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Account Type. y" X0 n0 Y/ I
Accrued interest
/ `8 ^% E( T4 x2 C6 ~Accumulation , I9 u) X3 k0 a$ }
Accumulation plan% y5 K4 X8 E% c, [ ?8 }0 ]
Active management! M& F. t, V7 [4 _ e8 x) j# [
Aggressive growth fund
6 ?# ]% I1 H8 y8 z9 \5 DAlpha% P9 a6 r% f' d
Amount recognized
1 D) y7 T0 d/ Z3 S9 ^/ m/ h6 Y& WAnalyst ( U) }6 {, z2 ?% S( _+ C
Annual effective yield . j; O) H: s q2 G- o
Annual Maximum Payment Amount. {- ^! y/ o7 J% u& C9 r$ Q
Annual Minimum Payment Amount : N+ u4 _9 M! d3 T
Annual report " G1 z5 R% C8 R# O- {5 D
Annual Return, x0 ]5 x! G& z6 i N
Annualize 6 [, l- K: e0 w4 P
Annuitant : J" K6 u `' p$ }% `5 l
Annuity
1 G7 O; Q |0 V7 z, ^7 D1 V) M: jAppreciation4 K' |# P0 X- R! ^. @. m. I1 D
Assets
8 _8 s/ B- A* {4 C. o2 pAsset Mix , O9 n7 Z( n! g0 s. f1 G1 L( N: [( }
Asset allocation
! D+ w- K- B6 ]8 r2 i5 dAsset allocation fund
# Y1 `" ~: @7 @. R+ }0 \" bAsset classes
3 x1 T- u* }1 f! Z' BAssisted Capital
4 Y2 p2 N6 N6 m1 _/ j' a( z/ m) lAutomatic Conversion 5 D2 D, N1 _# z7 u
Automatic reinvestment, R0 p/ s* l8 s8 |, E9 X" U0 K
Average Annual Compound Rate of Return `, g( S+ a u6 Z/ {
Average Cost per Unit/Share
) H2 s; N7 k$ [Average maturity g; Z0 x; Y8 p$ \% F0 ^; y. J
Back-end load
4 x* w8 N# j" [Balanced fund
( u/ l( x2 j; BBalance sheet
: D9 E, q! ~7 L# w w7 ~Bank rate1 H3 H& \2 ?, ~/ ~
Basis Point
5 T( A1 F i4 v2 \Bear market
/ S! b2 G% X0 \1 w- R: e8 SBeneficiary # t; b& E1 V$ b* z
Beta
' q: O v& Z* b0 H( t* T) |: C/ XBlue Chip
0 a: z) c" h0 N7 u; lBond
; g- Y" B# B+ X: aBond fund
1 [! |# H$ _! {' v ~! N& uBook value 7 Y" L! I4 b3 ^
Bottom-up investing 8 W O0 K3 f3 u7 y7 O& b2 J2 W! g
Broker8 T- W! ?0 g4 j+ e) m! S
Bull market
) C3 I0 c$ y/ ?- U- dCapital / |# [0 l2 R! {% k! \
Capital Gains
1 d: ? _5 n: B6 ZCapital loss
- R: R/ ~) Q0 |6 L' c3 ?Closed-end fund + g: t8 W& C9 \1 X/ G$ ]8 Y
Compounding
2 l. U6 a7 n2 ^: H- x) ?Currency Risk
; [# U4 @) x2 q) z: }Current yield
' b t8 w% G. v! l% t" K2 t! x8 qCustodian 3 J5 w: ?/ {) l
Debenture
3 T5 W# Z1 h. m2 L; UDebt
, S& Y$ G) c$ s0 Z, V* S! E: fDeferral: \ A0 N! |+ m% }
Defined benefit pension plan
3 f. a w2 i9 x+ t3 R% HDefined contribution pension plan
1 V1 w1 e/ g. \$ }Discount' n9 _0 k; j: u
Discounted Pricing for Large Accounts) ^+ D- A/ L7 Y3 f8 j. a; ?. ]
Distribution History& j9 T/ p7 b+ T% B- ?( w7 c
