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Account Type9 [) }6 r+ Z a, K( G1 w
Accrued interest) y4 O2 {! X0 _5 J7 I& e1 p9 I
Accumulation
/ Z0 T. V* v/ ]9 O( \) J# N' v0 z' xAccumulation plan$ h. |+ A' u5 N; J& y5 _2 m+ @
Active management
& @/ h- B: j0 h1 dAggressive growth fund
$ f9 B; H$ B& R: _+ t2 {Alpha
c+ c5 A4 P" i7 K/ \9 T' hAmount recognized
: _% i+ ]3 s. I4 u3 Z' q6 k0 ^Analyst 8 H" t8 b/ S7 o) e$ B" X
Annual effective yield
. U6 b7 a+ R& z) R( T# dAnnual Maximum Payment Amount
/ g1 ]+ f! `6 f8 F9 U7 w* b6 OAnnual Minimum Payment Amount 6 p' _3 B7 m1 B* V9 }8 P: H
Annual report
5 U. d. M. v7 V) OAnnual Return3 a# x0 v% L- h( o; u# b! S
Annualize 8 |! V+ U) F/ m4 W
Annuitant ' b& o5 g* [1 m2 M/ `
Annuity 2 `( Z8 Q4 J3 k
Appreciation7 b+ R4 V) Z& F# Z
Assets 6 J* y# l' u6 v
Asset Mix " B5 W- c) ~0 L6 B
Asset allocation
% c7 N8 {# v, c% f' \0 RAsset allocation fund 1 X/ o1 p- `' a8 ?
Asset classes
2 [3 G k* Y& P4 z8 _Assisted Capital
" V& C7 ^9 \, S+ `# q6 vAutomatic Conversion # D7 x/ X% y$ F, R5 Z
Automatic reinvestment
2 k. a, g$ Z" J* }4 qAverage Annual Compound Rate of Return
% U- R# A0 L! X% D! }$ q9 DAverage Cost per Unit/Share
0 _4 X* |: M- A- VAverage maturity
, H2 @6 R4 e& A, XBack-end load 7 Z1 G M" I8 T% K1 x
Balanced fund , ^2 H% P2 b3 @& ]
Balance sheet
" P7 U; B9 R) s0 i, L! \$ KBank rate
; l6 C( R, Z+ |9 Y8 j0 s) B* xBasis Point
3 C* b% _5 u0 F) `Bear market$ g; K! n( Z8 n& i: V& N }
Beneficiary 4 x3 v# o; A4 r% X# R8 J' J
Beta9 ` y" J( J. Q8 G! Q
Blue Chip ; ~9 v2 R6 Q5 w9 l Y# m4 d+ s+ O
Bond ! X1 N: R0 f8 \
Bond fund d# C$ C1 o! I! B g) |5 K
Book value
* x" g; s# i' I4 j4 D! W0 o) hBottom-up investing 7 ~* I4 G) ]" f% A
Broker
( t6 M, M" {* ^8 }" VBull market: V' L) X! z1 n! [
Capital 0 H/ w4 c1 N- g% i: J" Z; l6 v* v
Capital Gains! Y j) l5 p. D7 D
Capital loss 6 b) a9 l) d3 Q9 v1 q; I
Closed-end fund 2 \9 J& u" ?/ y5 m4 s/ b
Compounding
, u7 |7 T( N6 ]$ u# A/ `Currency Risk
3 @, r, K4 D" ?& Q) m/ qCurrent yield
6 q6 P9 A! [! i. z7 `0 a' nCustodian % I! K5 z, x) d d% b0 q
Debenture* A& s/ V& S1 L+ w; d$ H6 u/ e
Debt+ t9 p; n! ?, P, _, T
Deferral
# ^+ t8 t: a% ^4 \6 f- l0 _4 L% @Defined benefit pension plan
6 o \$ o1 C! i7 zDefined contribution pension plan
! j9 W( U7 a- q4 c: F; F" w sDiscount
! `1 W5 x, F4 ~* n& oDiscounted Pricing for Large Accounts
0 H) G ~& [) V6 m* ODistribution History- F0 L0 P. Z5 I' _
Distributions3 q; i/ _( ?( q G. P) K o
Diversification
: T2 E+ j1 B& i2 m0 NDividend
' d& W3 y6 F: LDividend fund( }: Q; a/ K$ H3 t) u
Dividend tax credit
0 Z8 l1 t" D1 j- d! O1 g% ODollar-cost averaging
1 S% R: a9 ~. ]. SDow Jones Industrial Average (DJIA)+ ? I5 R7 M4 [$ O, i9 H4 u- F
Downside Volatility* b( K+ E; G. F
DPSP (Deferred Profit Sharing Plan)4 z; V X/ e7 |+ n0 _' i% s
Earnings estimates; w6 f) k' ~5 d' V3 b1 D2 t. _
Earnings Per Share) Y# p1 `! g6 r+ O/ R
Earnings statement
6 \# b9 P! Z8 F4 D5 G5 TEducational Assistance Payment (EAP)
* W# r5 V% U, v1 Y( E( [( hEducation Savings Plan
; n' P& W6 r! b( X1 cEmerging Markets
! i. N, [$ F) N( |1 x( LEquities (Stocks) % _. f8 `2 o) d" W3 I$ y2 p. {
Equity fund1 I6 ^0 B, x& x, j
Fair market value2 @% I' r/ j; ^7 [2 f5 v
Family RESP p& {; X- M& P5 V8 p V
Fixed-Income Securities5 d3 e. }, n1 K6 h
Front-end load
/ @1 o+ ~ i3 Z, x* X" m1 w' _Fundamental analysis
