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Account Type
- s3 D, G2 d" O4 c/ y9 ~! yAccrued interest, V' ~4 n1 E' B. W0 i' i
Accumulation
1 c% g, E+ J3 uAccumulation plan
6 P' w- R$ w# g, [, FActive management
2 R: Q0 X# W( D! r# {6 j0 `* HAggressive growth fund
- a/ H7 z. N) ]Alpha
9 B5 x$ u9 }& L- D- d+ ?' aAmount recognized
}$ P5 r& R% j( d7 }Analyst
: V `2 H7 d( F( i5 m3 i/ n. uAnnual effective yield
/ n) V/ O" v# T2 V* S$ i$ Z/ SAnnual Maximum Payment Amount
- S2 V3 |4 E3 h7 `# ?( PAnnual Minimum Payment Amount
: T+ @8 Y( r* y9 o9 L2 v8 Q" pAnnual report
8 n! b4 s5 X. x: W# z; Q7 IAnnual Return% \- n8 g0 B9 f2 |
Annualize
; v! i" j3 ~, ?$ j3 L: r1 [Annuitant 8 G+ l" }3 \+ }) g7 x
Annuity 4 \7 y/ X: Z& T) E' ^9 p! R
Appreciation
/ p* \* m) r! d* S1 g! A$ v* IAssets
" s" W/ d c! j6 @Asset Mix
; s% V; ?" n+ d$ hAsset allocation
* U4 O- ]4 A7 E: J; b7 `Asset allocation fund
3 P5 x; u" k2 y( q P' d6 f4 oAsset classes ' J3 c: p4 d$ j: c* ~
Assisted Capital
2 n4 K) @9 e) @% b6 x% pAutomatic Conversion / t3 B3 b1 l% v8 N
Automatic reinvestment7 o. t) r3 w# X) I+ X
Average Annual Compound Rate of Return + q( q" S6 Y' `+ k$ e! }, ~
Average Cost per Unit/Share
7 `1 q$ }) j8 Z4 |Average maturity
- D+ d& ]/ P* |7 e! y( KBack-end load
2 J7 N; Y9 d6 o% ~4 p3 QBalanced fund
/ N) H+ I. d3 g# `/ LBalance sheet & |3 `" d( O) [! [2 N: ^, j) {
Bank rate! @5 }- S: D+ r
Basis Point " t! i3 u y( x g# g; X7 S9 v: z
Bear market
; q7 h7 P5 {6 l) g0 e/ KBeneficiary & f% p \/ G( j I; g. C8 Q% k5 V
Beta; E& ]9 v' f# j+ K& d
Blue Chip
) D: D; C8 ~! K9 ?& n. |Bond , c u; g m, l7 e9 I$ h/ i0 E+ _
Bond fund 2 X9 M6 ?! A! d/ V7 r5 T% h
Book value
% T/ F* Q9 h2 cBottom-up investing ! h! M! A# q1 d. U. ~3 O3 k
Broker0 p& O# x* j7 i" M
Bull market
# L( O( F7 y4 qCapital
8 u4 u4 x& G$ K. N# k/ aCapital Gains
( c1 f3 b, g9 @ C/ _8 E. x1 YCapital loss
8 W7 V6 a0 K; h3 W7 G# dClosed-end fund
( ]' B' i+ Z$ eCompounding ' o4 F$ z# s! T8 N$ M: c
Currency Risk , e$ V/ S5 E' E8 j# v: t% C
Current yield 3 R! I! ~4 K" q, X2 q3 w
Custodian + @2 `- |+ L( R. V
Debenture
' ?% J: v) F1 n, }/ q: r$ ^1 \8 R4 qDebt
$ B& j, y. _& y9 J2 `' L7 K) Q& `Deferral
$ W- M; s2 X5 B7 g0 j- n% t8 xDefined benefit pension plan
0 m2 i6 b- D& k; b- P+ e# GDefined contribution pension plan
