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Account Type: O8 H) z, G9 u* c4 c9 \: C
Accrued interest
, L: z B X7 i; u i" IAccumulation % j; v3 D1 Y2 N/ j4 q# g; z. l
Accumulation plan
2 v K, e! n" w2 o8 T) B- jActive management
: b% [' O+ c2 P- ~4 O6 f' R/ C5 {5 a6 CAggressive growth fund
! J- a6 x* H/ S4 ^Alpha
9 _% t" N6 Z0 ^Amount recognized
7 l9 |; N( c1 J7 D: XAnalyst 1 m' Y5 ? f& H8 I& x
Annual effective yield
$ z7 a Y/ K& gAnnual Maximum Payment Amount
: c, ~ r$ O7 z/ P; t' r/ VAnnual Minimum Payment Amount
+ ] q# r% S% \' o* gAnnual report
( O1 Y! {0 r! J3 I, w, |Annual Return$ X: k9 e+ L# h9 m
Annualize
7 T% l3 ?+ r2 S+ P+ vAnnuitant ) h) B6 a/ u, L4 Z8 V8 Q% P
Annuity
0 X$ i3 b5 N4 M" ~; `, x) i$ i9 ~Appreciation
. m3 a% ^0 W" b: U e eAssets " K# S( Y+ N/ e! P; j/ q* I
Asset Mix ( _. h3 A. F% @6 ]* E
Asset allocation 8 p( N/ D) q: P# g
Asset allocation fund 3 C6 m; o/ |( U
Asset classes
6 K6 t1 X) f/ ^& ^+ hAssisted Capital
$ ~9 e' O; A3 ?; n* hAutomatic Conversion 1 F7 f" \/ A( r2 `( U, {$ D/ O
Automatic reinvestment
. f$ y/ y) ~& qAverage Annual Compound Rate of Return
, A9 {% [6 P6 T0 u+ o0 I& dAverage Cost per Unit/Share8 G) H6 [& t& { a' m9 `
Average maturity1 S; J1 h! Z3 J, E3 s; D
Back-end load 6 i% J4 l9 Z) r. A9 U; I, v
Balanced fund
! g* u, E8 [& T' A: ^! CBalance sheet
8 n t* g2 U& h% RBank rate
. m; p) D/ x* J: kBasis Point . O7 J. Q' D7 k* h9 x
Bear market
1 b- E! _ x, h; {Beneficiary # O6 p z3 x% W; s
Beta! v$ e! K4 R7 t0 g$ E
Blue Chip , b: E, F) t) ^/ ~* ?
Bond , T' @2 o. k G4 j- ^/ z, F0 D$ W
Bond fund 6 l0 J/ s3 |% W# k1 q1 G3 F3 _3 f
Book value
; G1 M0 R) H4 m# I' B: Y/ w; hBottom-up investing
1 h. i% J# ^0 i: _ e' aBroker
/ L0 B9 s. [- q' O/ L3 p O4 s1 tBull market
( r9 W: b! o7 f, |" HCapital ' `/ N7 i4 N5 o& A @# k
Capital Gains
- e- b) \. E3 [Capital loss
" T# U$ `- `. Y7 q9 o, `Closed-end fund ; ~9 x" P( X9 t# S- l6 E
Compounding / H8 |1 Z& |- k( s
Currency Risk
1 G1 Y' |: n' f, I% {8 bCurrent yield
, e2 n6 I m; C, ?& S* j& U4 VCustodian 3 @2 y6 ^* `) h- U, Q3 N! ~$ t3 D
Debenture- h; \8 p. b+ L& w$ i% x
Debt; l- Q" _: a# _$ a- \; W2 x0 [2 X
Deferral
% q8 z7 L* ^/ m& K6 B, |Defined benefit pension plan
4 u/ A0 s4 V* g9 Y6 aDefined contribution pension plan8 l$ L3 K" x% [! A5 s# \
Discount/ q0 h* z; B4 m/ j: B2 {/ ~' o
Discounted Pricing for Large Accounts1 z% k1 n# A; g1 ~1 u, [6 S
Distribution History! E) ?* V4 g5 n+ k- G" c
Distributions
) d$ ?( A: y+ [/ V2 kDiversification9 a+ ?) e, J/ i; g
Dividend
) M$ _7 j6 X; [* Q, E: u( G4 G! C- LDividend fund) e1 b% U( z* o" T9 X ]: Z1 F( u3 [
Dividend tax credit( Q9 g7 y1 B T% c6 n+ W5 W
Dollar-cost averaging
* h& s- N7 ?' HDow Jones Industrial Average (DJIA)9 l+ O( {, s" v! G
Downside Volatility- o& P8 [0 I, q! }: u, c. g2 j7 \ ?
