 鲜花( 0)  鸡蛋( 0)
|
Account Type+ I$ K& ]2 D: J' V1 w
Accrued interest, P" f7 g8 s2 v. l, f8 c& k, r6 J
Accumulation
9 q8 ?! P. H8 BAccumulation plan
, G9 i) f6 S) Q9 z- o: _' y4 u" aActive management* I8 u) |9 I9 ?% \1 z8 C
Aggressive growth fund 2 R$ {3 x7 V$ G0 }1 U6 m; i6 U
Alpha" S4 {9 V$ T& V. m6 B
Amount recognized
/ _$ D9 |$ n/ m( C5 S1 GAnalyst
# q( w" t9 X. D u7 rAnnual effective yield
+ n1 P8 I) }4 C/ f8 xAnnual Maximum Payment Amount: I; H+ U O9 d( V0 K6 J
Annual Minimum Payment Amount
1 o/ J. E; c8 }% U" \Annual report
/ S: Y5 H1 L- t+ `$ b' q" z, iAnnual Return
) B# r; W$ b& Q" s8 oAnnualize
$ u4 }/ Y, \& G5 K( y" mAnnuitant
! _$ K0 s$ H$ o" Q% U7 FAnnuity - u+ w$ ^9 M' z0 b
Appreciation+ C3 G' G' W7 ?
Assets 4 `9 |; @* |" T* t3 J; p* u, S
Asset Mix
$ r: N; |$ F- s2 B2 i/ _Asset allocation & @, D) t# i& r
Asset allocation fund
$ ]6 x! `6 {! L' B1 HAsset classes
; \& e2 W$ m9 T4 R$ ~4 H# ^; CAssisted Capital ) r. [) w3 k# k9 S9 e3 S' @
Automatic Conversion 5 u1 ]% C* k, H" {
Automatic reinvestment
1 ?7 o+ o1 N- K4 L9 ?5 yAverage Annual Compound Rate of Return
! `4 p* |; N8 S% cAverage Cost per Unit/Share- X$ j: \$ y4 x4 y' t- u2 z
Average maturity
, O! M2 ~' B! M$ wBack-end load & V9 s( E& P9 r, u8 r' o
Balanced fund
- C) L/ m5 g, RBalance sheet / j, ^2 p7 |* L& j$ \) K' F
Bank rate" p: U; t6 e* }1 u1 L6 N) s: S
Basis Point Q$ {. R. P' j# a
Bear market
8 B- t" n$ o$ MBeneficiary
4 u: v0 a" \2 y& o; b' P& DBeta
$ h2 M2 H: p& P R! v2 Y: h8 tBlue Chip
0 _2 @5 l7 ]7 l7 J) Y) zBond
/ @" a" p) A0 V$ w# y rBond fund
1 c0 `% I- ~! @/ ^. _5 X9 jBook value
1 w6 O1 F7 o7 i/ f, {Bottom-up investing / R+ R# I$ D" v3 l+ X+ d/ s
Broker0 i9 w; b% D6 T: |* ]
Bull market* Q' }5 B! p# U9 }- H1 K. s
Capital
h# F, v7 _$ C: `$ T8 k# e$ DCapital Gains
0 S' T& u9 Y( r) y* kCapital loss
2 E7 R8 ^! t) L$ E. AClosed-end fund
2 T) I u, Q( @# ^Compounding T3 {( a) p& C6 d$ S) ^6 S
Currency Risk c* C5 h- h# Z$ R. c6 K* i
Current yield
# S o5 R6 ~2 M: i+ ^6 R0 SCustodian
7 a+ A; S* u `" VDebenture
3 a' i7 u/ I2 fDebt
# R6 \: w3 I8 y9 h- l1 D" o6 zDeferral+ ~7 m; I$ }$ [6 `" i0 W: D5 {
Defined benefit pension plan2 \1 e6 J, g6 R% [& ]
Defined contribution pension plan7 b4 E9 Z, ]2 ]% k. L9 V" o
Discount- J: W# u: e% y9 D* n
Discounted Pricing for Large Accounts& L+ P, a4 ^5 q, j- W$ J3 f' u) \. |
Distribution History
5 p# W5 p7 M h& P9 uDistributions
( X# V& V' q A9 {Diversification
4 _7 F: {: M( C/ T. PDividend
1 y2 Y1 C3 b) X, kDividend fund+ O% S% o# D* U1 f9 F9 M
Dividend tax credit& L! B/ ~% _1 S7 }: y9 P
