 鲜花( 0)  鸡蛋( 0)
|
Account Type, i4 C |& S3 U4 y$ C) [9 d0 u
Accrued interest
$ J3 {9 V) U8 I: ?0 ?Accumulation ; I5 q2 D4 ?' S
Accumulation plan4 l. H. [9 t! I2 L
Active management
2 F$ b& a# k" l) WAggressive growth fund . L+ A2 E: s1 F/ V' Q: g( {. ?2 s+ K, V
Alpha9 j& W# J' t- z' O9 P6 V
Amount recognized 7 D! T P0 q4 _, @4 F W: {
Analyst
( ?' e+ T# c$ D6 J8 OAnnual effective yield 1 H- I3 D+ A) u- |: u6 `
Annual Maximum Payment Amount
- P3 J5 ?( y" f# {" r* NAnnual Minimum Payment Amount A& i R/ B+ V3 C0 R+ z* { z
Annual report
6 e' C1 r5 B9 X- s. JAnnual Return
: R' H! h. ^9 B0 k4 u7 d* BAnnualize 8 U8 Q3 q' n: o- ?
Annuitant
. x0 c3 D5 q' p& w+ x' PAnnuity
" ?2 q$ V7 L" XAppreciation
3 z: r7 L6 Z$ f L4 @Assets 5 h7 e0 J) [# N
Asset Mix
0 {+ P" w/ K8 d, v5 TAsset allocation y# ]/ J5 }: w+ o) K/ L- P
Asset allocation fund ) }, ?7 u! T7 |! a4 I& Z- K( E
Asset classes 3 Y6 `; V- W% L: a/ I( J
Assisted Capital . c. ?( S: I3 {3 h! R
Automatic Conversion
! O6 L7 F- I4 c' p' _Automatic reinvestment9 ^3 I) j7 a, a, ~' E, J+ K7 [% |* c
Average Annual Compound Rate of Return ; G8 c X0 F9 N5 ]
Average Cost per Unit/Share
" }9 i/ B5 f2 c8 p4 _Average maturity
; C/ P& x# e. c1 kBack-end load
! i! P$ Q! U+ wBalanced fund . X) E0 o' h, b5 r
Balance sheet / h( ^" [* R$ h- n' o2 f8 U# F
Bank rate" {; B! f# f# S
Basis Point 7 }* X+ o/ l' g
Bear market
; m$ ?0 `$ W" r/ a5 H1 JBeneficiary ( H- e& v: R! }* H, T! N% n
Beta
# r/ ~2 L; ?2 A+ m# W' F7 iBlue Chip g4 S y- p k: q8 j; t- ~
Bond
- ~6 _ _/ ?9 `2 j$ m3 uBond fund * X5 _, H# T8 c
Book value
& S5 f& F9 u' W+ `% ~& i- Z. q7 WBottom-up investing ! c, t& {5 h) n0 T" _
Broker, w/ K0 o3 ~$ l9 k: p# G
Bull market
+ v) T0 ?5 L' z8 h% j, F/ }4 ]+ JCapital ( c$ {2 j/ \6 l
Capital Gains. k6 o/ m% [6 M3 C+ y- H
Capital loss $ d; I R( t1 ]" u0 o2 k0 a/ j
Closed-end fund - Z+ ~! A* l4 n) j2 s, b* _/ `6 i
Compounding
7 d" E5 L+ R7 V' s4 Q7 Z5 PCurrency Risk * {9 o; ^: M" n$ H
Current yield
! ] j4 c/ X6 V7 `( M1 O1 oCustodian 9 U; D% A3 J9 b& S ]% d7 m
Debenture
- u. [, X0 c& [0 h) j* ~Debt' H, T1 n7 R6 t6 [! g1 P) v
Deferral; x* |: @" g- K1 v
Defined benefit pension plan
9 D! z+ {6 S$ p3 y8 r% QDefined contribution pension plan
1 K" N( X: ^. ?9 GDiscount
