 鲜花( 0)  鸡蛋( 0)
|
Account Type
- D+ F1 R: [. O( f8 S# _Accrued interest
( M) W* `+ t, e7 vAccumulation
. @7 e! L% [# [Accumulation plan1 J6 Y# q7 y& ^
Active management( M- Q# i. X" l* c& W/ J
Aggressive growth fund
- K' R) v& e7 I2 d) ?. I2 W1 WAlpha
9 f \, {) J- o/ rAmount recognized
& h& C. E5 p8 X; @& ]9 f3 vAnalyst
# X( U6 W1 d) WAnnual effective yield * }! T. x& J. z1 [
Annual Maximum Payment Amount
( F) R4 a% s2 I/ E; B0 JAnnual Minimum Payment Amount
1 @( |4 |+ S/ D$ _% ZAnnual report : T: _. Z. Y& O2 f @+ N9 w
Annual Return
2 A9 }0 @" t' L& {/ T- B3 \Annualize
0 N5 _0 h8 @ { o5 u+ ^+ T2 E8 f7 _Annuitant
1 l7 h; U) s) F: k o( S' q1 tAnnuity
- h5 c( `8 I- w8 L$ _% e; WAppreciation( l. Z1 Y7 c m2 @
Assets $ p; O: t# ?% J/ _1 O
Asset Mix
3 L8 S4 Y# X, EAsset allocation
! E0 X; a" P0 V+ ~Asset allocation fund
I6 m5 }9 Q4 TAsset classes ' g% c4 t- h! d) x9 l+ e( v
Assisted Capital
; {$ a, m9 `% n% `5 `( xAutomatic Conversion - B. F9 c, n" L( s
Automatic reinvestment. ?+ R: P# c) b. ^- Q# x; P
Average Annual Compound Rate of Return $ H3 ?, b% Y1 S6 `& G& d9 E# m& X. y2 l/ v
Average Cost per Unit/Share9 c8 [: |# ^2 z0 h" j; y8 |$ L! N
Average maturity
% `: V+ a3 J2 Y/ ~" MBack-end load % b' e4 D8 f5 h u; h: Q
Balanced fund
0 E" o( W' v9 Y, @! Z R* TBalance sheet 7 Y. o/ \0 F3 K2 I, e
Bank rate
3 \! Y9 r- x- k8 ?Basis Point . i' G3 p t( Z$ y% j' F
Bear market7 P h- ^( S8 V" [& M) N
Beneficiary ) A6 I) V0 o! b0 I$ O
Beta( O; f; O8 b: i
Blue Chip , v) S3 M0 D" }9 p1 ^7 Y
Bond
, P- P5 y0 {! s) eBond fund
+ i$ @9 u/ x/ @. P; m+ a& aBook value
7 c7 ~! D1 l+ M3 L; q! IBottom-up investing 0 A% I# y, B$ D" F/ I% [; I
Broker
, L) j3 U/ E1 c+ WBull market4 c2 w) o) z* ~7 U7 L; z! p
Capital , s. @( y% f' b& r) W# J P$ Q
Capital Gains3 J8 `( S) F1 ~* m
Capital loss ( c) |' }1 _2 L( w
Closed-end fund : y. }6 s" p" K
Compounding
# E$ q3 t, w% Q5 E' PCurrency Risk
1 N' }$ G' o! D4 v2 a& z, e# rCurrent yield , y b# \8 v- q; c! D
Custodian
* W- J+ f0 A. h7 R' JDebenture5 w/ A' ?% S! h
Debt
2 ~" g$ L4 q* [( v3 g- @! i- CDeferral
; I5 g/ c: o6 W* h* L/ XDefined benefit pension plan
- y6 Z# _! m; |7 t4 rDefined contribution pension plan# N: k& }- r" A; A9 e3 q
Discount# D: A: @ B: r( I; h' M( J, k
Discounted Pricing for Large Accounts
