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Account Type/ E r3 |' t5 O8 _. Z
Accrued interest; l- u! _% e( @, _; L) O( l9 L
Accumulation - u; Z4 X( t! A! y" F
Accumulation plan
Q0 f/ S& ^8 r$ yActive management1 L/ ~/ D& F$ r3 |
Aggressive growth fund
9 C: F% d5 b& \. FAlpha4 Y( y0 L- j' Y+ U9 [5 M
Amount recognized
3 X/ ]7 D& `" ^3 X5 ?8 aAnalyst
; n) _) W* C6 TAnnual effective yield
) z+ \! s. c$ x& f5 L" M3 vAnnual Maximum Payment Amount
$ Y2 c8 B1 v% F: [0 s4 P: K( l/ `; R# [Annual Minimum Payment Amount 1 d. Q& F+ [8 a
Annual report
( d" J) p9 i4 N! O0 L1 \" F9 tAnnual Return, Q8 m3 d) f- J5 e0 c6 D) N: q. @
Annualize 9 x3 W& X$ O' q' L* J2 b
Annuitant
6 V2 E! h! L CAnnuity
B# w2 z h3 \( p7 N7 g% tAppreciation
' x3 G0 L8 l7 ~8 X* CAssets 7 p( B& x& O! H
Asset Mix
" i0 z0 ?0 Z v$ y; u1 WAsset allocation
3 P+ [" x3 T8 D/ j UAsset allocation fund / i0 f' u/ {( B* m% b3 H1 L; X
Asset classes 9 I* P9 c: Z6 i9 a& l2 v
Assisted Capital
1 s0 T. R; Y, P6 PAutomatic Conversion * C6 z1 L, J- k9 p( ]7 Y, z
Automatic reinvestment. S- w* a/ }& Y& Q E
Average Annual Compound Rate of Return
5 m: V. s8 m. o7 J% p; a7 h, JAverage Cost per Unit/Share$ D, h* B3 ?; Y6 I' I
Average maturity
9 u' h) n6 O* e4 G: x+ pBack-end load
& f/ g6 }) N% D {0 m% F! cBalanced fund $ h# L5 ^6 `6 w6 r( O- U
Balance sheet
; U3 J5 k; L7 j7 x- f; `5 Q, i1 l# EBank rate$ E* _% e, @" `7 q
Basis Point
- l8 X) v4 Q( D6 V/ N$ `- z4 OBear market) Q2 @+ U2 R6 k/ W% O
Beneficiary 1 M) A- g, \* L; l+ j
Beta( S2 j: i9 S; C1 c, l3 {
Blue Chip % d* |% |! ] ]9 a" d
Bond . F, P0 s# \. F7 a
Bond fund
- x3 D4 _0 w9 }7 p) Z( PBook value 0 S9 D' d" \4 l$ y( ^7 i
Bottom-up investing - f9 [0 z/ @% k6 D* @% Y
Broker
3 V K+ |+ b( ^6 |% OBull market
' b" A/ E4 Y& @, d& g9 \" w. lCapital
6 |7 f |' n" j% o$ U! j* k& ]Capital Gains
b0 s7 J& `/ _. D: PCapital loss % Q; Z- q. ]7 L/ U% `
Closed-end fund
9 _3 |. c4 C0 A9 ?* j# zCompounding
# t( U6 k* t/ a8 WCurrency Risk
; R1 Y# z, N- P* hCurrent yield & n/ K) b/ S: F/ g
Custodian , W& B9 d2 f+ o( a+ A" ]& K9 G5 m
Debenture
( a' [5 T$ i- Y: S7 g9 hDebt
2 ^. G p6 C# H' t9 bDeferral
/ p: Q0 _( T+ f7 M$ C: a, h k. }Defined benefit pension plan
4 o9 O `" H: S+ @& C+ WDefined contribution pension plan# ]9 d9 z. [. S2 I! _: l1 D
