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Account Type
7 C, [$ I' x. _, {# KAccrued interest
; c3 _( S7 p3 U, n" Y4 KAccumulation
$ d1 U% \5 K" f" d- XAccumulation plan
& @1 ^" z. Z/ j4 KActive management
2 ~* g. |3 n5 p( D2 r( _9 r+ i; pAggressive growth fund + x! x' U$ b) j1 ~% q
Alpha9 h2 \7 y V {+ k+ @
Amount recognized 5 b! D1 {7 z ^% L2 u0 x
Analyst
c4 v, D0 F( V8 {' \Annual effective yield * B8 i3 ]' x5 R! r8 m7 P# u2 L
Annual Maximum Payment Amount& k; }1 _1 E" L# E8 u* M
Annual Minimum Payment Amount / J! z j! `1 S3 l2 s3 m$ Q
Annual report
. J; \5 p$ E {1 MAnnual Return$ s% {( U& ^! C7 I, K2 j
Annualize
% z. f$ q# Z8 a) v8 JAnnuitant
: o, d6 q! L0 F+ c: RAnnuity & @4 _1 A' T1 F x4 q' t
Appreciation. K/ N% R! R& g( b
Assets ! @, _- @1 p, W" @1 x0 A
Asset Mix $ B1 f, u8 f' j3 R$ ~
Asset allocation
0 y* m: ?' Z- j8 S) y1 F% G" iAsset allocation fund
8 r( w5 N8 R" k( kAsset classes
$ h/ x$ a9 H6 \* ~" M' N& }% GAssisted Capital / N+ f- @( G1 M5 _% ?, c
Automatic Conversion 7 [' a8 x8 Y' b4 G3 \
Automatic reinvestment
) `/ U7 L. J2 @2 @6 A5 [6 e# CAverage Annual Compound Rate of Return 2 X- B8 g8 K: I+ z
Average Cost per Unit/Share6 w+ a% T# R* `( P
Average maturity
8 ^# ]9 v/ A; Q1 ?Back-end load
, M+ \% j& s: K! W+ w% X- L- GBalanced fund
- l3 h; g* y: n5 x7 XBalance sheet
0 x/ Q" v5 X) X) a( Z$ \Bank rate% U7 F6 q9 t0 Y' B2 i+ R4 ^1 [5 W
Basis Point % v& D: n! L( F
Bear market; U" S! _% [2 M9 o& Q; Z/ E7 }
Beneficiary 4 v$ d7 ^# r4 `8 N- Q
Beta
, Z B/ ^$ Y( s8 E9 y/ E; mBlue Chip 4 C5 z+ e) | ] l
Bond
7 r* z3 D) r4 ^( g7 f, f) EBond fund 5 @% w9 Z' x" w8 q
Book value S# Q- T r! C
Bottom-up investing 9 f1 \0 p; S* G. J+ l
Broker
G) s- ]. _! O6 ]4 vBull market
$ x; h( C0 P% ~/ uCapital
3 S# O3 D6 R% f, {8 B# DCapital Gains
0 j5 u9 ?$ C9 T8 \: V/ a# yCapital loss : V0 c. q$ j& n# U
Closed-end fund 4 W2 N3 _2 f* e' C% n
Compounding : H+ n$ |. }0 H; ?
