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Account Type! R7 ^) p+ Y. y4 s0 v$ T/ Z
Accrued interest) S9 k2 {1 X: {& [4 }+ r! z
Accumulation 4 m& }/ e7 N1 i) _4 k% ]
Accumulation plan/ j) {/ J6 K! \6 @2 K4 T/ j+ q/ r
Active management
/ z2 a/ D2 h" G5 p6 `Aggressive growth fund
! I) K! r) I0 M1 t! d' pAlpha0 N6 _9 N) a2 U: K! `+ f. j8 G
Amount recognized , p6 ^' a/ z, r3 ~" w7 @7 Y( B: M
Analyst & k1 G% X# @( T5 H7 D. V0 c0 Q* K
Annual effective yield
4 [+ ?7 J2 T0 h3 UAnnual Maximum Payment Amount6 A; O- f# u V: j4 V# u
Annual Minimum Payment Amount $ U$ Q. K- q5 k+ q8 z% h4 C; `5 {# u
Annual report " N) v( M( }+ E% B4 o/ t" T9 y+ e
Annual Return! ~0 O3 q; F( c v
Annualize
& H+ ^4 u# J6 l( l- ?Annuitant ) A& F: }$ q7 ~ z7 Y
Annuity
! v+ @( c8 I t. o& \! N; w0 l5 s0 E0 zAppreciation
) Q3 W8 q5 l: y; SAssets
% ~: p( v" L, @4 VAsset Mix
) l3 |" k0 n$ a: S% PAsset allocation
b0 \4 `+ @" D& mAsset allocation fund 7 x9 u0 H. t7 i/ ~" N Y
Asset classes
% e5 T; Y; c3 O% k* G6 _Assisted Capital
" e0 G2 _. q5 ?2 Y/ f) \; gAutomatic Conversion
3 X. e* I% a A' d0 Z3 ] {Automatic reinvestment
- e' Y! y. F% {# R' IAverage Annual Compound Rate of Return
9 v9 `' [% X6 {0 g" L7 i& d8 C8 oAverage Cost per Unit/Share1 |% J+ @3 T) f) Y9 k
Average maturity* H2 k& u. n& ?7 _6 p
Back-end load ) L2 U4 u* {! z# o
Balanced fund
2 }& @, c, x: d5 q; ~9 HBalance sheet
, T5 T, y5 y$ L" G$ p) y" E+ L) d6 r" iBank rate* }6 U# h* T3 P& ~1 U9 q# S! p' [
Basis Point
% X$ B4 l! M. ABear market
# {( I5 _1 U& T- S4 b) EBeneficiary
+ ~0 K+ b" c) O m) Z) c+ \Beta
@$ p; j4 y2 K; t( g9 JBlue Chip / k$ g6 X3 j) z( ^; c7 x
Bond 2 n! n# W! ~, D( F, L0 X6 Q/ d. W
Bond fund $ b0 M6 u) c7 ^: Y$ N3 a/ C$ z
Book value 6 F9 s3 w9 Y5 i( M
Bottom-up investing 8 G& {- y/ ]) r e H
Broker" p( Y4 T( n( @
Bull market4 J3 @* E% X" ?/ \
Capital + a' |, y; X5 w. c6 R9 a" V5 c
Capital Gains
2 ]: E0 f) N( U F `Capital loss
( J. G/ l7 @6 q; p9 dClosed-end fund . m' g3 L9 w- `& k4 C8 b
Compounding
# u# i7 ^8 e, r" cCurrency Risk
' j* F* B2 D4 b. R. ~Current yield
/ j- D" j3 J. B& ~* I/ Q$ pCustodian
8 Y3 B- ^5 N# M& _/ cDebenture
8 k4 [1 O' `' t2 J( E5 IDebt
; [# i2 [' R& L w9 ?. {* H# SDeferral. }( {5 _: k7 Q& W6 K$ ` q
Defined benefit pension plan7 h4 O% q0 d' q
Defined contribution pension plan" ~+ @+ [0 j$ o( i! ]