Discount
# d1 b) i2 `# P* JDiscounted Pricing for Large Accounts2 { [- N0 }0 c; x3 H
Distribution History4 @9 `" s& r6 W. |* J
Distributions/ s$ A& Q1 U: H. V
Diversification
2 O7 i! b+ F3 i0 L A4 X: T& h8 [( HDividend
4 _7 O& H* l1 c% F7 L$ VDividend fund
w8 U# n4 r8 @- XDividend tax credit4 o# _' i$ w8 k
Dollar-cost averaging0 T( L1 Y! _3 Y2 `
Dow Jones Industrial Average (DJIA), T( b. X* W: G0 Y7 p! `
Downside Volatility8 S# @0 G" n; {" `0 H# y
DPSP (Deferred Profit Sharing Plan)
5 `5 w9 ?" J4 k: n/ |Earnings estimates4 y1 X; N% s" d
Earnings Per Share
' h( z7 N0 g# `: [) [Earnings statement
& n% c3 m: G6 b- VEducational Assistance Payment (EAP)
' E2 P8 B& D+ c# Z- s; e WEducation Savings Plan
o P- b2 z( A% B3 mEmerging Markets
7 K$ E- E) Z& l1 F1 y! M+ CEquities (Stocks)
4 c6 {+ s8 J: m2 \1 ?Equity fund- x$ v% h% o. ?
Fair market value9 r0 F- m0 ~0 r$ V. n2 o. ?
Family RESP
! @ N, B% Q$ [0 K1 A$ w. y4 eFixed-Income Securities9 x2 {% L1 {- B
Front-end load
& `1 o1 h- y0 WFundamental analysis3 W6 M, \6 ^6 _1 s7 E
Fund Number
7 _5 B2 m( ?8 e# ?$ LFutures( V, Y- M1 ^) g# h
GARP. ~, ~+ a5 }: r" j7 l! h" O
Grant Contribution Room* m* ?; {- U8 T8 i1 `6 x! ~
Group RESP
* f+ Z2 f+ R0 t! l# q$ C# g" I* dGrowth funds
, X( K- i. F3 N. u) l' \9 @- H0 tHedge
+ y1 N! ?5 V, T; HHRDC8 {/ f8 K: H R" j
Hurdle Rate
1 F4 {. m2 ]9 _3 \* W# L/ ~Income Distribution, y: \ V' v- i- b- L( w: z
Income funds $ f" n* f0 {5 [+ ?4 ]
Index* h% u; L/ L, H, I+ x% ~6 Y- X
Index fund
8 [" ^7 A d& j1 b' vInflation
. t& x1 A* Y+ M" u H. GInformation Ratio 8 J4 P4 [2 V2 g) U8 S
Interest
' Z/ T. A& ^0 g3 p5 _International fund
' b( |( A" d# G/ uInvestment advisor& z3 P, `0 P# m2 j! n
Investment Funds Institute of Canada (IFIC) % x5 I5 H2 z8 r9 p( Q3 M
Leveraging
4 z3 {% q( `2 X/ \' D: r4 aLiquid
% d) T( @2 ?2 C6 B# Z, SLoad
! k) N/ q. l% G; k1 nLong Term Bond
/ J% r" o* O4 s- F; |( ^0 qLow Load (LL) sales option4 X G1 _0 J7 W n; z% N8 N" K
Management expense ratio, {1 e) e# D( c2 X2 c0 T8 i3 |
Management Fee& W0 n# P0 F2 B- ~& E
Market Value of a Mutual Fund: I6 P( c. @; v y) r+ T* y
Maturity
5 j/ D0 ?4 r9 w! ~# OMid-cap
" F5 z. k3 ^' i( X7 W& UMoney market fund f, v2 e2 o. h) ?& N& ~% }1 [7 k
Money Market Instruments
* A2 P9 `- a. H; O+ AMoving Averages* L* z/ x* c9 O% `2 m1 F
