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Account Type
/ s, ]* \6 \) M0 F; HAccrued interest
" Z. K7 c& B& b) gAccumulation
; M' }( R1 A' p, l, M. kAccumulation plan$ ~ _% ^/ R1 w6 R) D* ?# G
Active management% K% n* i, {7 x* c2 C6 c3 M
Aggressive growth fund
5 L7 A9 O: |" d. YAlpha% v- S, _( F) e7 D8 o) v
Amount recognized
: u9 }0 s8 E/ ]$ c# ]Analyst
0 n) W2 ]- ]3 L, @Annual effective yield
4 Z4 k1 Q. O- ~' c! `! ?Annual Maximum Payment Amount, y0 H1 x2 [: k- k0 D2 i( \+ Q/ P
Annual Minimum Payment Amount , C% ]8 e) k% A1 `$ K f# k. X
Annual report
2 M. Y" U' W. V3 TAnnual Return
5 q" c) E5 M' o( C$ a( C) JAnnualize
5 m5 p" P$ @# T1 p( ]$ G( e# VAnnuitant 6 h ^* K) _3 S" U8 P
Annuity 5 D9 N5 T$ n3 S
Appreciation
" n, x6 v2 q5 `" f, c' ^# y3 G1 mAssets
' l6 A6 \' X# a$ RAsset Mix
% D8 h* g) a& P+ H* B0 }9 AAsset allocation , r. K5 O5 P, d+ `; N2 G2 i
Asset allocation fund 2 N$ ]2 G% ]* y& w5 E. ^
Asset classes , g. m( M/ v( t
Assisted Capital
- Z8 u" n1 |/ O8 G+ E- qAutomatic Conversion
7 M" G7 c: `* {6 Y. ?Automatic reinvestment
% e, u5 I4 s9 O4 ]Average Annual Compound Rate of Return 5 m5 Z9 [$ z" r/ U" j% \1 t& C
Average Cost per Unit/Share
9 V0 T- z! ~* q4 PAverage maturity( H9 e( W) p+ C3 b$ I2 W) C
Back-end load 1 H- I% o( {4 U, s- I
Balanced fund
; B1 w6 n0 |6 A0 k$ WBalance sheet
/ M( D5 J: T2 z PBank rate1 A" j1 f) t: E0 ^! A( ~
Basis Point - @# ~( w$ ^* J6 G
Bear market. G- l' a# B% x3 V7 F
Beneficiary ! H( c$ P% ?: A- Z
Beta
) ?; h8 ~9 q- f ^Blue Chip n3 e* i/ h3 @2 G5 V
Bond
9 ~( ~' n& J6 v, t$ \' lBond fund / V R7 i: P. O3 o! |- h
Book value `0 z8 q& }6 U
Bottom-up investing
9 S1 e* t7 v8 r4 K( VBroker
7 B4 Q3 y" R7 N, t$ L' W; I* DBull market
: S+ ^8 q. Y5 g8 q* [$ K% PCapital ! \, @$ \2 P4 U7 d
Capital Gains2 G, P, E$ b; F+ W, j6 _0 P/ A
Capital loss
" d- J0 \3 U; P. N! T* }2 XClosed-end fund
1 T7 r6 v% f3 [Compounding
9 Q5 M5 S z( U1 pCurrency Risk
2 v$ c1 S) U6 T) h, U2 m- t6 S) M. bCurrent yield
- O, }$ Y: [9 H& v( Q! c9 g' |Custodian
/ Z. M K3 t4 uDebenture5 L2 m @7 R+ Y# F% z5 J
Debt9 t, n, r" q+ {
Deferral5 ^- ^6 y" ~5 _% z4 U. B
Defined benefit pension plan- a& N9 u- `% h
Defined contribution pension plan
/ e1 O5 g3 U3 k, Y: z1 `% R9 TDiscount+ s& }7 f/ g+ B, _ V
Discounted Pricing for Large Accounts0 X) ]2 @2 [1 v: g; m
Distribution History
( a: f3 P7 E3 IDistributions
1 n! e9 b$ }" |1 U, S; oDiversification5 G7 t( I7 Q5 M$ D" G' A' v y. w
Dividend8 N5 B$ u$ e( P. _& D7 v5 Y
Dividend fund
% Q. B4 B- M6 B" Y5 \# Z5 HDividend tax credit6 `4 M* e/ `' s1 A3 o4 u& N$ S' k
Dollar-cost averaging: P, X% r& @; f4 [
Dow Jones Industrial Average (DJIA)" N+ S2 v( W0 `8 [& E% W1 ^, w
Downside Volatility: I0 U ` j* N6 @& H! z$ y0 N
DPSP (Deferred Profit Sharing Plan)9 o5 u B' l; s, q% Y
Earnings estimates" Q2 p" h3 r# S; G7 Z4 Q
Earnings Per Share4 F% y) k- u% Y( a
Earnings statement
& Z$ _8 a& l8 V% E' k7 @ gEducational Assistance Payment (EAP). ?1 q! T4 |: h. h0 o
Education Savings Plan
Z, H7 q/ c+ M; {7 eEmerging Markets% w% L: T/ s& f; ?
