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Account Type
$ a, }: T. V9 Z, Z% R6 n+ z3 FAccrued interest
; _& i$ x# n* w; n6 ^1 VAccumulation ! j0 P. z h. h9 u0 @
Accumulation plan
* t( Y' @! n1 S( XActive management" u& U/ ^, ~% `/ r* j; C
Aggressive growth fund
4 U0 x" \3 a3 L1 l- qAlpha
2 Y0 B q; v/ nAmount recognized I/ j0 C& n& Z5 \3 V8 W
Analyst
: E% R9 a$ K8 E$ ^; o' E4 L! KAnnual effective yield
$ m! b' T W: N; {: }6 t X6 NAnnual Maximum Payment Amount3 |9 _3 V; o4 g, H; }% W3 \5 c
Annual Minimum Payment Amount
* J; m$ h5 ` [2 t9 W( ^3 wAnnual report 9 v1 [. k) E8 `1 T& m
Annual Return
+ d+ w% \( b0 Y% l7 QAnnualize
8 p; e, L0 _" c4 sAnnuitant
7 t( o# A; k* S# _" I5 yAnnuity ' O! j# @" h( w7 C. i
Appreciation
& M$ ?. |6 g* l( S2 N% cAssets
9 y: T6 y/ {1 Q' T' w! sAsset Mix
1 }* N! V& y2 [5 v3 T& S7 xAsset allocation
; H0 }0 z2 }; R( X5 D( RAsset allocation fund
3 g( w9 H! c4 B% o: U. CAsset classes , i5 ^& b1 |! _! A% E5 Z. i
Assisted Capital / D. W4 W1 ^4 H( d
Automatic Conversion
6 @0 e7 P1 D) j9 n E: _4 OAutomatic reinvestment
) J9 `5 y* v( S" WAverage Annual Compound Rate of Return ; L5 ?5 K' X: w! F7 N6 u+ Z
Average Cost per Unit/Share
3 ^: O- P5 B' f& G. }Average maturity
0 t/ |7 Z8 U/ O5 @8 t! a5 R7 XBack-end load
; k" j4 `% J* \# }. z! ~, X5 oBalanced fund
3 t* ~5 C2 e. V& _0 }2 E" OBalance sheet . q0 x2 G8 c6 j$ Y$ e% F9 b
Bank rate
, v, y0 f& H: V9 t8 @& }Basis Point
9 S$ m+ ^& j D. `Bear market$ {3 S& S( T# Y. x4 }
Beneficiary - V1 Y5 A# P1 J; a: Z# d# p
Beta- D# P& ^$ ^& K/ p% j2 _
Blue Chip
; g4 y' X/ K$ K0 D' _6 PBond
" q: A& w( m2 B1 v1 M+ o7 `Bond fund
) o+ E5 i. s1 o/ h3 ABook value * v& y! ^& x6 y! V/ o% V+ R9 P& x
Bottom-up investing + i# b& j, a3 E8 f" r; J# i
Broker$ m2 n+ B6 p8 D. o
Bull market }4 k& |0 G4 H. ^: H
Capital ! ~# Z5 E! v: V1 Y, | v
Capital Gains0 \7 F$ R5 i3 h" l
Capital loss ' K+ Y1 k5 P6 u# E; ]
Closed-end fund
9 V2 H) M3 n% y, w. } h, o$ aCompounding & A/ u3 e2 \2 }' G& F3 q, K- j
Currency Risk / q! o) E1 G6 Z' X; N, u
Current yield # p8 R- y7 }3 e
Custodian " \& C7 r5 K4 a1 V/ T! K
Debenture! y( V3 `, H) g o* \
Debt
" d: D9 B4 y; Y/ L* a. k+ ?% n8 [Deferral8 X9 B" S4 p, _' @% r h
Defined benefit pension plan
8 r- _+ j+ B4 w4 C7 w' R- F" R/ oDefined contribution pension plan
