 鲜花( 0)  鸡蛋( 0)
|
Account Type
& p7 H' F' H3 Q0 b# X* }- g4 d& a, F- vAccrued interest
+ y& |4 a" e$ p- [5 iAccumulation
5 C& ~; \. ^5 [+ Y* gAccumulation plan% i O0 O5 d- g4 ^: D2 s
Active management
& v, T/ V: f% R$ z% r! H* A, CAggressive growth fund
# z( K# E' n T Q7 o5 xAlpha# v" M3 N( o* l: u ~0 F/ @8 h
Amount recognized
/ l e1 Q6 }* l$ S+ j3 EAnalyst # s' o5 r; Z" d* ~: r5 O
Annual effective yield
, ^) {; g; H6 o6 wAnnual Maximum Payment Amount$ C7 v0 {3 d! G L$ U6 W1 D
Annual Minimum Payment Amount
+ C% j5 h. e5 D8 o0 V/ b# XAnnual report
B, `, L! t0 mAnnual Return
" m' m7 Q+ G( uAnnualize ' z5 @! W5 l" p& X; v& i- W
Annuitant ( l6 `5 E1 V: }! q2 ]
Annuity ' P3 P" _2 ^4 H
Appreciation
; x4 o( J: v4 W O9 |! B( dAssets
6 k$ Q# a! |& o& G/ NAsset Mix 5 L7 _2 t f! Q! [1 a9 m' A# g
Asset allocation
A$ e# E3 q4 r; X! M; MAsset allocation fund 5 @4 e ?; [4 Y
Asset classes
& d' m4 C' B3 y7 |! ^3 n/ D& pAssisted Capital
! X$ X. Z, k/ G+ fAutomatic Conversion
2 X1 w; _/ R0 R+ w5 t; z% I1 \Automatic reinvestment& S% l8 d* k+ e2 S, ^3 E i+ e8 e
Average Annual Compound Rate of Return
6 ^( m" _! l3 T2 G; KAverage Cost per Unit/Share, \( n) U' Y: {8 D B
Average maturity
; Y: ]3 e6 ^7 p% Z" m) zBack-end load 5 M- q* z, m- C; k8 h! T# ~5 Y
Balanced fund
$ A: B" Y6 f- r1 I4 ?Balance sheet 5 n/ ]5 O6 Y9 |! G5 A, U; Y* Y" m
Bank rate r" D7 O8 q+ w8 _5 `6 [& z% g( s
Basis Point 7 U" y' z9 S% i2 |
Bear market9 P: m+ f0 X4 [* C3 ^) ^
Beneficiary
7 N0 w) x- E; T8 S; H; R- L; zBeta( f( a2 g7 F- g! i6 P
Blue Chip & v) u% _) h2 Y1 n& k
Bond " T1 M6 m9 j; \ F
Bond fund
e' Y, F. X8 a+ YBook value
) E# `+ |& k' H5 zBottom-up investing
+ d( b$ P1 k' i) r; bBroker
: T8 ]8 U7 V0 S' ~Bull market
) P# A" U3 ~' a+ `! X) _5 DCapital
9 y7 d! [! J8 m: V8 D$ \6 CCapital Gains8 t. ^2 T$ p- y" X$ B4 c
Capital loss `7 s3 v8 s) D8 o( s s: E5 f
Closed-end fund
1 E% }/ r2 U7 r4 W$ [! X; qCompounding
6 v2 F" y b8 a! h2 cCurrency Risk $ `( z* d4 X' G/ r
Current yield
* H# b j$ y8 r8 u- z( c2 iCustodian
% X4 ^" \0 g2 b VDebenture3 }4 H& N2 r7 w' p! S
Debt
1 Z2 ]( h" n& S' P4 q6 I4 yDeferral
7 A; L5 c' M" {) N' A7 mDefined benefit pension plan( j. O" ?3 @+ ^( {: O! ^ d. o
Defined contribution pension plan/ |! b$ ]. r/ N0 P' v
Discount
