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Account Type- |, f% h8 `3 ]$ h; o
Accrued interest# H8 L7 @6 B0 J; g' n5 Z
Accumulation ' i. o( f& p6 J2 [
Accumulation plan# }* G8 @+ R; @$ e, Y
Active management
7 Y- v2 }' L4 Z+ z; \Aggressive growth fund $ ]* z( w" P1 x& N. L
Alpha
' j) O8 o, ]. ZAmount recognized
. d- r5 _: u1 fAnalyst
. O6 q. U3 c GAnnual effective yield
! b1 `" L7 H4 }Annual Maximum Payment Amount
" L2 I/ I5 @ l3 VAnnual Minimum Payment Amount * O- n3 }3 k3 k* Y
Annual report
2 [1 x6 T( n6 p6 T$ L, G9 p& x5 q3 bAnnual Return4 v. C) a5 o n1 j3 E
Annualize
: C4 J9 M# I; H. e2 _* ^Annuitant
1 H @5 q0 r( g! U# w& t- H) hAnnuity
( g) V- ^& x& i* m" L4 V5 K, CAppreciation1 \( J) _' E, q6 b# V
Assets
) j. z/ \# l8 N/ s% WAsset Mix
/ z+ v0 M* M9 |( a2 lAsset allocation : C( U8 p$ g4 p, R7 N% ]8 ^
Asset allocation fund ) G7 @6 J+ T$ f- I; ]
Asset classes
6 t p+ Z+ K3 }0 k9 }! {0 a0 ?$ GAssisted Capital / r' Y* Y, C7 W( l5 B8 r8 I
Automatic Conversion ) D% A. r! Z& X% B
Automatic reinvestment$ H( @8 L6 Q N3 }; C
Average Annual Compound Rate of Return 8 y1 I7 g. s* v9 N! q$ k
Average Cost per Unit/Share/ J% g D9 E8 W x3 s$ `- H
Average maturity# f, Z' h' j* x
Back-end load 6 r; v8 U' [7 m0 b! y
Balanced fund % n9 W' f8 r& M' G& q. X1 @; u
Balance sheet ( y$ q, t/ y2 \" d
Bank rate+ E* b+ h1 s' V1 O3 _( a
Basis Point ( O4 |- `) |% ~# ~- q! l
Bear market0 S" y% y$ q% j$ V
Beneficiary
( i. B1 O' I* w, t8 t ]Beta& |3 J8 S+ g7 V
Blue Chip / x6 }- w+ S0 L( C3 ?; r
Bond
, Z2 |6 F( X2 k2 |1 _Bond fund ! f3 m4 B' M1 d3 F5 A9 K4 Q
Book value 3 O, q+ r# F2 S4 a5 l, L6 I& S
Bottom-up investing 6 A8 D" ^/ f# @4 n
Broker8 l& c' S% \8 O' y9 ]- L' T* w! W+ _
Bull market8 |9 Q7 e [" M# a
Capital
( `2 B( D1 S3 B5 {Capital Gains
. O9 l( V, ~5 T6 e. ACapital loss + R) P' I! @- k+ {/ q: Y9 m/ T4 F
Closed-end fund
- J3 m0 W5 O: z/ _' ~% C3 U1 YCompounding
; `7 j9 i+ ^4 D2 ?" ]" VCurrency Risk , V/ b' k" ~5 K i
Current yield " m6 T6 d7 \/ ]# _( m
Custodian
) ?3 w1 E6 U" _, \Debenture
& f0 }8 u" b$ F: E5 K( |Debt7 _7 z/ X2 P1 f* x2 z" ]
Deferral4 m' R1 L' J3 ^) U& B
Defined benefit pension plan
% M9 A& K: H6 JDefined contribution pension plan
+ P: x9 n P4 s+ M8 e! N. V0 ^Discount- R" m7 G$ t9 `1 M4 y