. b& T. A$ s! C9 n8 qDiscounted Pricing for Large Accounts' X0 r% V- ]$ K" c; Q$ @' U7 j
Distribution History
$ y4 x, S" V6 D9 E9 x3 E1 TDistributions
" C4 [5 d7 k( o1 x4 aDiversification* F- @/ O W2 H+ W& O7 p
Dividend+ a9 t( M9 K9 p
Dividend fund- S: |' j; N5 e" `9 p
Dividend tax credit* |2 r/ k0 p; z9 k2 f
Dollar-cost averaging% J" i4 C3 O0 a# V4 v
Dow Jones Industrial Average (DJIA)
1 y. j' Z4 [6 t$ V$ |Downside Volatility: L3 l* H0 b. F, p/ o" z; x
DPSP (Deferred Profit Sharing Plan)# E) j4 ?- W. Y$ d
Earnings estimates
9 u# _" z% e: x9 [Earnings Per Share& N. N ]0 t G0 R0 z. Q
Earnings statement. y5 Y; p1 L/ O, n3 a. O
Educational Assistance Payment (EAP)
2 [$ ?( z9 u% }# i& K: P$ {) J: AEducation Savings Plan
+ R$ |, k; X( w6 [/ G4 S( g# }Emerging Markets
' h, ?3 T. n9 _8 K, Z, ]Equities (Stocks)
3 K, `% q1 R/ E- y' R; NEquity fund
M1 x8 F7 e5 P2 C: {Fair market value
% q# j1 Q$ o+ d1 F! c+ u3 ^Family RESP
) ]% q( r( U" bFixed-Income Securities
, H" H) Z! R* v* F$ JFront-end load$ Y! u- u6 u& F# A
Fundamental analysis0 n$ r6 h. H: V$ e8 `
Fund Number4 _ s* y3 B" V0 N
Futures
% h- l$ A+ a) FGARP. H, l8 T- E2 A6 F9 Y
Grant Contribution Room
# T! s: X+ _3 b% s. q+ A6 u, P; tGroup RESP1 g# O( Z5 L' h& `" h
Growth funds 9 w1 z/ @5 T; P$ V3 ~7 ~
Hedge1 l# X/ M1 h$ [7 V
HRDC
" C7 E6 @2 A( Y4 M' O: p( WHurdle Rate) t d1 S4 s5 c& E8 O1 r2 h
Income Distribution
" ~4 V$ R; V. k, R* oIncome funds : h2 b* g5 p* q$ d, R1 o5 a
Index9 O* ?2 J" e$ f) ^
Index fund
* _& Q2 q% Z" d' f# x$ j9 |0 ?Inflation 2 O* n7 R9 k5 k
Information Ratio
- d& ]! w0 y' R3 o. D8 hInterest
8 m1 M0 K, }0 P4 o" o% R! }6 DInternational fund
7 k0 w# o$ O: t, [Investment advisor1 z: x2 @. ?4 w. b7 G
Investment Funds Institute of Canada (IFIC)
% ^8 c* g2 U& o/ XLeveraging
* `1 f3 t6 q( ^Liquid
! h* Z$ N" {" Z- PLoad
3 {% m9 j" C9 U$ ZLong Term Bond
0 m) o- P E: g* cLow Load (LL) sales option$ X$ @. z/ w; b- y9 t7 i
Management expense ratio
( {1 I" F D) L8 ^: e" h5 lManagement Fee" o: M4 |4 v0 ~+ u# W5 i& a
Market Value of a Mutual Fund. h6 A. T- N2 s* \: ` a4 x
Maturity: g2 d$ j' H) D. O
Mid-cap8 I' `" f; k [0 s1 A
Money market fund2 E- ~+ m% h/ U5 q
Money Market Instruments( U. R& R8 {9 s. k; V. T
Moving Averages% u; O) U) ]5 Z7 T f) ?