Currency Risk
! q. H6 h+ d J7 O3 oCurrent yield / [* w- C9 k+ L$ Y2 {0 i# g3 B4 g8 Q5 I
Custodian
" P: U) v M, KDebenture$ h, b5 d' ?: x0 t8 P( r( [
Debt
' g# i# Y. S4 ^Deferral
% f7 x0 q0 Q. b# q/ }3 n% _% bDefined benefit pension plan# u3 ~5 y: R1 B" i/ Q" W
Defined contribution pension plan
+ K% T1 d1 [# c: f: |4 _Discount0 I: V5 [4 ^. l' U# u$ N
Discounted Pricing for Large Accounts6 J- @' Y: T2 n
Distribution History
9 h8 W( D) T6 C. w6 Y% I( [Distributions
: L L6 u# U1 Z1 p( c2 ^0 rDiversification
& {9 X# P: O0 ~2 g2 NDividend6 @8 b9 Z/ S# O$ K2 q, z2 p8 ?' ~& r
Dividend fund: f% E6 \, s) y3 x0 W7 T [
Dividend tax credit! a4 c5 ? k% ~4 Q
Dollar-cost averaging
' K0 r6 F. u) D3 E1 P4 j) nDow Jones Industrial Average (DJIA)
# \% b! E! U H. K7 ]Downside Volatility
+ ?! f. q! O) v2 F1 PDPSP (Deferred Profit Sharing Plan)5 V6 M2 R2 l! r9 s+ o0 N
Earnings estimates
1 M' l1 U: A, c: TEarnings Per Share
) E9 C! \( T# N2 k! z- ^. FEarnings statement
0 t" `' \1 u5 _; |; m$ x% q7 d/ vEducational Assistance Payment (EAP)& Y/ }5 L0 Z! e0 G v6 O+ `
Education Savings Plan6 j* S6 G% N }, _! ?
Emerging Markets( f7 {" _4 G+ I
Equities (Stocks)
$ w: g/ z# c% u. P; {Equity fund
5 @. N7 A+ O* \' [9 fFair market value. r9 q4 [/ L* |- i/ p) K+ N8 F
Family RESP- q. I1 p z% W
Fixed-Income Securities
5 t8 g' M8 E* h- Z& L: s7 lFront-end load
: ?. P. @, h2 z# Z9 H& k+ O% vFundamental analysis# |9 ?& I6 v. u+ T! {1 E$ J$ J i
Fund Number6 ?" G5 @8 A! W+ l
Futures2 D5 P# c5 D9 }$ n
GARP
" D$ F; K3 x/ m! a8 ~+ Q0 A. o/ ]9 Z; WGrant Contribution Room2 E/ h, ]# F4 `" E
Group RESP8 d1 f$ W3 N9 ]/ f4 q! I) A+ F
Growth funds # [$ ^( v+ u' c3 O) A+ i0 [1 X
Hedge
0 A- [, ~1 v. A" v' e& eHRDC
: J) k& I; N3 m3 kHurdle Rate
" q7 s0 L6 n1 u6 H) S6 h4 ]% gIncome Distribution4 n) I d) L: Y' o
Income funds
+ ^+ g8 l1 a9 a& U. `8 aIndex4 w: C- g1 X6 r! U! }% q
Index fund2 Y x. q' _- C' h O- @
Inflation 2 i# |! q* U+ d6 E$ q5 D$ D: T
Information Ratio
6 p4 A& D; Q5 M+ [" E2 B+ \Interest
3 t* e, Y7 u9 b3 Y' P# fInternational fund
6 l1 i# o# t& z. [Investment advisor
% `4 S& Q$ h: N& Q" S! bInvestment Funds Institute of Canada (IFIC) : ]9 h8 x$ R* x# K2 z% b
Leveraging
4 U3 C& ]3 I7 \, G6 g- qLiquid # D/ _/ D' y# q: P
Load / F s. o3 v* n: i; {& S
Long Term Bond
* L6 [) y. Y' aLow Load (LL) sales option% N5 @( X9 L" j1 U# c( d, T2 Q% a
Management expense ratio
+ P$ ?( U# g% X7 S X) w8 [# s. l0 y2 |Management Fee