Discounted Pricing for Large Accounts
9 {4 A! o; J2 p. u( {% tDistribution History
) P& M9 `8 { M. jDistributions4 o8 s: l$ b$ c# M* ~" G
Diversification4 F. L+ l( f& b. L1 e o' h7 L
Dividend4 P; z7 m# R3 I! O, a! s
Dividend fund) l6 `( {! B9 @+ E
Dividend tax credit
& B' `4 p( ~% _. {% eDollar-cost averaging' \* @1 l1 E5 f2 U
Dow Jones Industrial Average (DJIA)
% W4 ]" [' }3 g7 B+ w6 i# VDownside Volatility- t4 w( g0 k$ ]" u& W2 o
DPSP (Deferred Profit Sharing Plan)
$ ?* R% v- k. f& P( f# z/ gEarnings estimates! ]% G ~( U7 k: ]* u
Earnings Per Share6 P2 W& H3 a$ N r% O
Earnings statement
9 S0 c+ b/ a0 M) H3 q9 MEducational Assistance Payment (EAP)
6 x0 R2 x) I5 J! m2 e4 m5 y9 wEducation Savings Plan
' E! P7 r; ` P. ?# XEmerging Markets
$ [' t& }3 e5 ]8 uEquities (Stocks) 0 ?$ N; Z# q/ e8 C% K! v
Equity fund" r5 k' G2 S' p! Z3 v6 R; u
Fair market value
( |4 v: A! Y9 Y4 Z2 `2 ~2 J! b4 _+ P& bFamily RESP- h7 t8 X& {' l, {/ O, ^, Q8 M
Fixed-Income Securities
p U; k! Y- E9 _8 O4 CFront-end load
* `. H7 A' W- Y. vFundamental analysis* X$ |) B8 x" N
Fund Number
+ a4 G: U. h3 e OFutures
. c* Q1 [) g( oGARP/ }, n) L/ e' a0 P, h1 u% F% s
Grant Contribution Room
; G( }6 o' `4 Q$ Z pGroup RESP
5 q( R+ L8 F3 N$ WGrowth funds * j3 J# x- n- |, A0 c0 u
Hedge
6 a+ J0 @: O; r% K' }/ X- EHRDC: U& q# q1 o) `$ ?) T1 p
Hurdle Rate0 I) L6 a) n# {2 Z
Income Distribution
- I- B( ?: Q% x7 l2 x2 f% qIncome funds 8 n: R+ d w/ x& e9 D, ^6 h
Index c: t1 d+ z# I
Index fund+ f/ \ S+ W, r) a3 h$ @. }
Inflation / `4 U) ~% S" |
Information Ratio
, V; H5 `0 Z# U; eInterest ( L3 P5 f2 x$ K3 S& D
International fund) o% U8 P/ |8 `: A6 t; h& Y
Investment advisor. H4 x: G7 j& P0 N
Investment Funds Institute of Canada (IFIC) 7 p$ h9 ?" }: e+ B* F' G$ w# h+ l7 B* G
Leveraging/ L# }* T- B& s9 k0 d
Liquid
6 E v g+ @- Q7 @Load
; _$ u9 O x& J) W: eLong Term Bond" r* V8 z0 H8 N4 Q( z
Low Load (LL) sales option
6 k* K$ H2 h$ P, p+ R; jManagement expense ratio
: s8 |8 W" s) S- ^' E3 Z' iManagement Fee6 b$ S2 Q6 k6 u# t" ^
Market Value of a Mutual Fund
' ]' U+ N% Y& L/ r. DMaturity
" B3 H4 t; W2 A: S6 I8 RMid-cap' G* ~! J( @; x, K( P7 x* G
Money market fund
9 m' ?# e/ K9 j( L( m e# A- HMoney Market Instruments$ W# z5 I; {6 q7 N; l. Z3 Q