3 i) z5 f3 y/ M! ?% M- {Discount0 |. C% u: _7 x$ l# a
Discounted Pricing for Large Accounts: O' t3 T3 ~( R
Distribution History$ y5 L5 Q+ I, t, g
Distributions
1 M) x" i1 U5 x4 `Diversification; e# g, l, V3 R% P5 A$ ^ [
Dividend
% r3 Q b6 u1 F3 c DDividend fund
! ]6 O6 Y/ ^! G; z3 oDividend tax credit% _/ x) S" Q3 t8 s4 c4 o+ k; {
Dollar-cost averaging" ~/ Y+ D2 G$ J/ E/ H
Dow Jones Industrial Average (DJIA)
- J1 a5 b7 l" o; RDownside Volatility" |; x6 B7 J v6 o, Y
DPSP (Deferred Profit Sharing Plan)
& v9 e. U9 v9 P7 Z* |' lEarnings estimates
+ W5 D! l4 e0 ^& aEarnings Per Share
) w7 l. M) v# Y0 q" Z- \Earnings statement
- @ Q/ `5 j6 D) |! mEducational Assistance Payment (EAP)
; H" N" S1 o3 g4 ?Education Savings Plan
, \2 R: l `; Q4 n8 c+ CEmerging Markets! o7 j" l. N( S* R3 Z" m7 ]7 L
Equities (Stocks)
4 G2 j! P. C7 h# Q) dEquity fund) w: N$ h, G; @) k' T
Fair market value
9 j' A8 H1 d z0 B5 |- A! S- bFamily RESP6 f5 {5 u0 |" ^' H6 Q& H2 Q
Fixed-Income Securities
0 q0 T0 z: Z4 YFront-end load
0 q# y% j5 O2 vFundamental analysis
) N5 C) s6 X& z" l& r6 U* nFund Number
7 A% C$ Q9 b$ q$ o& d+ B" n+ \& y, pFutures! h& ?" }$ Y1 x1 r' H) N- `) Y- a
GARP0 m- [* y# {! H& {3 a0 _
Grant Contribution Room7 R/ [* \3 s; y8 v. e- V2 A
Group RESP
) A b% J8 z- I4 zGrowth funds 8 c0 l+ Q* g2 K" i6 [; `
Hedge3 n% _) k7 g) ]2 E6 x
HRDC7 t# b! X' C5 H* B
Hurdle Rate# Y- O: @! O) q6 m
Income Distribution
7 c& E5 M4 y! x$ j/ ^3 \$ w- mIncome funds
7 J2 _# L( [4 F/ {+ a! a8 ?% T8 bIndex) H) L2 y* ], ^; W
Index fund. |5 d- y: |+ w6 ~
Inflation
; T0 Q0 q( F: X. |2 |7 z5 YInformation Ratio
& o# }3 v8 {2 {- M6 LInterest % @# L d/ M: @( w6 s% X; i/ }+ ]
International fund
& u, F3 z. R- P% M4 X! nInvestment advisor
+ E- b) [. U' }Investment Funds Institute of Canada (IFIC) $ P: W! q5 s' @
Leveraging
" T, y9 @% Y# |5 A* e$ D. u/ @Liquid 6 l: U% @8 t' L! [# s$ Z
Load
/ V9 c [8 Z6 E) w; \; `Long Term Bond
! m6 D: e0 v" t4 q! D# ZLow Load (LL) sales option5 ?, [* [; |2 L9 w. T) V
Management expense ratio& S! S; a: C0 p6 Y. [) T" d9 i, ~# s
Management Fee
% t4 t' [0 `4 _) K5 |6 I2 |6 p$ X5 @Market Value of a Mutual Fund
3 K# D |- B/ v' m4 xMaturity
/ S4 N j/ g4 y8 A* Y7 n5 }& v$ kMid-cap
$ \) P8 g/ U; H7 V- j; c! rMoney market fund# j% n7 o- P+ w6 o* P
Money Market Instruments