DPSP (Deferred Profit Sharing Plan)# {0 c8 B8 E1 m
Earnings estimates# v& }! M& b9 t7 i Y# f& x
Earnings Per Share2 t2 q, P& P+ a7 C) o
Earnings statement/ w$ Q) W8 w4 _, _4 w$ |5 k8 ^
Educational Assistance Payment (EAP)& H. {7 L9 u# J; o
Education Savings Plan
. B" D9 y0 p h7 [2 r( g2 REmerging Markets1 r. Y' ^& F$ p/ C7 t) N
Equities (Stocks) ( I: \8 @& S7 `8 i# G
Equity fund0 o( x' W I+ J
Fair market value: \- F. I2 V# v$ \
Family RESP
* X# J# l4 R8 u9 _Fixed-Income Securities9 a7 B" t5 H, S; |2 g
Front-end load
0 I. x( h9 [0 O2 J* L8 Q* EFundamental analysis
H2 z- `' Q# }- L! y4 KFund Number) O$ e( K& C! G' x! E9 z% m
Futures; P9 M. c% ~' P4 U
GARP- e E' y6 P$ d0 A1 T
Grant Contribution Room
+ f0 n2 f# U' ZGroup RESP w" M- E* j4 x0 Q3 a
Growth funds
" `! i$ L7 p! r% i& `Hedge) E3 C$ b! g' U2 Z% o
HRDC
U$ \3 ^! W* {Hurdle Rate
+ D* r6 k: k4 R q- OIncome Distribution3 ^1 [: E2 d: z4 w. V% E
Income funds
6 `: ^6 \5 |# d- ^! ]: j: E8 D& hIndex
: I( T* u. W( A: w9 |2 j1 nIndex fund
" C+ |% s( r- KInflation
7 g: M& \5 ~: C b+ ?9 O9 XInformation Ratio % V. A& y# T6 \; _# \! [$ i* _7 g
Interest
* u" m M7 K! e- x) ]* J2 ~; _! [International fund2 O; O& `) i. b7 p
Investment advisor
3 f" m7 x/ T2 v% q4 BInvestment Funds Institute of Canada (IFIC) 5 B( }5 H/ ^9 s) W! R8 M4 I$ z+ F
Leveraging
3 A5 O" W9 U; o" N/ [' i$ lLiquid & {) @) P5 |4 A# q
Load
* T/ a7 N" v9 @. f: _' NLong Term Bond
; y! u, n6 O B/ M6 i4 jLow Load (LL) sales option' A, l' g6 Y# Z! U' r, |% b& ~0 C
Management expense ratio! P/ r5 o& }8 U7 J0 e
Management Fee1 i: w; M }/ q! u( g
Market Value of a Mutual Fund. a+ m% Y! F5 l" u9 k: Z. g# x( b; U
Maturity& x6 E# n6 E! s5 }" y# V' h
Mid-cap
' ~- G* X, R; j. v: L6 hMoney market fund) n/ L! d, {. j& w) G5 L2 R& L
Money Market Instruments
* |5 p2 {7 q3 r) oMoving Averages9 N7 K# ?. `' R9 M ]
Mutual Fund
& S- X& Y$ Y3 v2 C/ dNASDAQ0 k2 X: w* i) C- D2 V' G" l
NAVPU
- z7 ~6 f) E! ^! |# t$ p8 QNet Asset Value$ g! Y8 U% b4 i q7 S2 S
No Load1 ~# t( g, _9 A& t+ ^* [
