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Account Type
( R% V2 n n) h* M: D, lAccrued interest
$ F% N2 \2 r9 ?& r( IAccumulation
- ?3 ~$ x" l$ W* t e, W4 b GAccumulation plan
8 S# O# z! }4 G0 K. CActive management( _% Q$ ]. f% N* @: g" y2 S1 ?
Aggressive growth fund
" G" |% N, z6 T B! {Alpha+ T& ^& P3 @( E4 ?
Amount recognized 0 t. X6 g$ X' X% X: C4 W1 \0 [
Analyst
, r. g% ^8 x. |& }6 e, nAnnual effective yield 2 r8 ~8 v8 c, {# F% _9 P
Annual Maximum Payment Amount# I" d" P4 l) p! J! S v
Annual Minimum Payment Amount - e7 `( t' W* Q7 [4 _
Annual report
/ o" M2 X+ ?4 l% R3 x- q7 AAnnual Return5 c3 i D5 B6 b' Z
Annualize
* U& u* Y9 t" l3 N) @. jAnnuitant
3 c9 K8 }9 \/ T/ X, FAnnuity - O8 d# X% l4 R- S
Appreciation; D; x% d! \; z& q5 H: ?
Assets + f$ k' M& F2 ^# V+ [% r
Asset Mix - n9 U8 D- R/ _6 S: S- s8 x) w
Asset allocation
" L t( B# C4 ~Asset allocation fund 8 K" s \( g3 S2 X$ a- S7 R
Asset classes
! H8 w" S( H% J8 j$ ~9 f5 sAssisted Capital
$ `! x9 C. t2 \% G1 IAutomatic Conversion * j# w7 z+ P7 N
Automatic reinvestment
* k. q1 C, t9 p7 @0 X2 aAverage Annual Compound Rate of Return . U3 R5 T4 d! F) e' u
Average Cost per Unit/Share( f" w$ w2 }# j3 Z1 Z
Average maturity
! N! I2 o5 C# H: o4 NBack-end load
B- t! u/ I0 j/ g0 rBalanced fund 4 I4 f1 U1 d# R6 E& K0 u5 t
Balance sheet
+ `+ W3 D$ {" \) V4 _/ h* oBank rate
|2 O% r2 O5 ^Basis Point
( o9 C( c$ X# i2 C; A, M0 h6 `) y$ ZBear market1 s% b' v D5 y5 O
Beneficiary " q- ^+ ]$ X+ a8 u' {
Beta t# h9 \% T- [5 F j' L. ?4 s7 T8 z
Blue Chip , l, X: `1 {' |% i. e0 f2 b
Bond
# I2 D. |2 _& B+ y. g! R% F$ NBond fund 7 o7 A: U @9 ~! c' p! c; H
Book value $ G2 [% n& D) }; k! h! r/ O8 i
Bottom-up investing ) d9 u% s' K" c( W8 r. p2 J) M% D
Broker& z* l, o' o$ ]1 w
Bull market
6 H/ B q5 T% _Capital - i6 l9 E' r2 |- }
Capital Gains
: L! O5 T& a( }# p6 o/ f6 bCapital loss
# @- u# F+ V0 w( D$ `2 H9 C7 nClosed-end fund & u& G6 H3 _. ~) q8 X& r+ U# n( e
Compounding
1 y- C/ O7 v0 H$ i! L' N4 e$ `; ~3 i( zCurrency Risk
6 {6 q( J2 v6 P, |9 CCurrent yield
; t7 i, U! o' _$ ~Custodian - ?$ M+ G* y7 I4 K
Debenture
. S2 x9 `' @; jDebt% k; }# E9 k" ~8 |1 |1 t2 k
Deferral/ k1 M& z1 Q$ q/ P, {- x
Defined benefit pension plan