Mutual Fund' y* q/ `; Q% t
NASDAQ- f1 @3 u _# ~0 v0 p
NAVPU
$ e$ A2 S/ G; f/ l9 q# bNet Asset Value
& t% Q" L' V, W6 i6 x0 {No Load, F- {# a* s: L' e
Open-end fund
' M6 F: O0 l. Z+ d. y9 iOptions
% F2 c0 p" z# D$ ~* lPension plan1 t H. S- @& Q8 }$ z2 ?' U+ S
Pension adjustment
% @+ m2 Z7 P3 ], r! I9 q, H- ?Portfolio' |2 V, Z# T" q) _8 v- ^: H
PortfolioPro
: `. U0 r$ U: z4 A# E' {Post Secondary Education Payment
, _6 G9 J4 G, W# }% g% p! z/ |& kPromoter
$ f$ b8 Q7 l8 I- |8 YPremium
% @5 Y& ~. [+ ]7 W9 nPrice-Earnings Ratio
9 @% @3 R4 @( G( PPrincipal
U( ~) T& w! V! Z& \$ e* dProspectus
1 E0 l% J; Q: l' g* H4 \% [( OQuartile Ranking( ~+ V4 `7 X# K+ A/ z" n
Registered Education Savings Plan (RESP): _1 T* y/ I8 k* ~. I
RRIF (Registered Retirement Income Fund) * r( R3 L' ?- J# N- U0 L( p7 f+ \
RRSP (Registered Retirement Savings Plan)
; F2 L$ M1 ]5 o$ N! PRecession
1 j3 u% `- r9 R+ SRelative Volatility
, w% i5 q$ T( j! LReturn
) x- q( F3 O: p& r# D: oRisk / S" U6 U8 g) p: l* c3 f
Russell 2000 Index 2 C. B, y! s# i3 e5 h
R-squared0 s4 f, t( B1 @6 y
Sales charge6 B5 b' t$ G( y3 O
Sector Fund + E; k7 t. W; c2 Q& d
Securities1 A! g. A$ s0 O) A+ T: T7 n* v3 H
Securities Act! c& n; V1 d" S7 m
Sharpe Ratio: w* o; L \0 i- v4 d j2 h
Simplified prospectus3 |- L: k2 o' E. I3 o% ?, Q
Sortino Ratio
# u8 \% L% ~: f& I: s. Y# pSpecialty fund& W2 h5 R" _, a# w$ q# p2 E( m/ n
Standard and Poors 500 (S&P 500)( j2 s8 [5 C& k# T. X% B( _
Standard Deviation
$ N8 m0 K: c* q5 u3 o# @5 ZSubscriber
9 M5 t* u" ~9 _7 U9 }Tax credit
! V& f# R5 I5 s8 |Tax deduction
8 n7 r$ f- b) ITop Holdings5 Q* ~9 d4 t: }* {4 N6 p
Top-down investing
# l, b/ F* R: h) oTransfer Fee7 R# H* ~7 W- k$ Q
Treasury bills (T-bills)
. m& V& E+ B# e* G4 Q4 v/ zTrust
* q2 k0 |! ?6 t/ _+ zTrustee
3 ~. {9 o7 X; t3 {Turnover ratio 4 a5 r6 ]5 n8 M: S& x$ J
Unassisted Capital, b! u: V2 U9 j* W' C& K9 q4 c+ \
Underwriter' a6 V$ F( N$ n9 [0 @5 U
Unit trust
0 z- _- R, Y. F) d# K3 V& [& e. iValue funds
- d8 M8 h" ^9 P; d4 q& z0 {Vesting* P. m8 x: A3 Q1 P4 a
Volatility
1 u" L1 O0 j9 V; C+ {* AVolume 9 L% E5 J) Z$ r7 \: J0 T4 J
Warrant1 R8 i5 E- K0 c, Y/ U: C2 J
Yield. f. Z8 k' g) }7 u
Yield curve
@7 |8 Z' I; ?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