Dollar-cost averaging
- v6 y" F% u4 E; I- F }Dow Jones Industrial Average (DJIA)
8 U$ H% s" o: R1 BDownside Volatility1 |3 p) N, m7 J( D0 R
DPSP (Deferred Profit Sharing Plan)
# J# t0 r9 k3 h MEarnings estimates
/ k6 c- u- ~! J, t( T" _Earnings Per Share# f, N/ a0 n. ], M) C4 m# @* X
Earnings statement
- `7 o' K8 x4 M1 i& u! J n: zEducational Assistance Payment (EAP)
8 T# l# M5 G d( \. jEducation Savings Plan
2 e- |1 m) l3 t* l- f' b3 V+ Z6 M7 sEmerging Markets
9 p, o* d; l7 V5 H8 ?2 h9 dEquities (Stocks)
" F, g G" C1 k7 h# wEquity fund
; S. i8 V7 I8 r+ ~1 V/ W- T( O( SFair market value+ x, M& @1 P4 V
Family RESP
- X; }. f- x. b, m2 T/ LFixed-Income Securities' B# {0 I: {7 @/ F* H
Front-end load
% w0 V7 Y' c" ~, D: B5 lFundamental analysis' k7 g' L% |2 C5 K; K
Fund Number% P* ?+ d$ ?/ _/ v
Futures5 G) D( ]. h, l- Z
GARP
* I/ u6 g9 N& e6 UGrant Contribution Room
- a; Y$ K$ C! |5 UGroup RESP8 f+ H" i2 {0 D7 {( L
Growth funds
' X! d* w9 M. hHedge& D @6 G7 g* _ O
HRDC
. A K5 `, \% Q$ `Hurdle Rate( r0 |0 |/ @/ w; I. m$ I9 u+ ~, o
Income Distribution2 i$ q u! j0 Y
Income funds
$ [' }* q5 b1 G" |+ L& b4 z8 r4 qIndex$ w3 U8 x, q# |/ o
Index fund
. }& I: b$ H4 \" Q @# r/ TInflation & V" P- n1 i4 w/ F" Z _7 M
Information Ratio
' w) R4 @2 \5 `% r: [Interest
Q& m+ {3 `4 c9 ]International fund
, \7 [$ ^/ d, @0 `Investment advisor
5 @1 d( H! ^) C8 CInvestment Funds Institute of Canada (IFIC) ! \1 P1 r7 _! L
Leveraging% R3 W# T" M! ]6 J
Liquid
8 t- p# q6 Z5 f, p( U( w4 ALoad 9 g- b. Q3 ]. B: b7 U* `9 S
Long Term Bond2 h9 Y) z4 s& ]$ c+ ]/ s, D a
Low Load (LL) sales option
% {, Q9 }* G- k# SManagement expense ratio
1 Z, z [& b0 ~# B: t3 W4 Y7 O) dManagement Fee
' e9 i, x7 T' u2 Y1 y6 v8 UMarket Value of a Mutual Fund
. w7 q N+ s5 S, {Maturity
# b& Y, ?4 v8 oMid-cap2 t4 J _( d) a X2 `/ L' m4 D: _
Money market fund
7 ]4 [+ ^# }2 z- H1 k0 nMoney Market Instruments
) o- A r1 M& P; R. [( wMoving Averages7 W. ^- F1 ~6 D' _* m
Mutual Fund3 u" c4 C# z7 Z, P8 \3 G' p! T2 J
NASDAQ
/ Y! L4 V' q. v* ~, B- a- pNAVPU
: M+ s1 L$ m6 P0 |0 E4 DNet Asset Value
4 y2 D8 }& _/ l. U4 mNo Load
: q8 x4 V: i7 ?: B9 n" @Open-end fund
9 z) w4 j8 Y& p/ sOptions
9 V* \# q. {+ j+ @: V" GPension plan! R) ~2 O+ D K0 L: ?/ W1 q( w
Pension adjustment
1 N; z% ~- A: q# ^; ePortfolio5 u. |5 _! I) u0 Z: e5 u
PortfolioPro( W8 X, Z" ~) H/ N! m6 ?) S) R
Post Secondary Education Payment0 f x* I5 Z- Q2 N* b
Promoter8 W) e5 s) {' I' t) T, n8 {) Y9 f. @
Premium
) w6 j) a( v- A- ^5 S& VPrice-Earnings Ratio' t4 Q# D& h: O" f
Principal `* E9 d6 @5 F4 [% ?
