 鲜花( 0)  鸡蛋( 0)
|
Account Type
; `$ ]4 X( c( NAccrued interest: k3 m: {# I5 l# C9 T- ^ h
Accumulation
' E1 r2 u9 ~+ H3 V5 bAccumulation plan4 M7 r" ~! g9 H! q W$ N2 s
Active management; m8 W+ y0 h& C* s8 h
Aggressive growth fund
& Q6 P$ N# D$ `# pAlpha5 u1 T9 ^" P2 T) l" G9 z2 y0 }
Amount recognized
2 N5 u1 [* U. R' F7 c5 mAnalyst
' ]/ m- r% h: M& ^Annual effective yield " J$ u2 _7 W+ @. i# r \. m
Annual Maximum Payment Amount
0 p* u$ t1 d+ E5 D% M' w' lAnnual Minimum Payment Amount " B L I6 X/ F) m
Annual report 1 T# p" C+ N6 A* K) o$ @0 P, M
Annual Return
8 V3 Z6 r M8 D9 f0 U- ?Annualize 5 g# F* j. t4 r: Y" N) H$ ]" E" @3 x1 z
Annuitant
( o2 z' X7 m& J) LAnnuity 4 {! Z' D' _5 |, Z) |
Appreciation0 l1 V/ B: c$ w" q, X
Assets
1 P5 }# h* P6 l. ^Asset Mix
; a8 R6 z! V+ O5 R" t/ c" E0 |+ o5 DAsset allocation
* I- v' A* C& b& T) j7 ~, X. ZAsset allocation fund ( v w: _" I3 X$ C
Asset classes
; s4 k' u3 K$ G9 ~( p" q2 BAssisted Capital
i4 b! w5 c1 X6 X' \9 k( IAutomatic Conversion & f7 E" H, n; { j
Automatic reinvestment
' H$ V. Y+ y% h; V+ A* wAverage Annual Compound Rate of Return & Q7 C- k7 ?. Y) \1 g; |, E& X
Average Cost per Unit/Share% @: F4 { r& A% ^
Average maturity: F( o# a4 Z- C3 M7 [, C' }# R" f
Back-end load
L2 F2 j. ~( h* T1 ] tBalanced fund : d; j q8 e" j! U0 a$ ^
Balance sheet ) M5 M6 t% x3 F5 n
Bank rate
5 Q; Q* Y4 }, H- EBasis Point ! V. v# ?3 Z* h* ~" ?' Y4 O3 O! Z
Bear market
2 H3 Z4 V1 Q# ^ B }9 O8 `7 |) mBeneficiary 4 l/ n: L5 P/ ]5 v% z
Beta# f" P5 x( Y5 b/ G2 w* v" E3 i; K
Blue Chip
) {9 {+ g- ^. _8 VBond + L% `7 D; m5 H* k. P. A2 J+ G$ c
Bond fund & A$ R/ k8 n- F; p5 ~; @
Book value & ?1 Z9 [2 D. v6 e4 j9 z
Bottom-up investing 0 x! N B5 |7 H" }! j! n
Broker I$ [# j C* @" b' r
Bull market5 _ F# r/ R4 F, y1 B
Capital
3 y" e0 ]# A0 {) l" G& JCapital Gains
8 N3 L2 Q. B, h: x8 x5 w7 x( l& ]Capital loss
; l! i G9 R$ j0 k7 t; j3 yClosed-end fund
" x8 `* `. _ n2 n8 iCompounding
# }/ I0 p/ v# b* JCurrency Risk / B9 c" l7 w6 S) v" l, ]$ U
Current yield
' U# o5 W _7 @- ]. m# gCustodian
; W% o2 B: E* M0 w$ K1 p! {4 ~Debenture0 p8 h \3 D; i% E q
Debt
9 a# G) G# l; L6 Y8 P4 C sDeferral
. _/ V2 s' f! F0 EDefined benefit pension plan