& H" f/ q5 l+ d7 r. PFund Number% z0 c+ n: Q5 ^1 m, B1 { {7 o& k
Futures
' \7 n! t% r; h. p Q% _GARP( H* a) A9 H% J
Grant Contribution Room) F( m9 S& s, W$ }
Group RESP. P# ~- W( r2 {! J7 U* n7 n0 C9 }
Growth funds
, C& E7 x2 `% L7 qHedge
$ S0 M3 b' s5 @* x" G/ hHRDC
' L! A) A4 x6 y3 m- T. e/ SHurdle Rate
8 v/ j- E" B" o( RIncome Distribution5 x9 F8 t' l# I- m H$ c; ^# n" p
Income funds
) r$ q1 f+ X- MIndex- `- {0 L) v8 j- {" j# b: j+ @
Index fund
0 C' K7 {% s h0 aInflation
8 @& X" n! |2 cInformation Ratio
# q) s4 K. H* l# C" zInterest $ y u7 c' f3 S A( H
International fund
3 q/ f2 F1 `; U# o- ?Investment advisor
; ]! ^$ I" c2 e/ i7 y1 }3 z3 kInvestment Funds Institute of Canada (IFIC) 8 H- g0 w: z$ ~6 g; X2 M
Leveraging
# {1 M1 C5 q0 y& g4 Q# ^Liquid
; K3 D8 Y$ {" g- O- B- z& l! pLoad : H$ x) u; w/ {! @. t) [' }$ T0 y/ E
Long Term Bond9 s) |5 u3 G% e5 ~- b. n
Low Load (LL) sales option+ [8 {' S, d" M8 ?7 j
Management expense ratio
- T5 g( x q0 h( HManagement Fee
/ F2 e2 A0 b/ L% x( @5 KMarket Value of a Mutual Fund
3 V$ _- B' k) S+ l3 j& ^Maturity
K, v7 y' X, D H! j" F4 C, yMid-cap ^" E7 |! D# c% i9 {4 w! @
Money market fund. R/ `( |; V7 N3 h
Money Market Instruments
5 H7 c" D x" T' j! ^) AMoving Averages
; V+ |/ T0 q; g- f% gMutual Fund8 I0 z! x, f) \5 a
NASDAQ8 z4 y: m# ^, @
NAVPU. i4 C$ R& w" ~
Net Asset Value
6 V. g; f; z) Q6 DNo Load
8 `( o8 }: p K- N& Y. V8 XOpen-end fund# L8 ]! Z3 s9 t& e
Options# X! F/ F8 w" f! O
Pension plan! W- j: h7 @: \# x+ I2 w2 A; r
Pension adjustment; F* o4 J. W5 d3 e
Portfolio
7 _/ `, v9 I/ zPortfolioPro
+ P% i9 h: X1 ]2 q: Z+ S+ u/ l3 qPost Secondary Education Payment" h( c3 @1 F3 m( B$ g
Promoter
$ w3 ~6 e1 L. ?2 QPremium! c) @* X% N% k, \, G
Price-Earnings Ratio
7 S) Z; @7 z: }8 VPrincipal
% J* k, C6 b5 G" VProspectus
- x; ?/ x6 o% cQuartile Ranking
% o; q$ o4 ~$ QRegistered Education Savings Plan (RESP)
2 P( x8 B2 n. ]RRIF (Registered Retirement Income Fund)
* u: l0 I5 B: G2 x1 B# TRRSP (Registered Retirement Savings Plan)
/ L2 D# V8 M( W0 X5 lRecession3 P" d0 Z+ M2 `2 m% N
Relative Volatility
: e- p% n2 I3 g& ?" o) ZReturn- m% u; B6 e; u7 x( D
Risk
! x8 ~6 i6 A nRussell 2000 Index
$ C6 X, O! w, @R-squared
N3 m( Y- N% PSales charge7 `' i6 s# I& z; l9 y7 C1 v/ z
Sector Fund ' Z% b; p" I* O8 J5 w4 w% |
Securities! [$ i: }: o" e) j. z! I
Securities Act
, F% G+ ^% G7 d/ z$ A9 [! \Sharpe Ratio+ S( F3 ^, u+ c# J ]# p
Simplified prospectus/ N' N h, L9 W! l0 ?
Sortino Ratio) e( D# h, `0 R* x+ D- b) V8 i/ ?
Specialty fund& L8 S2 H/ ]8 [% c
Standard and Poors 500 (S&P 500)2 E' a8 ~7 [9 J8 L; U
Standard Deviation
( ~ u4 }- e4 {* VSubscriber% {4 g& k6 ^* ]/ Z$ J1 {& G
Tax credit G( P3 `; L) f3 M/ l+ x
Tax deduction
( ]1 u6 O8 b8 f4 }* |+ ATop Holdings
% |# |5 Y4 m, v0 K$ \Top-down investing- O J/ K0 }9 p7 y9 |8 i" @
Transfer Fee
/ X( d3 ?( w. a! V, o7 M/ N( m6 aTreasury bills (T-bills)
9 t$ s) ?1 }* ~8 }Trust
9 r- x! W) e+ mTrustee; c" Q+ w: t3 V, V* ^
Turnover ratio 7 o+ Z5 e) K, b% M' ~9 R
Unassisted Capital
8 m7 A( c- p) ~/ u) _/ G7 _Underwriter# \# r1 P, ?' t& c% d8 V
Unit trust9 `! w' r$ E2 v1 h" D w1 z
Value funds
* O* h$ u' d# P' qVesting0 S- C1 I$ Z" \. l& N: u! a5 s& l
Volatility
# h' q* Q3 M% _: ?. n: Q# ZVolume 1 @0 y/ j4 S T. D, L
Warrant' w9 s! L" B2 }
Yield
- R- [ y1 l, ~' FYield curve
6 C4 Q p* k4 X7 x+ ~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