Moving Averages# Z' I+ U0 U( X& u! r ^! M6 M0 W
Mutual Fund6 U5 B C4 N9 [4 H
NASDAQ8 K* g, _5 c' |9 x% k1 C" @6 L: Q& v
NAVPU/ p3 f. H2 B' U2 ~0 P8 Y, ]4 M
Net Asset Value0 \- `' E, q6 q# @$ G
No Load
! g3 o* l' d6 D" I- ]& uOpen-end fund* I% m3 G2 _# t2 e$ V
Options
/ C, m+ \" q) M! ]0 r. K2 F" rPension plan2 ?7 Z8 j" ^9 s1 [6 s3 _
Pension adjustment
0 |/ q4 k5 O. q3 f. [Portfolio4 x) q3 m" ^6 Z/ L: l g8 x! s0 T0 r
PortfolioPro7 p3 |" u, @, d, p
Post Secondary Education Payment% w- d: B/ U# B3 P8 n+ P8 L/ Y+ t
Promoter
+ q( a1 D9 [: Q9 hPremium% a$ \4 e( r( d
Price-Earnings Ratio
?4 W2 B" I$ U$ q$ `6 e( @2 fPrincipal
. @& _! j4 l' c( O o( N$ FProspectus3 G6 J# t3 ~8 ~
Quartile Ranking4 v( Q( Z5 Q l# O; T/ C5 [
Registered Education Savings Plan (RESP)3 T$ \, B w) o! V: @
RRIF (Registered Retirement Income Fund) 1 X- H6 r! N0 F. j0 S9 D
RRSP (Registered Retirement Savings Plan)
& k2 i# b- k( G" ]; b4 H x: sRecession% X3 n2 _/ T' G& B% h
Relative Volatility
|( Y1 i7 ^$ X5 n6 ` X" X" E' jReturn! M* Z! w! Z$ w3 Z- ^% c" ]' {
Risk 3 _1 n' e- r$ F y
Russell 2000 Index
2 W; u% u( y; u' NR-squared
8 [' k/ G# g# b! |" ]1 C, V) ]Sales charge
' H S2 D) w3 Q( R: u |4 ~* oSector Fund
& u0 w5 a1 E' c, mSecurities" x, i/ [; R6 u
Securities Act" S( V" E8 {0 f& b5 ?) t
Sharpe Ratio( i4 ~' Z0 v3 j
Simplified prospectus' a5 F+ c P/ Y8 B2 r/ c
Sortino Ratio# U& U$ z: Y9 W$ b) E
Specialty fund/ k, z8 F o) ?2 p/ r; t* D5 A
Standard and Poors 500 (S&P 500)0 t9 v; U/ p( Y& R \$ `! M
Standard Deviation
0 k, V5 B1 _( D# b) ESubscriber
/ V9 I4 \5 T Q' n$ ATax credit
, f# b1 b" S1 r ~Tax deduction3 u$ l! {) {* D
Top Holdings
$ ^/ e5 J: ~ KTop-down investing
. J& Y3 z( n/ k ETransfer Fee* s2 w8 x) ~. V2 y/ T
Treasury bills (T-bills)
' ?- p1 ?$ k# i* s& jTrust
) k8 w( Z8 K3 N( Z2 x U% f& N1 iTrustee/ r& l0 F, |1 y# J4 G& n+ k: q
Turnover ratio
7 J/ A( H2 a3 n& O3 Z' b% |Unassisted Capital3 T+ e( B: s ]
Underwriter
5 m2 U; s& C/ f9 S, `# b4 G0 Z F1 d' zUnit trust
: N+ |/ S$ A& S' q. gValue funds
+ o) ^# N+ ?! s8 R, k, NVesting+ q# I2 n5 q2 U/ v
Volatility9 q- H0 }% V' ?, }+ L+ s& I
Volume ' j+ p+ F9 Z7 O9 j9 G
Warrant
; M) ^7 @' c* p) WYield
6 b$ K0 R# d" v7 Y+ ~* }6 XYield curve! X+ ?. L7 b1 `
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