/ F( n0 B* A0 Z. r. uDefined contribution pension plan
2 i+ P7 e! Q" WDiscount
3 y% c$ } E% b% tDiscounted Pricing for Large Accounts/ \2 V; a" H8 R4 |4 s1 x) _
Distribution History
! B; `% \: T3 Z. uDistributions* q9 b7 N# O! h* q( E/ G8 H) t
Diversification
! B# G8 }- X; z$ `7 m: [! nDividend
+ T) Q# d6 t) x( WDividend fund
2 `; w7 f/ K4 i" UDividend tax credit) G" G2 K. r D& o- O. {
Dollar-cost averaging
/ J2 w/ W" r" C% g3 e% ZDow Jones Industrial Average (DJIA)
& X; |1 C8 n' }; t, PDownside Volatility
N) u4 M Y# z& F$ `6 b" F; oDPSP (Deferred Profit Sharing Plan)
6 S& n) R( V2 k) @Earnings estimates6 b w9 o2 w9 V) a
Earnings Per Share/ g2 V3 b$ I3 K. f# Z, k
Earnings statement
/ X- G U7 Q8 j. IEducational Assistance Payment (EAP)$ A( N# z0 K- }) r# D
Education Savings Plan! X* ]. u# E+ e; V9 r% k" d
Emerging Markets
4 z2 l+ ~6 g7 _5 G5 pEquities (Stocks) - G* [0 [8 L1 {1 z7 Q
Equity fund
( A8 U6 y8 B" q5 ?- q! `* @* bFair market value
9 I) L8 s6 k& V8 [# A3 ]; XFamily RESP
* T# u3 E! g& FFixed-Income Securities
" ^8 ^7 @$ l( h- S* T: `Front-end load
% C/ V! w3 [9 u! p V/ eFundamental analysis( j" f( c- s& k0 c3 @1 Y% z X* h
Fund Number
n5 c k- n2 { }1 W1 e1 ZFutures+ v; R! k0 {. T
GARP
# m' j( k3 Q* O8 Q; X: t4 lGrant Contribution Room
* I; Q1 J: S6 D7 g( A# BGroup RESP0 o, X! z$ l0 i8 \
Growth funds
8 z5 Q3 H3 {4 G: QHedge
# x3 k" _, `$ THRDC0 d/ q* x& Z4 R
Hurdle Rate' |3 o# p' |+ `
Income Distribution. n& {; w, a: ?' {2 N! I2 x+ k
Income funds m! w# ]! W) U
Index
- _/ D. w$ C7 |, j" v& ^" S' s, o: aIndex fund B$ x6 W2 q r# b% b
Inflation & ?. ^! W" w# J0 q
Information Ratio
0 T* r0 D- H3 A( q D9 eInterest
3 ~2 I, `/ r: X CInternational fund
9 \8 }& H9 X, {9 [+ q$ W8 W/ PInvestment advisor
9 t G4 h8 J, S% cInvestment Funds Institute of Canada (IFIC)
! F, i& D/ ^* a$ A$ f# {/ DLeveraging
7 q' i( _! Q( wLiquid
: X7 |# l8 x' }Load 1 m' V) J' k% m+ }" f9 ~
Long Term Bond
6 p$ P+ k( B, j1 nLow Load (LL) sales option7 b7 ^, J* P% f" d% y! I
Management expense ratio
, F) n" z; a0 ^1 `0 g0 F( `Management Fee
5 Y% z w, O) J) i0 nMarket Value of a Mutual Fund
7 f K1 Y' ^; @, j/ ?Maturity7 C, q- S+ j$ s# v# h0 Y7 _. ?