Open-end fund3 F A+ P3 U6 e- ]& \
Options# w. m/ v8 B" e& r
Pension plan) k0 m" m; K# V" V; Z9 @/ y
Pension adjustment/ X* o. J% ~2 w) f' f
Portfolio' w$ e+ h4 L2 t& z. y
PortfolioPro
- @/ s* _2 j! ?$ ~3 r( W" JPost Secondary Education Payment
5 p2 P$ s6 _0 K; `% r7 wPromoter- |$ A1 J8 r0 m% \1 r% i
Premium
7 X- A( [$ a. x8 ]9 u7 rPrice-Earnings Ratio
* T$ \$ [ n9 D+ M4 XPrincipal
8 P$ o6 ?$ m; @, p d* ^1 f- IProspectus
7 v/ r" v/ c2 y$ q: D" i0 QQuartile Ranking
) ?& R2 p% q( t# C9 qRegistered Education Savings Plan (RESP)
. X R0 `( w* q9 S# tRRIF (Registered Retirement Income Fund) % C( }! L+ r3 `! O5 B& |
RRSP (Registered Retirement Savings Plan) # j; v( D, }5 V/ X! g. @+ @
Recession
! `2 b s9 O. x" X- l- H* IRelative Volatility. r+ X5 t& C0 }1 |) X; B R
Return
3 b$ E* W$ C$ l5 DRisk
" @0 ~' c' U7 ERussell 2000 Index 2 V5 ~9 O! @ O3 }# s5 L! i
R-squared) l4 ?3 N1 x! l' B
Sales charge- Y% j. n0 C* V+ \& |
Sector Fund ) h8 L7 P+ P% U* L
Securities
# j$ D4 m" r- ~$ ?Securities Act
+ h, F ^' g v# j9 KSharpe Ratio
5 J2 D1 b, L0 l- {6 V JSimplified prospectus( s2 g' a! L' C# y
Sortino Ratio
: B0 C2 s+ z0 SSpecialty fund
$ T7 [4 T# A( r4 T6 fStandard and Poors 500 (S&P 500)7 k6 h, _- ]8 k/ D5 c
Standard Deviation * ^6 d; _- e( c# @
Subscriber# G6 ^. M' R n0 ]2 U' T
Tax credit0 E" S/ B8 s- {) n& E
Tax deduction, r% A% u. @& g
Top Holdings
! R* H q! X y' aTop-down investing
% f" N2 ^1 D1 J/ C" x" J9 f" f0 V; L: yTransfer Fee$ @/ r/ D. E8 @: z. ^
Treasury bills (T-bills) 1 y2 V6 r3 w& d( K5 ^' g( O
Trust ) y3 q4 a: z! K _+ v
Trustee6 t4 Y9 R- [3 C: e- d7 M1 z
Turnover ratio . J* b" r5 j- a5 _/ W1 r8 j8 i1 ?
Unassisted Capital0 E( b; j; j! B* Q$ p: _! ~5 _) @9 ?
Underwriter
9 [' O9 c. h& K7 mUnit trust
' S) o3 a+ }; A) M0 aValue funds # \1 Z: ^6 v: a& L
Vesting
- g6 }/ _$ F+ ]" W QVolatility
6 D+ j2 ^- g1 {9 k2 JVolume 5 T! L7 T: e2 q7 d+ P8 G4 U
Warrant
4 c. h) w5 s0 K; I- ?) v) AYield
* R! T* e4 R4 s3 ~Yield curve
0 m: |7 W) K- F0 E4 cYield 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