5 b I6 Y9 X( t. oDefined contribution pension plan5 m$ U; Q7 {/ U) K3 O
Discount
0 d0 f8 C" `/ M' Q9 _* TDiscounted Pricing for Large Accounts
8 l, P1 S) Q6 ^Distribution History( M8 y5 d. w L% x
Distributions6 D7 T7 V+ S; A b' s) j
Diversification5 q0 H# }* P6 \. A5 @ K# ]' U0 v
Dividend) x( S \8 [2 S; @* Q
Dividend fund2 }# D8 q* p3 i( F* S
Dividend tax credit: ] c* `! y1 m6 X* ?7 a6 n: |) Z
Dollar-cost averaging
. P! l8 Y3 a% ]4 C1 m) z5 KDow Jones Industrial Average (DJIA), t {" W( D( ]9 R
Downside Volatility
0 O% ^9 S5 K$ Z, s$ q: VDPSP (Deferred Profit Sharing Plan)
0 d E" `0 h0 W! ? J3 D8 \3 `Earnings estimates
( L X' j) B. ]4 hEarnings Per Share& a) S: z$ x' U- v1 h) E9 y4 j
Earnings statement% ^$ u; P" h+ D" A
Educational Assistance Payment (EAP)4 L. y' |" h) {. _' d3 W
Education Savings Plan
; O0 a( ^) e7 m% z! dEmerging Markets
6 {6 z8 s# O4 l* W- uEquities (Stocks)
, P* ]3 n" ^% W. h% JEquity fund
# F- p8 I0 w: a; [$ QFair market value- A4 z/ |, y3 H4 f- k0 P
Family RESP2 M1 a# I& _5 K5 Y4 U) v7 X4 a
Fixed-Income Securities
* [+ |. ?. y9 ` F2 \% B( C! b3 OFront-end load* e9 F, ~! }7 h& m
Fundamental analysis
4 M) t0 b4 E9 X9 ?" wFund Number7 W' Q( a0 M' v5 o; \
Futures
, P! o: U! ^9 ^" r* w3 _GARP
6 }( z; U/ p$ T5 RGrant Contribution Room8 j7 `8 L# x f4 ]0 G
Group RESP
6 C' }& |* u2 j; wGrowth funds
# z; D; ^: z, k' x( y; fHedge
' c+ W: U/ x( a7 R$ }HRDC' T" C$ U, `) e4 o
Hurdle Rate
# p' I) c1 H; a# s% M6 ]- x( N" eIncome Distribution& N" j n) J3 e
Income funds
: n" z( s5 k0 u; b. W* lIndex4 g! a/ h" t2 b
Index fund" y1 E* Q/ ~" {4 Z0 c
Inflation
, J) U4 ?, _; c: H8 m4 y# MInformation Ratio
; A0 f7 b& Y. C2 ]+ j( ^Interest & _; ?+ u9 h( N/ M
International fund
8 v5 S) Z! ?* y1 j+ `8 qInvestment advisor
, c6 [. b+ n7 Y" D$ e) z3 p- j# |8 z% |" hInvestment Funds Institute of Canada (IFIC)
! n. f; Z2 ^ n1 yLeveraging
+ c, ?' a: k9 [! Q4 C7 w9 ULiquid 9 U0 G, _+ y/ C" b
Load
. f9 b: g7 S u; V' ALong Term Bond8 J9 Q( m1 H: l; M
Low Load (LL) sales option
" p$ S1 n4 h* A% |4 M7 R3 uManagement expense ratio3 N- h/ f1 `' ]( Z& q6 B3 ~8 j% e
Management Fee" t& ~+ x$ V+ S. A' ]) O0 }
Market Value of a Mutual Fund; `5 ^0 \5 ]5 R' D+ t- r4 B
Maturity2 Z/ O" K' L* }. I% x" j
Mid-cap. W6 e& [4 q0 {8 A; k: ?