Discount8 G& j0 a: I' ]! W$ C- N
Discounted Pricing for Large Accounts* q5 ]+ s1 z4 b( s& r( d; P
Distribution History. O& E) j# N, H" I9 H" P
Distributions
2 g/ X5 f/ l9 e$ hDiversification
7 H0 D& c4 N, C# HDividend
, i: l; L9 V% g4 kDividend fund
% r6 R& i0 e6 G1 O% S8 Q4 oDividend tax credit
/ z4 s/ d" W8 G! m# a6 @Dollar-cost averaging
; L' O! _) k6 G; P. V9 GDow Jones Industrial Average (DJIA)# M1 F H2 B; n. _
Downside Volatility
& W0 r0 P1 R. @5 \0 [0 I- Y" lDPSP (Deferred Profit Sharing Plan)
/ }- @( ]) ^" t2 I; kEarnings estimates/ Q4 T" x" K% A. a/ D( m3 @- O
Earnings Per Share
1 D" i. L( ]& I4 u0 WEarnings statement
, K( |. `6 t% {Educational Assistance Payment (EAP)
2 q) E4 M. J, yEducation Savings Plan1 x9 L; \9 n8 R: b' N( \ u
Emerging Markets4 f& f- g* ^6 C8 g; f6 Y
Equities (Stocks) 3 [5 k! x O; T( I# F
Equity fund4 X2 X, g+ @" _ t. f1 V8 F" U# P
Fair market value
3 s% J3 {/ N; lFamily RESP
8 S$ @" A1 v6 Q8 o! kFixed-Income Securities$ ]$ U4 g! v: _
Front-end load
) b/ X" d8 o: W- i/ @" u6 J9 \Fundamental analysis6 W8 B7 c+ T0 o6 P
Fund Number
' l- l/ S# _% W3 g- aFutures! @ l- U6 @. T }! |1 A- P
GARP) h( g0 |5 D4 |5 Y/ P) v* D
Grant Contribution Room4 R& S0 `% C( L' B$ k. k% s
Group RESP) {: |( _6 u. Q- G. D- V# N
Growth funds ; v c$ V9 j+ E x) J* A
Hedge, p3 k. L5 H0 }$ _# }, ^% \1 K
HRDC. U5 @0 C& e8 W$ I# w
Hurdle Rate
3 j* k2 C, H$ z8 i0 ^7 T; t7 bIncome Distribution
4 |9 B: Q! W4 z# [' B. `* fIncome funds - p$ Z. E* M/ G1 ~
Index/ L4 Q' S5 l& T) t3 z) f% s
Index fund
3 F9 [; G4 J) I- DInflation
( F" X, n7 H0 c& y1 t' P% B6 cInformation Ratio
- v- D/ N, ]$ e+ I5 H$ tInterest
( w' P: k+ R5 C, e8 CInternational fund5 H, h, [$ j! L7 d4 W9 B
Investment advisor
% C; k) O# S. i: m6 m) t! `. H/ uInvestment Funds Institute of Canada (IFIC) . T- G( Z5 l& ~) p5 [2 [
Leveraging8 A/ R. w- }& M0 E
Liquid - J) n! m" X* o5 C7 U, G
Load
9 m; |4 e- q0 Q ?# A0 O3 Y& f! [Long Term Bond
! U$ I& m0 ^3 z' O2 ]4 r eLow Load (LL) sales option% f- I l, T4 R7 ~, D
Management expense ratio
; r: o3 z. \. X# WManagement Fee5 e) s& [5 P+ }) U3 e" L) w9 ?2 K
Market Value of a Mutual Fund: M4 }* ?. U2 {: S
Maturity
% t c6 y" f; |) N/ t, W; z; L: OMid-cap. i$ D* P4 K7 n0 h9 ?" u
Money market fund