- N' Y7 ~2 S, l: q0 |, W4 S5 F2 g. BDiscount0 X7 u$ {/ ]% b) s4 O3 ?' ^
Discounted Pricing for Large Accounts* M3 w, V- u7 Y0 Z
Distribution History, I6 J C3 s% f* C4 D: m \9 T! p- |
Distributions5 _2 o9 s0 X @* m2 g
Diversification
0 F0 B9 q$ b" x3 a/ U$ {' YDividend3 }" D0 b1 E" }! w/ Q/ ~5 N4 O5 F
Dividend fund
0 j3 B# P6 a9 mDividend tax credit
' E* P- y# J7 Y% a6 ?: g! U. a2 Z; lDollar-cost averaging
# ] F: M" k" U, f( lDow Jones Industrial Average (DJIA)
0 M/ g2 n F) f4 t" qDownside Volatility9 ^/ A' b2 L# a
DPSP (Deferred Profit Sharing Plan)
' V0 u2 c8 Y& L" @8 d% C9 VEarnings estimates9 O \ O$ u5 K! i1 Z7 K
Earnings Per Share p6 F4 R* K0 t- i* p( a3 {
Earnings statement! M5 P* |, a; ?6 t7 }
Educational Assistance Payment (EAP); p3 |& B3 c( a8 F* p, p4 Y. T! p
Education Savings Plan1 m5 J. O8 ]; j% {8 F
Emerging Markets
" j( r+ o) e ~ q1 W, dEquities (Stocks) 6 }4 E0 l- i. F( A) G) D: Z/ }
Equity fund! D, y" O; E% q2 J
Fair market value! o; a2 N' s% z
Family RESP
7 `9 b: Z5 |9 S9 f) t i- b/ b4 Z& s% `Fixed-Income Securities0 R0 c7 {$ m2 M2 s, \
Front-end load" I3 H3 E) N9 R2 R! I) D1 W
Fundamental analysis
7 n' z; \4 V6 w# p7 X9 |1 S) c+ lFund Number
: }, \: d+ L! G( f9 r$ b; ^ LFutures
( h% ^# q0 s6 c- _GARP7 U# ]. s0 W0 i+ K& f5 j
Grant Contribution Room
, _* Y/ c& R$ Y! K& H6 P4 P$ [+ tGroup RESP
& u; V; q$ h3 O _; mGrowth funds
, H& F) x5 T; V; N$ ] w- Y5 j3 uHedge9 M# a3 z4 z4 z" }% D
HRDC
4 N2 ~' U. x) [( ?6 x. FHurdle Rate8 W# d+ i, E# Z8 V" O) H* h; [5 o
Income Distribution/ h6 x8 I* v7 I
Income funds * e' C- Z5 K7 q9 Z, |' N
Index! d8 A8 x" i! ?
Index fund9 w# a! q1 ?# p0 D% I
Inflation / U0 ]/ N: D8 Z4 C0 k- s
Information Ratio ' h: s7 V N3 O7 X
Interest & c% ?) t% b8 C
International fund
& g, _! s$ D! [; m0 B5 _0 dInvestment advisor
. S& w& y0 O) g% }Investment Funds Institute of Canada (IFIC)
# y1 v* ]( K4 C8 F* H# b) F( OLeveraging
. b# Z' {, U- i5 HLiquid : G4 Y9 n8 o% ]! S, t8 ^
Load
+ g! N2 Z3 d2 \- \# o, R; O: mLong Term Bond9 L G$ K5 c* _: c: a- C; L
Low Load (LL) sales option
5 S2 }8 A3 j; L6 |( `# zManagement expense ratio
9 i& n1 m$ P, }6 A5 Z& y$ @: G" ?Management Fee! b# z4 p) `& J8 R0 D- F }" V
Market Value of a Mutual Fund! M0 G9 z% Q- X0 \6 ~- T
Maturity
- w# t, s, ], ?* X7 QMid-cap3 ]1 w8 W! @: q R8 N8 u* f
Money market fund6 V/ P' E/ }$ Y! N