Distributions) l1 I+ [* w7 I, ~
Diversification" s- W8 K3 h% T% ? n2 j
Dividend3 g/ N8 o% N4 V ~9 {
Dividend fund
$ C& N. A4 T. [. w: [' h- BDividend tax credit
$ Q7 w$ n" X2 J# q+ F0 yDollar-cost averaging
8 A7 X' z( F/ [. p! X/ O8 DDow Jones Industrial Average (DJIA)
& ~. F% R5 q" E$ \* u1 JDownside Volatility
9 b6 q0 }2 g% f' r- K" Z- ADPSP (Deferred Profit Sharing Plan). p- L+ a5 b# X0 V
Earnings estimates
6 W7 H' ?" @3 U1 ^9 bEarnings Per Share u& O [- S! x
Earnings statement
6 }) J: O0 q# N7 a0 KEducational Assistance Payment (EAP)
9 n E8 r, M5 W" T2 T1 |- k0 K7 tEducation Savings Plan
8 K' R! G2 S- ^0 }6 M' C: @% VEmerging Markets
- K2 W% f4 K4 W) gEquities (Stocks) 3 b7 l7 K! L6 L) |% S
Equity fund
" I8 }6 Y" R; lFair market value
% U; u. O( M$ {8 }' t1 {% C7 Z% iFamily RESP- C' B7 m$ f) L. g* r, T; c2 U0 \) A
Fixed-Income Securities$ v1 @0 D6 J2 C1 z5 M
Front-end load
7 q; N9 s# N3 D) I" U1 ^ m( Z. t) t: EFundamental analysis
% a+ Q; ^4 [8 ^" e( \& M. WFund Number; m3 n V S. @3 k+ n( a- e4 O
Futures
/ b7 d* D% g% @8 [& P' i; ~GARP) p# c: i R$ ]2 ]( N" g6 [5 h
Grant Contribution Room
0 S8 P+ G" Y* u& _7 ^" m8 IGroup RESP4 M3 x' t. p3 g( y9 j5 `& v4 v
Growth funds
/ e) \0 A! [( j9 EHedge& a6 o e, h8 x* a0 @+ p/ [
HRDC6 `; P* h1 i2 e- H+ y( c- ]
Hurdle Rate9 P* g/ k* r, V) U0 f3 g9 G
Income Distribution
7 |$ E2 J& w6 e& U, ~9 H9 ZIncome funds 2 A; L. f2 q( c3 o, u
Index
1 g' G, B% U$ L9 fIndex fund9 H8 V+ B7 q9 m, ]3 ?
Inflation , ]- U8 d; C' P5 `1 X7 o
Information Ratio
. d" h+ O, D0 b9 X O" V/ kInterest
* i" k* @( r8 d: mInternational fund
0 t" Y. e- z6 ~9 k8 lInvestment advisor8 I- G; E$ _) l5 T
Investment Funds Institute of Canada (IFIC)
b" G' _' _/ L( eLeveraging% \' c$ J9 _1 r6 q- S
Liquid 5 C# Q% q. c# j: b/ F- b$ A( Q
Load
. i. K' h# C) d3 T1 n& }, G' K3 zLong Term Bond5 o' D/ b' _: t; A: w+ O
Low Load (LL) sales option
. y# B' R9 |7 J9 m. P4 p( o$ aManagement expense ratio
' Y7 J" _, d" [% d/ LManagement Fee
1 d- Y, U# ^8 p8 I+ I6 m* ^) S( nMarket Value of a Mutual Fund t; v$ Y! N* N2 ~$ _
Maturity
. ?2 `4 Q( l$ n* F3 @1 k4 VMid-cap
6 Z3 y) h. v/ }' cMoney market fund
% w3 g L$ b6 [Money Market Instruments
5 q7 j1 c) J. a& K5 v! N YMoving Averages
: ]0 L- b9 j. d2 C0 c/ {8 ~6 aMutual Fund( M6 n0 L' w/ f) F& ~$ a
NASDAQ
L& s9 p) v; B$ iNAVPU% K( T6 @: D8 R. G6 q
Net Asset Value" ] i2 F5 l8 m
No Load& w7 {) V5 b5 k8 Q% G( ?
