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Account Type, R! M6 H) t9 l/ K' g2 ]" T6 z
Accrued interest6 f# ]3 G" G& I9 X
Accumulation 1 \9 I9 ?8 d0 s2 L0 e
Accumulation plan5 R" Q2 v, g5 b) I- }: k2 `
Active management' g& U- F6 S/ |) C* b
Aggressive growth fund
- x' z' a, |0 `, F: [+ N% Q- aAlpha. \$ P0 P2 T# c% \- E% @
Amount recognized
. x9 c: Y" R) j( z, g! PAnalyst - G3 z: d2 K' K' c2 h& u, J: E" ~
Annual effective yield
( c6 m7 m) ^9 D$ K E7 {Annual Maximum Payment Amount
" |1 t) w' k% H' Q' @5 I9 HAnnual Minimum Payment Amount / A- A3 H6 Q! r, H9 ?
Annual report 3 U& b# @9 R0 P. V: u
Annual Return5 x% J% `5 |" u. h$ |
Annualize - x+ i' y2 O! s+ |
Annuitant
/ k6 t) A6 ^) kAnnuity
p' N0 c$ O1 [ a4 W' F: iAppreciation! W6 n. [2 A( Z/ h& d7 Y
Assets & X+ o0 f8 B$ S4 d/ b
Asset Mix
3 V1 `* ~9 b3 G, [4 UAsset allocation
) q- R8 A6 A! ?5 U+ M, n; NAsset allocation fund ! E/ s8 a2 @0 G2 `! \+ Y
Asset classes
/ n2 U# V7 d; T% t+ ZAssisted Capital ) X9 i3 M5 V6 t, ^! d' k- M
Automatic Conversion # Z0 }) d6 w9 X6 Y0 y# V
Automatic reinvestment
+ R g0 e0 J* O4 f2 PAverage Annual Compound Rate of Return
& t) ^ U5 ~' x/ _2 VAverage Cost per Unit/Share$ T' r/ P9 V9 c( J
Average maturity
3 r1 @; \0 v6 m& Y4 A1 C) s9 d+ i+ zBack-end load + N: K" C. m+ [/ v" }8 ~
Balanced fund
& A1 N1 T5 R" t0 h$ EBalance sheet 4 t/ v" i- [ i/ d
Bank rate
" f% r& V) t1 ]+ S4 @9 p. N) kBasis Point 4 Z9 V3 Q, B, S
Bear market
2 z: c4 T$ ?2 U( t+ } qBeneficiary / c K$ E' M8 y( M! i
Beta
; m( C6 ~" r0 \Blue Chip
' t3 ]7 k3 T4 d5 zBond
( a# V9 D3 L& N' d* i( e) PBond fund
& f$ |) `3 R, ` ?: L) g# IBook value * P7 a _: I+ r ]/ Q5 K
Bottom-up investing : o- ~$ }6 w+ ~% _. |
Broker
+ `& j" F$ J$ N, W3 k: J! w3 Q6 N' pBull market
# K% c p" g8 `. o* `/ ^Capital
8 _! j! N; y- l# |5 k- i$ q- aCapital Gains
. o/ r9 D# r6 d+ P7 y% O2 n1 S5 ]* eCapital loss
( p+ H) V* P6 L6 K* U2 }! X' AClosed-end fund 2 P7 u$ g( T# `7 a W
Compounding
' r( Y+ |, y- }( U& mCurrency Risk 8 U7 v, N; ^4 f
Current yield
) W" q# p/ l4 I" g2 I- {Custodian 2 ~* E8 b x/ B% i9 J
Debenture' q! f# d, s1 B2 X
Debt
: ^! I) A7 D: `0 ADeferral7 E7 ]6 K }0 `- s& Z
Defined benefit pension plan( i; ~* S v9 B2 f4 C/ F
Defined contribution pension plan
1 o! U) n, u9 N. i/ B8 ]' w& LDiscount
& I" N# O% r- k* LDiscounted Pricing for Large Accounts
! C" @; l- b1 L( f9 zDistribution History
2 @' `6 M) t7 C9 q& K( S9 D8 [Distributions* ^& ~- F/ b; r1 c: S" _
Diversification- z0 m9 d4 M' ~- L
Dividend0 T" m. j) `) ]% P) ~2 ~
Dividend fund% R: o2 S' `3 Q& N) o! r! g% @
Dividend tax credit
4 p& p; h/ _' ^6 TDollar-cost averaging
M% V8 |: }6 M$ r3 mDow Jones Industrial Average (DJIA), s$ r( m4 z2 q9 Q; h2 {
Downside Volatility* ^8 r# z: H( q6 Z4 S1 {! Q
DPSP (Deferred Profit Sharing Plan)
G. f x& M( ]: \: uEarnings estimates, r$ `% e" Y! E* O: x" P
Earnings Per Share1 [' e) f7 ~/ Q. C, c9 Q
Earnings statement
: A* b, S+ R N; l3 @0 i, N5 lEducational Assistance Payment (EAP)
- o# t5 ~; u( O3 X7 l" v' r2 k, }, JEducation Savings Plan2 o# k% k9 o: U* H; c
Emerging Markets
0 h. t0 C+ r2 o6 k5 o5 kEquities (Stocks) 9 V( S6 A8 e {: H8 m" m7 U" H
Equity fund, S3 s! v# [; \- a- U
Fair market value