- E1 J. |' A7 l7 WDiscounted Pricing for Large Accounts% t& \: a" B' f+ X( {( H3 Z( p1 X
Distribution History2 y0 U6 a" \6 [: n P
Distributions/ ~( ^) Q9 r0 E8 X U
Diversification
: x8 q( L& W3 v k. ODividend$ X; G* c3 ]' G: n! Y: {* A
Dividend fund
/ M' [( B! q& e8 dDividend tax credit
& G# T9 P9 R5 i4 k. SDollar-cost averaging
) D" u$ F- ?; }0 h; u8 bDow Jones Industrial Average (DJIA)) e( T! y; a( M' m5 u
Downside Volatility
. A/ O$ U5 f* i( kDPSP (Deferred Profit Sharing Plan)
; |6 e# w8 ?/ T) H) b3 r3 `+ ~0 HEarnings estimates
+ l( k+ r. K% Y( U) c. ^Earnings Per Share- S5 b" ]; k8 [( ]6 z
Earnings statement
2 V' P9 B5 V1 h! tEducational Assistance Payment (EAP)
2 s/ K8 v* N1 T. H) }& D- gEducation Savings Plan
0 R. G% j) N' s# k) hEmerging Markets6 r3 }3 G, O8 T
Equities (Stocks) 1 Y; {- V' b8 t# x0 \! {
Equity fund
- t* v3 H( f5 Y* G& ^" rFair market value
) Q, ^- K% Y1 d- ~. B% \Family RESP$ w$ s5 {2 i; Y# y4 b
Fixed-Income Securities
! Z( q' p+ O. }* q# `. v/ hFront-end load2 N9 u4 q' ?$ _$ F- H
Fundamental analysis
! ` F% c+ K! vFund Number
, k& O: L; U% @( D# C o- A" `Futures* F0 k7 l. L$ Z" `: {
GARP0 b/ p/ ^7 A! Z" p1 I7 K) p2 m
Grant Contribution Room
( p. ]6 r0 l0 h( Y( G9 xGroup RESP0 u5 i* {8 T0 A8 |
Growth funds
1 T0 |& a9 G! }' a6 ~Hedge
; I# C) ` E: h7 m/ X. _2 iHRDC1 V0 z: o0 g6 ] i) ~4 `
Hurdle Rate
% i* O3 ]5 i! O1 h4 GIncome Distribution% Y2 E1 A- x( M* P$ L
Income funds
5 |1 i7 N) U4 i; y m- ZIndex5 U/ y3 I+ Q5 a$ O! f
Index fund
0 V* y. P/ E4 L5 z% p7 O) J8 yInflation
/ `7 h0 G1 K! b' R# g1 _8 QInformation Ratio 6 ?9 K7 Z( |1 E5 A4 p3 K
Interest " y) T7 u; S5 `9 X8 F9 n: ~' j
International fund
% M: ^) j: h9 y- P0 S, ?; LInvestment advisor9 B& s. I+ Z2 K- s. t3 A
Investment Funds Institute of Canada (IFIC)
- s6 Q: ?! |# ]& F( _/ e( QLeveraging/ Z! S$ S3 ^# k$ O! y- }6 C9 g
Liquid
( m4 L# \1 t- V6 r6 |Load
8 D3 z# o2 Q( B) b# X' v# U, TLong Term Bond3 ^+ g* b+ A* T( e, K. R( j4 b
Low Load (LL) sales option
+ m4 }! N+ T$ E- {. }Management expense ratio
' [8 n; m; k; u9 A# JManagement Fee
& w# j" L7 G7 j- b4 wMarket Value of a Mutual Fund/ T6 @2 d+ x+ g/ m; n. {; }, e. j
Maturity
# j' g, P; o# O* S7 YMid-cap, C! S# |% M6 y8 b- z2 H
Money market fund
: f. F9 P& O/ r M8 _Money Market Instruments