Open-end fund
9 I, \2 l% ~& s( j2 I9 pOptions
, e4 w* ~# h5 G! W5 B+ tPension plan9 m, J* }* R5 d8 p: y2 r
Pension adjustment$ ?0 a4 k! y2 V: F# Z
Portfolio
4 M) W' I1 w6 l# C% P" ]( pPortfolioPro
0 m7 ^9 Q! G T0 m( ]5 P+ T9 @2 U! iPost Secondary Education Payment. E( y+ s) Z, e2 ]
Promoter
. K4 G/ q4 Y KPremium
4 P l) ~$ x9 @6 |, Z# ]; YPrice-Earnings Ratio
9 @( n6 k$ |7 c* G' y3 F9 m8 IPrincipal
4 E+ v6 I+ F8 x$ R" \7 zProspectus
0 I) j- P7 m! PQuartile Ranking1 q, j( a4 J1 L
Registered Education Savings Plan (RESP)5 `# Z1 Z2 L% w# [) j
RRIF (Registered Retirement Income Fund) & k A: j3 G! ?+ a5 k% V2 N2 y$ O
RRSP (Registered Retirement Savings Plan)
0 H7 T8 ~- n/ X3 W. Y. J$ O9 \Recession3 R" a; A) C" t
Relative Volatility m ?8 d7 F5 t
Return* k( R5 y7 K% B. u
Risk
. v5 X6 r+ r3 fRussell 2000 Index
0 J9 e! t/ J! S; Z+ m0 ?R-squared. D! E' L U: H9 l* V
Sales charge* Q8 S! C1 g! x4 o
Sector Fund $ }. k5 o1 [8 f" v( Q8 v9 D
Securities
4 w0 q& u2 R5 Z. t7 ~Securities Act
: r p b( j$ HSharpe Ratio4 H7 W4 O2 Y: A8 F& @8 r
Simplified prospectus7 k% P: H/ p, z# d7 h$ m
Sortino Ratio. ?% O) q! r3 ^/ F5 e/ u
Specialty fund$ @9 g' R& `( n! J
Standard and Poors 500 (S&P 500)4 ~% s9 k4 ~" Q* y
Standard Deviation 3 j: M; j4 f* v; }; y7 M% A
Subscriber
, C1 h$ S; Z3 [7 l; F! h+ iTax credit E) a$ j1 q' u' \9 \: W3 v3 g! T9 k
Tax deduction
# A8 ?5 z8 H% d* u+ h5 H+ \Top Holdings
* K( K# x# [+ V1 `- x* ?Top-down investing# \' ^6 s6 t, y: T; B" U% G
Transfer Fee
$ U4 E$ X% h) mTreasury bills (T-bills)
. r# k9 U$ ?% u9 UTrust 4 @3 d" A: n, G
Trustee
. ]* q% S/ T b- TTurnover ratio
0 `: q* a8 D5 |& ~2 G) e' SUnassisted Capital
3 l( C( l: Y \. | dUnderwriter
& A) T+ D2 M; g9 bUnit trust
0 s% _5 I' n6 {Value funds 4 j1 s5 |% p1 h6 h
Vesting7 I. O1 @' B4 l
Volatility# c) f+ G: O$ }) M3 s1 j* q& E
Volume 8 L! f2 {! Y5 T3 n/ k- U
Warrant6 g# _# v: P7 e9 g
Yield; [! S* M, [5 V& _7 Y
Yield curve
/ Z( R L b! o) m D, iYield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