7 L. V4 j4 G- yMarket Value of a Mutual Fund) A$ ]% K! i. X8 C5 k) m
Maturity
8 f- R Z1 C# L/ A: }6 S# l4 XMid-cap
, x3 d3 C) r" A3 B+ \) v ZMoney market fund+ }: F M3 G& c% E' G9 Z
Money Market Instruments" \8 d( D; r4 U( S" {2 {" [
Moving Averages$ j5 B) L2 w" Y
Mutual Fund
! g6 M P7 d/ XNASDAQ
4 M8 w+ O0 v, r* G* `1 |% ?8 HNAVPU
4 k9 ^" h( y4 f ]. N3 ?4 V/ R+ T4 LNet Asset Value
7 `& c9 h* c K" O+ u. oNo Load+ {: j4 D* j8 \" f; P
Open-end fund
% s2 Y( C. N( ?+ m; G% pOptions% S% j, `& U# ?! J! T: T
Pension plan
' r0 X9 b6 K" N. O% EPension adjustment
" F* e- v! C s# z" R5 a* EPortfolio& O3 Z6 ~! N+ y+ k& s
PortfolioPro
0 p, \3 s' R( i) r- B* JPost Secondary Education Payment2 ~' u( l, n" B, Z4 g% q
Promoter
2 o, r, B# c; U' @Premium
9 W* R2 w* u8 C# v# sPrice-Earnings Ratio9 g" O) S5 A# E' E% n- T3 B
Principal/ O: ^* E9 R; L2 N
Prospectus. [* T0 G! c7 T4 g
Quartile Ranking/ d8 O2 ` g- m5 \( f4 O
Registered Education Savings Plan (RESP)7 h$ }) N. ~- q3 l& G: f
RRIF (Registered Retirement Income Fund)
* n% _: H' m5 gRRSP (Registered Retirement Savings Plan) & Z: D) N* z/ w! H
Recession
* {! C: K: \3 N; t' yRelative Volatility/ E# Y8 v+ W+ e+ E# {5 |& i5 i O
Return* B$ e# R- b4 ?+ ]/ [* \
Risk
6 ^0 ~% ]% q4 F E5 hRussell 2000 Index 1 K4 R: h# F, }- f$ v, {
R-squared
r5 v) h; d' \Sales charge
3 N( S, w2 A; K7 \Sector Fund 7 j4 T% H ?% r2 p9 Q/ o* Z9 e# w0 F
Securities& |$ ?& m6 a7 K; j' \% M/ v3 S
Securities Act# N; H; L' n R6 Z
Sharpe Ratio
) j& y" a- b7 B, P rSimplified prospectus; ?) ]' I* b* {' Q
Sortino Ratio
" b3 j$ j$ d+ }Specialty fund
. a' t- z8 f6 m: I9 yStandard and Poors 500 (S&P 500)
3 M; d" K. ^ c' |9 p4 rStandard Deviation 5 R% I, F/ `1 u5 Y8 n2 P# J6 T
Subscriber' ?, Z; D1 g" k+ o* L; `" j
Tax credit. ?- |) x4 l+ j; D1 F8 F+ y+ n, W* b
Tax deduction ^+ |8 ?+ G, @# V
Top Holdings7 I1 x+ x. \5 c3 c
Top-down investing8 J8 }7 j- \; q. ^
Transfer Fee8 W5 [5 F8 [8 e. ~* x2 o2 ?
Treasury bills (T-bills)
4 k3 K' e t. |, _$ ?9 ?9 ITrust
! J ^- e `% D% t# f& i; D3 ?Trustee1 {/ ]6 I3 J( H
Turnover ratio 6 J2 ?: L+ j' ^. ?
Unassisted Capital
& b5 j. t. h! WUnderwriter
) f9 w# D6 G; p/ EUnit trust) G x+ [' W, @
Value funds
`6 R6 B, v, L/ _( ~Vesting
5 a% }6 E- x& WVolatility/ o) x4 e8 m/ r& A8 d [5 _
Volume
3 e; t8 R+ P# P2 t) YWarrant
* Z4 v1 d$ v+ _7 c, EYield6 d& K6 U. X& U2 \% ~
Yield curve6 T3 u; C1 T9 p9 r) B( u5 g
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