# P& P) l0 Q. r8 W9 [9 [5 rMoney Market Instruments8 l% c9 v6 s$ p3 P( U D
Moving Averages
. ~: ]" A$ c. s. L% G! u, ?Mutual Fund
N$ o& r' p. y pNASDAQ1 T- K! C- w# T
NAVPU; |4 p! J5 l z* |! t: S
Net Asset Value
' e* [' i/ g0 A5 D' w. |No Load& F" e2 Q# S' n% O$ u* M
Open-end fund
! ]/ R, x/ x5 u; y/ g% \Options
: I; E/ v( P9 M9 E3 t% X: ^ ^Pension plan3 n3 g/ N4 k9 d
Pension adjustment
: b! y- ~) N# ]8 @Portfolio& l9 J9 b4 G/ W( L$ X, H9 W
PortfolioPro- f$ J* a$ a0 C2 ~
Post Secondary Education Payment
4 Z! e/ a* U# k6 H% ~' XPromoter
9 P" U3 c" K8 S) D* s$ j$ sPremium- E$ b8 H1 L) _4 J; ^1 X5 L
Price-Earnings Ratio
4 s) L, N4 M$ |) ^Principal" `4 E! j4 l5 \0 q1 a9 J
Prospectus! H, h* v9 S. `; @# h4 N8 O
Quartile Ranking
6 j$ a1 q4 J& n, KRegistered Education Savings Plan (RESP)
) [. f& A# S/ |% A! u, m% u$ G% JRRIF (Registered Retirement Income Fund) 1 F) Q0 W( K z# S9 X( e4 }
RRSP (Registered Retirement Savings Plan) 5 U) c: u8 V- B
Recession
4 Q6 n# l5 |3 i1 I5 J3 MRelative Volatility
- q* O& @. y# P5 n: M- S& m6 ?Return" f& ?9 n0 @! o9 y
Risk
: }% b: ~8 m( T0 Q" k/ MRussell 2000 Index / t4 ]6 O! T- K; ?% B1 @
R-squared0 ^1 c) i' _, F( J3 _8 q
Sales charge
- E$ g8 K$ [; }+ r# V: j2 JSector Fund 7 ^& {5 w7 y% ]& C, o; `
Securities
9 j. Q) |3 `: a! ]3 M5 I% WSecurities Act! l; {' N4 I6 G; x
Sharpe Ratio+ k* P {$ L# B! y2 R( L
Simplified prospectus! p. }9 j* E' V( P" ]$ \* x
Sortino Ratio
( h; ?8 H8 \: Q* g( A3 {Specialty fund" a& R2 O+ S) m4 J4 L
Standard and Poors 500 (S&P 500)* v/ `9 a( f/ v! ^2 P' e: A
Standard Deviation , Q. N6 Z" D7 Q3 a8 E. a; e
Subscriber
! v/ b0 E) {0 b. zTax credit
" `" ?5 |' Q- L0 BTax deduction
4 ]% T6 A+ j0 J/ ]0 ITop Holdings5 c% t: ?! E" K3 M: q) \7 h
Top-down investing. V* c" T, J* ~; }
Transfer Fee
+ n4 ?3 \" }5 @9 S" iTreasury bills (T-bills) 0 D$ S. K A }. L
Trust
/ E; o( d$ K' U0 q% A7 }0 q" MTrustee3 @! C7 G# g: i/ f* u) k y
Turnover ratio
. ^9 g; v# P6 ]+ d: oUnassisted Capital
9 s6 ~3 _0 O! y* l+ oUnderwriter) V/ O( j( v* s5 e* j* ^3 ]
Unit trust, j) o5 l$ _ m. A, ^
Value funds ! Z4 S) w4 p. Y" e/ W/ L
Vesting; t7 C8 j/ @/ C/ [* b7 w
Volatility
, Q7 y& [. `4 W- XVolume
, e6 Y7 d+ t/ R/ HWarrant
9 H! v/ M' G1 [+ |Yield
9 ?: l6 b7 q% p; U; J; ?5 L0 ^% GYield curve8 B' V* Z& y! n- }! d- x: V# [
Yield 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