Money Market Instruments
! B) m) ^ A! |- [5 OMoving Averages2 K' {7 \/ Q8 s1 d9 O s$ c
Mutual Fund
' Q% M; X! M8 D) S; lNASDAQ4 z# y6 `9 u9 l
NAVPU
; Z" K3 } n: {" w9 z, R. R, Y( f$ pNet Asset Value6 O G8 Y3 j* Y% Y
No Load- d+ k, f; K9 e- R% Z" {% ?/ a
Open-end fund
; t* \6 ^2 D) f( M, B/ B! e+ V8 ^5 u0 [Options# |2 J [% O: Y) R. E( l
Pension plan/ ~* x, U5 l- ]
Pension adjustment
" t+ ~, d, D; |- n! C3 HPortfolio2 w( c+ R, D9 ?5 P
PortfolioPro. i4 ~ a% E" G* M5 Q
Post Secondary Education Payment
. M5 R7 e/ t6 l4 P) @ p; pPromoter E4 u* T7 o3 A5 F
Premium
. ?! J& X! V! [% jPrice-Earnings Ratio' |9 h; G5 J$ {
Principal9 G7 ^! A- i1 q1 X
Prospectus- B6 o9 v5 r, Q5 I
Quartile Ranking
; Z: r6 ~( M: \ ARegistered Education Savings Plan (RESP)
* P, V! y0 E' N+ G' M# n5 U4 E2 L1 FRRIF (Registered Retirement Income Fund) & O/ ~4 e, Y" [0 g# ~6 w* F- s
RRSP (Registered Retirement Savings Plan) 2 T+ {( p! ~5 F, V% o
Recession
0 ^: B" T5 L, m0 I7 }, BRelative Volatility! c# C R: V' R% K: E) f
Return4 v4 v9 W# S; M% c x( K
Risk & z8 o; a% N$ _! V: l- ~
Russell 2000 Index
' t! \0 z2 M# I, m" F# }8 v' N& E2 PR-squared& u. A/ L3 O9 T/ ^% Q o
Sales charge
7 ~, F! t( U, a; G. eSector Fund ( d$ A, U& N2 t; G' A1 s
Securities( q+ `2 c" V1 O
Securities Act
8 ~* w) ]: k' O+ {: q) nSharpe Ratio
9 N/ F! i9 \# c1 L/ G: zSimplified prospectus
% h% w( D" d+ O5 h0 @/ JSortino Ratio
; e, _$ m' R( CSpecialty fund/ h0 z8 A0 f/ O- u B7 E! v0 m
Standard and Poors 500 (S&P 500)
x* R7 O0 @4 v' B! hStandard Deviation * O+ B) `* z: s' E2 N% e& j
Subscriber
@8 @0 Y3 l. |Tax credit
b" L) b8 K6 B0 M; z9 `2 LTax deduction
7 S, j% i3 I3 g0 o4 F# d7 }6 OTop Holdings9 c$ j( ]- m4 d% O# X
Top-down investing2 K. H7 H5 M. I
Transfer Fee
" Z. _ l4 a/ h8 q6 E7 c2 ETreasury bills (T-bills) & h% B; j- y6 n9 g; L; r- p; _* y/ J
Trust : ^/ P7 M/ Z' X+ C
Trustee# e% o- t# A! E r
Turnover ratio
5 ^% }! @) N) F# V+ zUnassisted Capital
; i! x/ K, }' a! Z$ t% j% FUnderwriter
4 c& `9 Q/ ~* l" L0 e! _Unit trust
% P* c+ H, T% G" E0 T `# ?Value funds 7 H# |: I7 k6 ?/ x
Vesting. H1 q; Y$ f0 ]8 ~7 P$ s% f
Volatility
1 N; Q0 f9 Z( l; pVolume
: V8 a" f* ^# d0 j% C) T; yWarrant% m, x# ^8 M# f
Yield
, r5 M% W2 I: @& I. ?" _' K, @7 YYield curve) i5 A/ {, p( J* 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