Prospectus5 x" f+ a( w: n. n
Quartile Ranking% M, Y' q3 N7 r, p5 F! Y% @
Registered Education Savings Plan (RESP)8 k+ {, _7 [. @ M
RRIF (Registered Retirement Income Fund)
7 R. k% \- R2 cRRSP (Registered Retirement Savings Plan)
) ^ C# S5 H9 E# K- z- WRecession+ m+ B3 T8 u& F5 l4 B
Relative Volatility
% o# @5 _( l" A/ n" z. K1 JReturn4 Q- `7 z; g! E% O8 Y4 y
Risk # m/ [( V5 ^& r. e& y
Russell 2000 Index . u3 |7 [0 o6 _+ I- {+ K0 `/ K
R-squared- z5 ?5 \2 r; h8 D3 Y
Sales charge
x. P# s5 @) MSector Fund
9 L1 j7 Z4 O! ?' {# F; kSecurities
! w W6 L+ k5 e. y Q4 rSecurities Act7 ?5 V5 V' i+ C6 G7 D
Sharpe Ratio% ]9 _" o; M! x% W5 |
Simplified prospectus
& L" `3 J+ `# y. z& ?Sortino Ratio' Q! o% i3 P' u$ N
Specialty fund% c4 j3 I S. K1 a6 u% E
Standard and Poors 500 (S&P 500)
$ \; U/ k3 s6 f1 _Standard Deviation
6 z3 p4 }8 H: }9 u& p9 b% CSubscriber- b+ q9 L' i) b1 V: t; q& ]# T
Tax credit
/ r/ z0 b% ?. F: _3 U+ uTax deduction
5 \6 o4 X9 i* ?. U" `Top Holdings
* a* \- u1 N2 DTop-down investing
! f! y* ^0 x# K$ V5 e. _Transfer Fee6 U$ w- l; C1 N! f% s2 ^
Treasury bills (T-bills) ' A k( u9 b, c/ Z6 \
Trust ; V5 M- j! Z5 g# ?7 j" j
Trustee
4 E1 V- m$ A' O# p6 E7 H: F( {; H- W6 OTurnover ratio
* a- \: O6 J" h: a8 f) v7 bUnassisted Capital- Y* Z5 ?" l: i4 M
Underwriter P/ O9 s" {3 T2 q
Unit trust v% | v, H1 t" u' d
Value funds 7 G3 Y6 {' D& Z9 y& ^/ b2 G
Vesting! k) n2 N C- c, J
Volatility" h3 y! p+ C% t4 n+ ]- M$ L
Volume 9 U+ [: M" ] s; N4 Z
Warrant
, L4 D" v7 b4 H! uYield* f- Z" _% `) p: c* B, ?7 t* q9 P; J
Yield curve0 H$ ^8 V( _# W5 {3 y8 O4 {9 F
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