Mid-cap& F7 b4 x1 p8 f$ N) `3 E% i! v8 r
Money market fund3 v" n1 a" A. F, P
Money Market Instruments
( Q' U/ q6 H' ]+ _9 p7 x. |1 K9 u* JMoving Averages% e! U6 E6 `' }$ A3 w0 k
Mutual Fund) O2 |: }8 d4 [! N# V
NASDAQ
+ C) m @5 ]! N: iNAVPU6 O5 [: @& W0 c( Q
Net Asset Value
% S$ x) n0 C: }( jNo Load
# N' l/ K* {& o% b u. w/ k+ ROpen-end fund# p$ w" j8 P7 c7 J' U% z; o
Options
' ]7 ]( _& y+ wPension plan
, R2 ~' ?! K# t4 U: W m/ fPension adjustment
( s Y8 j* u# i) o( ?" W& ?& t) CPortfolio
- h# Y# i- y5 e) [' e- qPortfolioPro
* N3 L" p& W* Y) Y+ \" @Post Secondary Education Payment4 f4 r i( b2 C* z- Y
Promoter2 e& \. C5 _' f; t
Premium+ x/ h# t, d0 t+ H
Price-Earnings Ratio
) o" ^9 s5 z, G( {% APrincipal' |& P% M" Y3 V6 p; ~
Prospectus
$ O9 C, Y: Z0 Y& u3 pQuartile Ranking$ o2 w5 w" \4 j; R
Registered Education Savings Plan (RESP)
, w4 F/ O( K, D3 Z* j, cRRIF (Registered Retirement Income Fund) + S, K% b7 I9 {/ T9 _
RRSP (Registered Retirement Savings Plan)
' l+ L1 P# O2 QRecession9 T6 Q$ R. V, O6 D
Relative Volatility- y( K) @1 s3 B0 K0 R
Return+ S* S, S; b1 |$ l
Risk 0 X; A/ S+ |! q
Russell 2000 Index
5 z; C; W1 Z4 `R-squared9 I7 u2 g; X8 C8 k$ z4 |2 }6 k! a
Sales charge7 e, R( c6 O6 p8 Z+ X% k0 q) b- U
Sector Fund 5 k1 D) e& W: ]
Securities
5 C% X! }! b6 _) |0 }2 K- N) P, ZSecurities Act
" N3 E4 N1 f" ?8 A4 iSharpe Ratio6 ^5 E& z: O8 L/ i8 s1 K7 Q7 ^
Simplified prospectus
6 J4 p# W H% E; ASortino Ratio4 K2 X4 X5 a) X5 G( v* A& S( m
Specialty fund9 K( P4 ^5 f5 B' O* Y
Standard and Poors 500 (S&P 500)
f" H5 r' \1 I2 OStandard Deviation
+ y+ W. ^/ L7 B6 ^' B9 DSubscriber
9 s) \) S3 u& DTax credit
N& H0 L/ @+ s6 iTax deduction
; F" M. {: k% B6 ]; g; m/ B8 mTop Holdings
+ r5 a* h! u" |3 `0 q# iTop-down investing# K, Y5 g1 \* c) E5 b9 y
Transfer Fee
% G2 r6 M" t9 b7 OTreasury bills (T-bills)
( Q" U: D3 [ rTrust + z5 y# V( Y# u' E3 t
Trustee
, @% H9 O2 n! f9 `# wTurnover ratio / K7 }& Y. E) L( ?5 [' R
Unassisted Capital/ T$ V1 m+ K; `. C8 _+ E# d
Underwriter
" p: v" C4 W" g" @8 P/ C$ a+ T, PUnit trust
# l& m0 i6 q% p2 c( q: tValue funds & b7 R5 p8 V0 n( U& W3 u
Vesting# K& H) S. t; p2 B7 H
Volatility, k; K1 P0 _$ t# u
Volume ' ?) \# D6 G x; r! z! a" `! m
Warrant
3 R" L- }7 c- F' J' y9 o: wYield0 u% Q2 P" m- D2 {$ z% P! S
Yield curve/ O1 r- d( i1 l0 P+ w
Yield to maturity |
|
狗仔卡
发表于 2008-9-22 21:19
提升卡
置顶卡
沉默卡
喧嚣卡
变色卡
显身卡
发表于 2008-9-23 23:22