Mutual Fund1 S( E/ \1 o4 ]0 p# B
NASDAQ3 l) k" R* L6 p
NAVPU3 c0 S; X0 l* P, R' a: K# w4 l
Net Asset Value
( T* ~ F% {9 y4 @2 G) V' T- kNo Load" Z4 }2 v9 Y! Q: P$ i. `' N
Open-end fund6 c i1 c" m1 q
Options" A0 D% m: t% F* @# H8 c
Pension plan' f7 G4 O& F. D. _4 _9 E
Pension adjustment
1 R0 |# L/ v( B4 U$ t- VPortfolio
2 A: R) O$ K( Y) _- iPortfolioPro
7 }7 F( n8 C' z# ~5 h) ]Post Secondary Education Payment; I4 U7 R$ P$ E6 @2 d9 R3 G
Promoter
9 f" J' L0 D7 Y8 P9 `Premium
- i& n( S- _4 k# q( |: ZPrice-Earnings Ratio/ C! R; }& n/ Z+ r- \; f) B
Principal
9 H2 a/ M9 a+ A9 kProspectus
8 X; f2 M# m; x3 r, ] l: T6 a4 `Quartile Ranking
3 X; I2 P3 ` x( {Registered Education Savings Plan (RESP)
9 Q9 C1 f- c* O- |6 \ X- ~RRIF (Registered Retirement Income Fund)
* F i* s6 z/ I; l. ORRSP (Registered Retirement Savings Plan) ) G% u0 C! ^3 v- J; u6 d7 O! a, p9 T
Recession; M/ e6 b* I C( J
Relative Volatility
. G! b2 E8 e' j3 MReturn
# K; \2 e0 Z# B6 QRisk
3 I) `; d+ o$ ^$ t0 F# W6 l4 [Russell 2000 Index 3 z% H6 N) d D' Y' C! P
R-squared
. y, ]; }0 S; ~# o1 k5 OSales charge
* k/ w) q; |/ U0 Q; R, XSector Fund 4 S( Y& E7 ?6 V2 A4 e1 d9 o4 G# e
Securities4 Q+ y" a0 w: I( _* I% `3 G- F
Securities Act
$ ~/ C7 \- _, ?8 |" aSharpe Ratio
3 x$ `% ]8 A6 S* b7 t+ T" Z) PSimplified prospectus' B( d8 H d! I3 z1 K: q7 W
Sortino Ratio! k: B/ Y, B. n9 x' a( R
Specialty fund% ?) i) c# N& _7 u. H( m( ~0 s
Standard and Poors 500 (S&P 500)" a: b+ J9 N' j7 ?
Standard Deviation
/ u+ P4 P+ U B' m) ^' `+ [Subscriber
- J+ c8 m q- o) F) C- z8 z. |Tax credit
8 A( k4 I2 W2 b3 XTax deduction
: K0 B5 x: B zTop Holdings
! [1 ^2 J- @: @% STop-down investing4 m1 |& Y# Q8 u" t) {
Transfer Fee/ b$ o( x, R, X1 O( D0 W
Treasury bills (T-bills)
0 l5 z( u' Z5 \& W) g" J5 rTrust z" G( H$ A! ]
Trustee
& F9 x1 ^. X$ m' B7 yTurnover ratio
' g! J+ {1 d# B) j* r; AUnassisted Capital
" H8 e0 `* k2 q3 q4 ^# x% VUnderwriter9 A) D# Q- a r: ~1 a1 h. `
Unit trust3 Z$ _! ?4 S, s7 W2 F8 o
Value funds
O4 c. T" Y6 MVesting
0 U4 c6 F p. Z- L" JVolatility/ i3 X! n8 p0 m, @) L4 R5 P
Volume
1 S1 t4 k6 k. ^; sWarrant8 ?! A# ^9 V' ?
Yield' |' v( a2 i' a/ \) d7 ?1 h8 q& P
Yield curve7 u1 Q1 W4 }0 [, p8 R c; \
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