Money market fund9 m( I9 M# ^' j5 T1 j
Money Market Instruments! U7 z+ K- Z3 H$ w/ A5 w
Moving Averages3 w; }* D6 J) ?0 p+ _
Mutual Fund
6 O; F/ U9 o, [: FNASDAQ
) D) c W- I( n. A6 L+ ~NAVPU
7 B3 F1 i" j( }7 U. tNet Asset Value! e/ A# p5 z8 u b5 M; B) v
No Load+ v& I/ a/ n9 y. s% l" _9 _# X9 t( C
Open-end fund9 d7 F4 Q: u# O0 P, t J$ \' q
Options5 J3 l& u& E5 t5 O% w1 z) d: B
Pension plan
G& `+ |7 v: H8 _& F* r. ]$ f6 gPension adjustment1 b( n. p/ X1 \) o3 h: \# n
Portfolio
% {3 G8 F7 `, R! \PortfolioPro
W" P+ b0 Y3 W" D$ PPost Secondary Education Payment
: w* Z0 ?' B/ s7 H* X' A& QPromoter
5 P% \ V* a! C @/ @Premium0 l5 ` n" C! d( s; @! p
Price-Earnings Ratio
. d- u5 T" `; }0 B) z* lPrincipal2 S) Q/ p: S/ }2 v- p' p; c
Prospectus7 v2 M- v3 X( U" W" g& B! x
Quartile Ranking: ~5 L6 M4 ~- m4 Q
Registered Education Savings Plan (RESP)
8 {( L" n, z8 d- d: yRRIF (Registered Retirement Income Fund) $ {; l; T- ^0 I$ C! i
RRSP (Registered Retirement Savings Plan)
$ u, G- H- P9 m/ l, V+ l* J* e- BRecession
# t- p9 b; G5 c, WRelative Volatility5 P$ G K' Z; y
Return% G+ m0 h$ G* c2 ?3 R
Risk
3 V" w2 p* @9 r' P eRussell 2000 Index - W7 ?; I* X# {" x1 A( R
R-squared4 M3 m8 m( T A' x) U
Sales charge9 m* E; Y. z& Y( Z8 s7 a
Sector Fund
2 N# K) T8 t7 Q' l; m9 E$ GSecurities
* W4 N3 q- W( b( c3 ISecurities Act/ Q2 }0 o: g, e0 z( b& V, y
Sharpe Ratio! t1 i) ^* Z+ [/ S! E g8 L
Simplified prospectus# [ O5 P7 d) w7 c& C4 o- a
Sortino Ratio2 J, D: {9 w6 k* d
Specialty fund. R' u$ l8 r6 W
Standard and Poors 500 (S&P 500); g; k+ \* o- }9 {! P8 e4 Y
Standard Deviation
2 J3 r2 }/ B" d% O* [Subscriber
' n' b" H8 C+ a/ |8 J' ?Tax credit% A- L. Q7 ^( C
Tax deduction
' ]$ ]& r. A( u- t; yTop Holdings* I# T+ a. C* m/ b$ Z6 ]5 ?
Top-down investing7 k% k, ~0 ?. Q- Q" a3 w; b+ i3 `
Transfer Fee
8 g# v i: a5 H/ s# DTreasury bills (T-bills) + @1 M' G ~+ J" q8 O- C; v# n+ ?
Trust
/ T' _3 {% \* `5 zTrustee! t% P, S# N' [
Turnover ratio
3 Q1 m. L' v2 `. |& y' VUnassisted Capital2 C: H* z7 R' U, S. X
Underwriter
% c1 w6 D" V* v4 d$ EUnit trust# O, m2 `" U6 k( @) ~
Value funds
; K! ?9 I4 w; A5 F% DVesting
6 [9 }/ x9 t3 Q: @Volatility! T$ r& b4 i, ~: ^: ?) U* n& |
Volume . H" ?+ a6 [2 J% A" x$ \0 p$ G k% g
Warrant: ~. B: {. w6 w. ?7 E ^
Yield/ G: `/ |% ?0 ^6 y% c3 M. o( M
Yield curve
, i( i1 Y, A: A3 Z( e8 oYield 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