; _+ G X+ N5 w/ }7 f9 H! j0 FMoving Averages
: J( Z% i. Y) q% Q* w: v7 Y# D- LMutual Fund
& w# B8 r) c% w+ R2 }NASDAQ
; c; ]+ i- a+ i- Z( tNAVPU
# n+ N# o# l" }4 ^" P. dNet Asset Value% k- Q% R. K( `/ k
No Load
0 V1 j( K* U3 N" C8 NOpen-end fund
7 n8 ]4 d1 m) WOptions
# E# v; s: B; q$ wPension plan
6 B8 |2 V, ]; u% Y7 \5 h- pPension adjustment* b3 O; Y8 P4 V* W
Portfolio
: Y0 b# V( p* }8 K- |PortfolioPro
- ~3 l/ u, Z0 j: N* H6 U6 z! PPost Secondary Education Payment& e3 r/ u* s9 N6 U* N
Promoter1 p* n; R4 u1 S$ v
Premium9 H2 N1 R* M) J+ N' E6 h* C
Price-Earnings Ratio
" _2 z; ^ D8 A0 f, |9 `% D. r* bPrincipal
% V/ Y' }0 n( D3 X L: TProspectus
; j$ j. D* g3 MQuartile Ranking
6 t' x% R, [* m7 G: T6 iRegistered Education Savings Plan (RESP)" f8 V$ m0 Z- Q* y9 B
RRIF (Registered Retirement Income Fund)
- H8 c* E- {3 o. S0 a* vRRSP (Registered Retirement Savings Plan)
# C3 Y0 S: `; b# u! f$ ARecession
' N" n0 N! V0 O2 ?Relative Volatility
; R/ \1 p0 U) p' W, C: JReturn
0 n1 y) R$ j' J0 W9 sRisk
) _1 C, p1 H: @; i/ r6 N; W/ a8 w0 [Russell 2000 Index 1 H$ {# ~" Y% p6 a; K
R-squared
4 c$ K: B: ~* u5 M* m, S' OSales charge+ K8 L* n! P3 [) O3 }: t5 c5 s4 |
Sector Fund
; s5 C8 Q+ p K( HSecurities
& t* m: j% x$ [* i$ @, zSecurities Act
3 U* j T$ ~2 d' DSharpe Ratio
3 m4 x; q4 e" s6 P" tSimplified prospectus3 ~) c6 X8 i! D+ G/ U
Sortino Ratio1 C$ I0 g/ [1 o8 E
Specialty fund; ^7 P/ X! t7 N
Standard and Poors 500 (S&P 500)7 i: q) w3 I" ]5 _7 _8 ^
Standard Deviation 7 v3 d6 `7 Z- E5 B4 ^; R
Subscriber8 z3 q: h3 N& n, _% F) l- N9 w
Tax credit
6 p2 s8 Y( N2 m! r4 aTax deduction& s! Z. M* C* j+ W
Top Holdings6 e0 n. p2 l3 \% H, T8 J' w/ F
Top-down investing
+ b+ a4 d, e% ]! e, [) |Transfer Fee
9 H3 }$ G) j5 W, I0 W* Y# d0 oTreasury bills (T-bills)
# h! O! X5 O2 ETrust " M4 N$ y9 B' }2 D" S
Trustee5 H0 B6 r! s: d" e3 Y) t
Turnover ratio
) K# Q1 a7 ]: S2 PUnassisted Capital7 @# O$ G7 u" K9 ~* p- h! w
Underwriter' h: h+ B# d/ J* l
Unit trust% N0 [7 E: d# z( A
Value funds 2 F5 Y, P# w# s% x x7 b2 [
Vesting
0 c6 `# v7 k5 C5 }. B; Q* zVolatility: f" Y- e- j6 p: n3 k
Volume ; V% a+ Y, ]+ ^- z
Warrant
X9 B, O4 d; N. N+ H' h$ u0 KYield
$ |# w }& M# n+ |Yield curve
. f' B. j q# oYield 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