Equities (Stocks)
" @- A' \( s+ A5 G3 ]0 N2 SEquity fund
% K& ^0 l, F" ?Fair market value
8 e$ v0 ?4 m4 J5 |: C# {! YFamily RESP% Z9 M% b0 ?& b6 a! Y
Fixed-Income Securities
& F7 } C3 p5 O9 e% qFront-end load, k, Y- m3 h( m5 b+ \6 @- {5 R
Fundamental analysis% B+ U. Q1 N# k
Fund Number8 f2 f2 w" _& |* h' E+ N+ W
Futures" D5 I; M' z( y
GARP
! T. w( c: ]4 z" s) xGrant Contribution Room# @% |2 G4 i) F9 A9 A
Group RESP
. y% K! \# P6 X% |; b* _( \Growth funds
6 o7 J9 V; \1 H E/ D9 qHedge
7 N& m0 V Z q. n- `HRDC
: {" I2 i: a. T% Y' cHurdle Rate% \1 U* h5 B0 z" ~, ?, I
Income Distribution4 A8 W( l+ `6 X
Income funds 6 q4 P- q+ M# m0 ?4 s
Index+ }5 G# V' a b
Index fund
W0 I. ]' {2 i. c% ]+ HInflation - [& f, a. f, V2 \" N( H& `
Information Ratio
/ m. y" k* @2 T3 O" F1 z jInterest
1 h& p5 @+ h5 y3 t$ J; I; Y3 nInternational fund( g0 \* |% @& O! Q L, C8 j! y# ]
Investment advisor3 z; ]& L- J4 t. E
Investment Funds Institute of Canada (IFIC)
- \: m6 H @& E) @7 z" i7 \' ALeveraging
+ y+ k0 k3 Q5 M& _; M, `* LLiquid / p d$ N) z( H
Load & W; y7 W7 E% f6 |1 F4 P+ d c
Long Term Bond; d7 k$ m2 K: V
Low Load (LL) sales option
) b# H: ]$ p0 y5 cManagement expense ratio. p7 t1 i/ q: J0 S) e* W/ L5 _: K$ p/ }
Management Fee& o, U4 X9 D2 M# M: x: l$ z
Market Value of a Mutual Fund& z6 n1 ^/ L; O0 k% o3 r4 a" X \% B" R
Maturity
2 `- b+ C! ]" VMid-cap( f( r1 \/ d* A) L5 O3 ?' B
Money market fund: `# g, `! a/ d/ p
Money Market Instruments
. n8 t6 ^8 E: e- TMoving Averages+ n2 b7 u5 f2 O& J1 }, W
Mutual Fund% b, O' I$ ?# c& a- ~* L. t
NASDAQ
' R6 `$ `8 B2 K- p' ENAVPU% w* q6 S" O) J
Net Asset Value' A4 Y- ^2 B1 l) b9 W
No Load
' B# l" T4 o* l6 g$ H7 @Open-end fund
/ n3 k0 f) j9 f+ @9 uOptions
2 ?5 g/ [( {7 _' j, y/ n0 H. TPension plan
& X; W( Q V8 v3 |8 {0 ]$ XPension adjustment1 I* [! N C& C
Portfolio
1 Q! s% w4 V% g9 \PortfolioPro
8 P" N$ T! t1 C$ g6 Y" c0 }# C* BPost Secondary Education Payment
( X1 a* H# E( \Promoter( X' s l- V/ v. ]6 L
Premium
; ?% [" H ]& NPrice-Earnings Ratio6 M$ J5 g/ x! D6 L* z
Principal
4 [( p" [% s- wProspectus
5 Y( l' y' f1 v) e( aQuartile Ranking' T2 R7 ]5 c5 K: n$ \
Registered Education Savings Plan (RESP)$ G& l0 S3 k9 I
RRIF (Registered Retirement Income Fund) * m7 H1 R* [5 G- s+ p* S
RRSP (Registered Retirement Savings Plan) " V: `$ F/ H) p: P! _
Recession
/ ~/ z. l8 ?/ O6 X: Z rRelative Volatility- D" s! ? m Z! z( J4 T
Return
4 f. r5 |6 u* u! L# ~* X0 \Risk
- L) l/ _' B: k2 |. m! jRussell 2000 Index $ W* f( f4 r: w+ a+ }1 h/ m: G9 Y& E
R-squared2 t* H3 ]/ L& R! q4 H
Sales charge
" T; Z+ c4 F, b7 ~+ h2 tSector Fund
9 d) ~8 w% m8 a8 t5 {7 C" h8 y# CSecurities
5 c2 @1 z* ]2 R! qSecurities Act1 Z3 p7 r9 V( _+ L' L3 l
Sharpe Ratio
$ r2 M R9 r- K: SSimplified prospectus2 Q/ i2 p* H3 k3 K/ X! R5 w
Sortino Ratio7 w; d$ s- j) L& o: E, C4 c
Specialty fund1 d- `5 x# F }. X7 v- T' \
Standard and Poors 500 (S&P 500)
9 m0 d T1 C# K! [$ N3 sStandard Deviation
' X# F9 a m; nSubscriber
6 o, r& ^2 V$ c6 }( nTax credit' h# k& C ?$ F) |- [ @2 {1 V
Tax deduction5 O# r3 `3 P, |
Top Holdings+ N9 `& l1 I: z( v5 w
Top-down investing
) e0 }& c# d7 y! m4 r* D- J6 gTransfer Fee
. r4 M" c6 J. k% ?4 T4 aTreasury bills (T-bills)
1 S T6 B/ I7 B3 d; C4 s- \, CTrust
# Q$ W. K7 ^" M, k4 S3 L" E5 wTrustee
6 j: K6 a9 N) a$ cTurnover ratio O, V. L% t' j- u Z+ J
Unassisted Capital
0 g8 t9 l" O/ k8 ZUnderwriter- k8 w/ A1 A7 r
Unit trust
v' C8 E+ q3 z) k+ a m4 B1 T4 tValue funds
5 ?8 a( U+ c, o- h, x* N" }6 PVesting
. }& c Z7 y, n& _7 @Volatility
$ X9 x: E' {9 m/ KVolume
2 e+ `) p: y% [& k G6 K5 ~Warrant
2 F0 r$ X- p# @Yield& \8 t& e. G# e2 l4 I- ~
Yield curve
0 m" L3 {# C6 z {0 X$ `Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
