6 R: F+ b# ?% f8 y
Pension adjustment8 o3 d' P1 |/ k9 i5 g* i7 ^
Portfolio: c5 a$ O* ]% d. `: d
PortfolioPro! v, Y1 c( Z- [ J2 m
Post Secondary Education Payment
# f: S1 q3 t6 xPromoter, Y, S& b# R' E7 j& b
Premium
# w! Y- @7 M4 J" e. d' B5 GPrice-Earnings Ratio' k2 |/ Z8 [9 j$ T8 L9 k& U+ N
Principal
# L0 v/ O( g+ X xProspectus
) N* _4 q! W# r; |/ K. |( z0 aQuartile Ranking, F7 k. N, K; Q$ w4 g( r% j6 t; }) t9 m
Registered Education Savings Plan (RESP)
8 d/ [" W: G9 k8 KRRIF (Registered Retirement Income Fund) 4 J5 x- z9 `( V
RRSP (Registered Retirement Savings Plan)
; @( |4 w$ x/ G uRecession' M* e7 v ^: }/ d% X" j
Relative Volatility! Z$ `3 ~6 L* I9 v. r- T
Return
5 X7 j2 W) \( ]' O: c) gRisk 0 c( O6 _ K1 S- u( P0 A7 S$ S( W5 y
Russell 2000 Index 7 i7 s8 @5 ^9 D' N& @
R-squared
' U" k y, c$ SSales charge& R& f2 f& [9 A ]4 G
Sector Fund 0 `7 T. \' ^! d% t0 Y" S- L- y
Securities
5 r* e( `( u1 ?; R, i/ rSecurities Act
+ G( s. u' ]1 u* J" FSharpe Ratio
% n* Z7 j# T: O" f. B; [Simplified prospectus
* Y) Q3 s$ Z8 t, P0 d0 m9 O/ @$ h' YSortino Ratio K2 q" W! W$ T$ u
Specialty fund
, p6 ~0 o2 p3 y" N3 bStandard and Poors 500 (S&P 500)
/ v( B) X) N, b qStandard Deviation 4 q. k$ M1 @# Q9 s- P
Subscriber6 v. A# q$ `$ N( C4 q6 Z
Tax credit
" d& C3 L- I T0 x3 {Tax deduction% P4 a- g' v' _" x% ~( |
Top Holdings" K+ i! u& w8 F6 K% y" b
Top-down investing
6 j, V1 R+ o& [6 OTransfer Fee
3 }0 R& P, p, d; y+ B/ @Treasury bills (T-bills)
& p& _& o* \. g1 q% B( VTrust
5 r# X+ d/ X" k6 ?1 c) ~Trustee+ [% k3 k( N/ i" D3 [
Turnover ratio 9 Y4 R4 b3 s/ Y8 k' i- t
Unassisted Capital
% v6 j& ?( Z9 L" J P6 |Underwriter
' Z% q8 ]" `6 s" G$ nUnit trust2 w4 m4 }# c! C* P. \# X' R- u+ _
Value funds 2 u7 H0 E) ?0 j2 t( o) u
Vesting& ]) I' \) n! U( a
Volatility" ?% C, |1 O2 G i+ b1 _! E0 R
Volume 9 ~( g7 F+ H$ W0 p2 n" M8 T
Warrant" q0 N& M4 |6 y0 b: d! |2 x2 v i
Yield
( ]+ N+ L M3 f+ m5 v, x7 [( P1 ~. oYield curve2 L4 a6 ^5 j1 X" Q# D' E1 ]9 x' k
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