; o, G7 p* B# Q3 T8 w; n# B3 {; GDistribution History% }( |3 O0 L) K8 k9 r. M. h
Distributions! V% y' \# ^( L1 F, u3 s+ ?+ P# b
Diversification) o3 P. a' {& |" ?) A& _- e9 D: ^
Dividend
+ N3 b/ C w- e$ I) r# u* ~# \6 ?Dividend fund
9 R+ x" q, {; j: KDividend tax credit O0 H! D0 z1 H4 _9 m
Dollar-cost averaging- G6 z3 ~& j( H" a2 u: ^4 ?! v
Dow Jones Industrial Average (DJIA)
$ e6 Q, W( ~, I! J* cDownside Volatility9 B$ W; G- q b& O7 p. H+ K( v6 C
DPSP (Deferred Profit Sharing Plan)- m3 W& j& r8 q1 ] S H# c
Earnings estimates7 r/ Y5 ^, l% c4 |
Earnings Per Share( B4 M4 y' P7 M6 p1 J
Earnings statement
- T2 M A( B) R6 \1 d# p* g \; ~Educational Assistance Payment (EAP)9 f/ o Q9 u5 _' i" E; \! a
Education Savings Plan
: S* A' G6 D4 U! K t2 N6 EEmerging Markets' d5 _4 h. W8 t# d; h
Equities (Stocks)
[3 a u" b! G9 }Equity fund
" b Z, ~' Z4 W$ q u# `/ H# vFair market value" k @, Q1 R! }" N5 |/ {4 ?/ g& _8 D
Family RESP
4 {! f2 f0 m# Q. r' d4 ^. S4 D ]Fixed-Income Securities7 G8 G& p2 z' R# E2 a
Front-end load
T: {# C2 S. P1 c1 JFundamental analysis
. ~ ?( {% r/ W) ?9 X0 IFund Number
4 r* f& w- `- \% _Futures: x ^1 ?( }# a; I
GARP6 s% Z% g: m6 G! z) W( B! H& c9 ^& a
Grant Contribution Room# M1 t. z8 [9 e, [5 P5 Y2 }
Group RESP
" R' h0 k. x- a! FGrowth funds 5 m6 k' C1 A& f S# D h
Hedge
' Z6 w6 b. X) N" cHRDC% i, }5 o- C" `( ^
Hurdle Rate. P) r8 ^' z6 A. p& h% N3 v6 \
Income Distribution
# A4 L/ r0 ?/ B( m7 O- O8 QIncome funds 0 Y T; B9 w- ^& Z Y- m. N# O+ o6 \" g
Index2 W* I. S. ^# T' c; ]# J
Index fund
1 \9 _5 }" e$ X h. fInflation , w0 g, t$ [1 L6 U/ Q
Information Ratio
7 W; I: y9 D# [Interest ( m V2 {) F- d$ v& Q6 J G8 @
International fund; G: R, g, E( p7 T8 _
Investment advisor
, @1 t+ d# J) I3 \Investment Funds Institute of Canada (IFIC)
3 ]6 `6 g. _8 KLeveraging
& | x" D! ^ w+ ~. kLiquid
" p1 c, V, X/ s, e0 e' hLoad
`0 _, `! W- O/ W# k7 xLong Term Bond3 ~0 D3 d& s7 M( ]3 `7 Q& o" }
Low Load (LL) sales option* d# D0 \# Z3 r
Management expense ratio) D& r- ~9 h# L6 C
Management Fee
9 G4 b: T5 d: Z9 kMarket Value of a Mutual Fund! W1 @6 J) ?3 h) Z3 w
Maturity
! Y9 p* ?8 M0 L( e- p0 l0 dMid-cap I# g) n% K) Y/ A( Z: {
Money market fund( X* ~3 _ ]& X, \9 [5 t; s
Money Market Instruments