& @0 _0 d3 G# NMoving Averages; I3 `5 @$ f9 U7 B+ `
Mutual Fund
! d# Z5 h& J3 M9 t5 ~% o# ]NASDAQ
# j8 B- Q( A C' C p& KNAVPU
/ B9 A4 h! b% P; n( Q' zNet Asset Value2 r( V, P% l, \
No Load5 A2 e4 g4 t6 t Z- a, b' A
Open-end fund% P$ Y+ l( d, G( w
Options
6 g( x5 f) W3 @& P9 @. pPension plan" b& E4 x4 r" t5 o# l" e+ Z9 r
Pension adjustment- Q( m* Q0 w/ B+ u6 J' ^' F
Portfolio
) z0 l; h: v, Z2 t0 @7 E/ pPortfolioPro; D, V$ @% ^& x. Q' ^# z+ q
Post Secondary Education Payment
7 K' n4 \3 M0 V7 APromoter
+ k0 U9 K- N! w" `Premium1 k H* E e0 Q5 m3 ]/ d6 Q
Price-Earnings Ratio0 N( S8 ?# t y6 ?" y1 j& R
Principal
$ h3 G# Z, }6 h1 J; d9 ~. DProspectus3 e, U1 W+ j+ M
Quartile Ranking( N$ b) u" X3 \
Registered Education Savings Plan (RESP)
' \; O. Z1 e, I2 I! }0 z+ {RRIF (Registered Retirement Income Fund)
, Q3 H! O ^- _0 E0 }, q' |$ fRRSP (Registered Retirement Savings Plan)
- A7 [7 d; O. ^" LRecession
: }/ e+ Y: E1 i0 P y: e% ^5 l; ERelative Volatility
6 ^/ v" J' s4 o( Q8 B5 D; QReturn; A# W$ f+ s6 \0 O o5 Y5 r
Risk
& _5 E6 }! d" K4 W; B% A( T# ORussell 2000 Index 1 x$ \1 }6 Y: s, j- D. A- C; |
R-squared W0 T( O3 _& o5 o7 @6 P7 E
Sales charge
; b& M# V% F* ySector Fund
8 m. M3 r& r5 u" h. OSecurities
3 b6 N" P. d$ e4 Q5 FSecurities Act
$ l/ z5 F( ^1 A3 N# oSharpe Ratio
1 c* Z/ J2 F8 E9 W' n% w7 a; z" v$ USimplified prospectus
u# A( g: D0 t h- y" ASortino Ratio
: i: E: C O9 v" kSpecialty fund! y; W2 J7 ?6 e3 J( M9 ~! \
Standard and Poors 500 (S&P 500)
5 O% s6 a: D6 z7 h* e6 I& ]0 a. z- ^Standard Deviation
$ _) F# k! ]. ~; USubscriber
* v( N9 b% g" H/ E( L \Tax credit3 { E9 m' \2 f; N. e# Z
Tax deduction6 b7 w. Y& U4 o- E3 J
Top Holdings! }5 B% N3 m1 E9 M5 o
Top-down investing
J A) g: a4 |0 t. M y% q4 ETransfer Fee$ X/ k- y! q" w2 C
Treasury bills (T-bills) 6 e+ Q- e% z6 B
Trust
o9 W7 S# G6 W# U7 VTrustee! l% f, x3 E: Y U5 [0 N
Turnover ratio
( l3 ^' t& x; o- q$ o9 SUnassisted Capital
5 Q4 e- J+ w- x7 D# {0 `Underwriter! e+ O U( N3 X8 R9 a: i
Unit trust* Q/ k, O5 [2 N7 @5 V( f
Value funds
: y/ k- b% `! D2 |Vesting
* l5 Z% f8 w2 E. h/ i$ ?3 l* v' wVolatility6 P/ @6 V: X3 g0 v: A2 G
Volume
& h c6 h; m# J- D1 ~2 d# jWarrant( d' `- H! r. k, c7 o* b% Y
Yield
2 T0 A7 e$ M* G& {Yield curve
; R9 q- X- {$ T, m1 K0 fYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