, S; W5 f- m* a2 J8 {Moving Averages
+ m1 y- I- [3 M6 zMutual Fund
* x8 T3 K# [8 CNASDAQ H/ U+ z7 F/ G9 s' o; t
NAVPU
* F" ?% ?- H4 ~- l c/ u' ]. C+ JNet Asset Value
! [4 M4 D* _9 i) ~No Load
; R; q1 @7 L5 v* m: q$ d% ?Open-end fund
& M* U: ?- n9 ~ NOptions
. H/ j, \' A+ S+ l, _Pension plan
* L% s" @2 ^5 N/ x7 ZPension adjustment7 l; ^/ O' I' z8 E2 ]' H& G: Q
Portfolio
8 ^) i( `5 n) D5 cPortfolioPro- B1 A2 G7 s- S
Post Secondary Education Payment
, U z) n( j! i+ \5 @1 v Z- \Promoter. S1 E5 E8 F [" A# Q2 J
Premium
5 T' E! U j3 |0 v* O& VPrice-Earnings Ratio
7 \8 c' H8 |. L. R: N( nPrincipal- f( }8 T2 r) Z; ~* P9 E. n% {. ]
Prospectus
; @" ]3 Y; Z) \0 }Quartile Ranking1 H9 A: \5 l p: Z& E4 ^
Registered Education Savings Plan (RESP)4 N/ m& h2 X- K" v
RRIF (Registered Retirement Income Fund) ( f) F+ ]. }3 z
RRSP (Registered Retirement Savings Plan)
( w; W3 ~2 a! v9 w: @; W5 QRecession
: F8 h) X9 P9 Z9 F1 C5 vRelative Volatility
2 R7 e1 |1 a, y, NReturn ]/ U( L# H/ t. l9 D
Risk
% }$ I+ C( [) T$ h% p9 v0 CRussell 2000 Index 7 R' q" U1 V! l5 P0 q
R-squared
% o6 F3 O8 ]* S# F" ~3 [; hSales charge; O3 {) C/ c; x! W4 B& {% r
Sector Fund 9 B4 Y6 H, l( m0 u* ^5 ?4 R
Securities
' o8 j; O6 K; } `; K% dSecurities Act6 D, C, C, Z* Q* ]0 o/ {% g
Sharpe Ratio
$ R! V. b. _% r kSimplified prospectus2 P# A. X P& x
Sortino Ratio7 {$ m3 y" [3 L$ @( y( B& l ^6 r
Specialty fund% B% c1 ^ Q' Y( P: J" `0 U/ [
Standard and Poors 500 (S&P 500)! D" u: m9 _: ? C, k4 ?4 l3 y5 {3 s
Standard Deviation
$ S# P( @3 l Y S7 t3 Z1 uSubscriber; G* c3 h5 w+ Z; ?
Tax credit
7 [5 Q8 G/ |$ N GTax deduction
# E5 K7 j. G# o, ATop Holdings7 U$ Q# h; l4 _+ z- }8 @/ a
Top-down investing
, A* m; X5 s! T: b, D5 jTransfer Fee
0 v2 Z; L0 h. T1 lTreasury bills (T-bills)
8 U) c, w* `. D( O! g, I# g dTrust 3 I7 j& m7 e5 }# a
Trustee
6 H1 n3 t, ~" c8 ^ kTurnover ratio 2 D/ |' S7 ?7 ]1 ^' C
Unassisted Capital7 i, z4 J' \6 O! o! r3 {! u
Underwriter7 \4 C' w- J: v: x
Unit trust
( r6 U6 x/ A* k1 {' \Value funds
2 B. U: d, I: J& ZVesting
( E. w/ h, x# W+ G! ^" [Volatility
3 X* l; ~' f) j; d, ^8 ]3 L' SVolume 2 T$ h) K0 N- ^4 V2 ~1 I
Warrant
: ~* l- ?6 I* B8 z, q& gYield
0 }! o; K: k/ q$ u/ E+ x# aYield curve, Y. ^; g' h+ k* l) x. j
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