% e3 {4 f) d. y5 h) g3 nFamily RESP* ?- {. L9 _9 C% {% Z+ b6 f6 o
Fixed-Income Securities
" M- b& R4 S: c% u3 C; VFront-end load. [7 J# G- p" n
Fundamental analysis
' W6 B, T9 l) Q* {Fund Number
& X& k- v7 Y) b/ S2 D- EFutures7 |4 m+ g7 i( Q
GARP
8 H2 i) ^6 L7 V Q6 UGrant Contribution Room, b7 F7 P1 J$ M# X- D" A- {$ @) e
Group RESP
, P# ]* V$ {$ j. O. L7 qGrowth funds . _9 B& A- E' Q9 z+ n
Hedge
) ~) V \. L2 KHRDC8 ]7 e C# Y0 g6 X- s, g
Hurdle Rate
- A9 e7 I% r0 P) |3 [6 \Income Distribution
6 `5 n' E8 o y7 P% f( hIncome funds
. k* p% t% p1 v5 J6 b9 J R- H6 lIndex$ M4 S o, Z6 q& C/ c
Index fund
( Q5 ^/ c7 [7 ?* E' YInflation 8 e; H$ V9 z4 ?9 @
Information Ratio " {7 c: O! b2 O/ |" h2 l2 d7 e# v
Interest
B* L: W! m1 ]- @7 r6 y+ P( `International fund$ S9 t8 `9 w2 ? r0 W' _
Investment advisor
& H$ J1 G) i, X9 x% j' QInvestment Funds Institute of Canada (IFIC) 9 ]9 N4 s y8 j8 ]8 B2 m+ }+ u" g
Leveraging
% S! L% {4 j+ l) F7 M( E2 `Liquid 7 R4 [) V3 m+ Y9 {
Load % x( q/ q% h7 o5 o
Long Term Bond7 h0 w* Z. e) d+ @- q8 Y
Low Load (LL) sales option
$ c) K4 Z C m: s# eManagement expense ratio
6 H; g# i. @5 E& jManagement Fee
0 X( Y, s+ ^: C7 }% k( m9 N, yMarket Value of a Mutual Fund, M- C: B! M- Z5 _& M9 ~1 q2 `7 L
Maturity8 |6 n6 e4 N$ t+ @
Mid-cap2 L) D8 _1 D, F* F
Money market fund
, p: a' Y' o& H0 `6 `9 w4 X5 L AMoney Market Instruments
# M9 D" t# ?4 M2 H! {Moving Averages3 A: m, j. V" R% y+ k
Mutual Fund$ H0 I7 U9 ~7 R: l4 ~
NASDAQ/ S' `+ l5 K% J( `: F
NAVPU( f4 n/ Z) u1 \# A! C
Net Asset Value% g0 l% L1 d" F# M' n5 k7 Q
No Load
) w# f }- m, G6 F, R3 _. L4 aOpen-end fund& c; ?: Y; z2 \, U; D* F |
Options
* ]8 N; F& |. G8 K yPension plan* L( P/ K$ A4 p0 X. e, I2 f) s
Pension adjustment
2 X# C8 i7 T7 m D. qPortfolio
- I- D9 k4 W. @6 MPortfolioPro7 E" t8 P( v% Z" d$ j" j
Post Secondary Education Payment
: J1 a0 l ?- zPromoter
+ [' ~. p5 q L4 m. n3 O0 ~Premium, [3 y1 `+ i1 w3 C- B1 u8 o
Price-Earnings Ratio+ b( E# U" X! ^
Principal) U1 _7 a# g5 y
Prospectus8 P' X9 w8 q" e1 [: M! [/ v$ s
Quartile Ranking# n' c. l' @, Y' x
Registered Education Savings Plan (RESP)! z* ?6 B$ l9 q8 M7 {
RRIF (Registered Retirement Income Fund) $ Z! {- V4 \+ x
RRSP (Registered Retirement Savings Plan) 1 F+ l& D1 y9 y; r% l2 C9 K
Recession
+ J5 g7 ?" O8 ~; z5 |- ?0 ]) cRelative Volatility
: T+ A4 g& i- i \. C) m% pReturn) o4 l( f0 }( ]; z. r# G) s
Risk ' K2 }+ @$ Z: n/ T$ t* U! e" C1 g
Russell 2000 Index
8 x: v/ [' N. ~# AR-squared' X5 {0 Y0 K) p6 B* X) F8 S
Sales charge
+ L$ V4 G5 i M m1 X3 z; |Sector Fund 0 S( r3 L' m) m! u+ h
Securities. H" H( O3 W; Y: }
Securities Act
. \4 \8 P% u$ x+ ]0 j4 _% T n; }Sharpe Ratio
& X0 r! r( u- v6 R6 f7 ]9 T% ^! _Simplified prospectus
c7 A E$ D1 sSortino Ratio B6 y4 K/ s" u
Specialty fund) S4 J# S4 T) d
Standard and Poors 500 (S&P 500)3 m2 W. `( O6 [
Standard Deviation 8 G r: C! p8 |- `
Subscriber1 s5 ~5 C5 V a" f* K1 i
Tax credit
U/ q5 _6 J4 @' V) m$ ITax deduction. f) d5 i: x) m9 M
Top Holdings, ^: j9 H1 t3 c. y3 ?" w
Top-down investing/ w& ? K7 y) {/ V! j
Transfer Fee
9 V# A0 y* Z9 x6 x, z: V0 ETreasury bills (T-bills)
8 Y- u8 F8 m6 RTrust
2 m; }8 M$ y5 I$ t2 d) }Trustee* u6 e9 U6 d5 x" A3 {
Turnover ratio
0 T5 w4 f9 L- o; K* LUnassisted Capital
2 Y! X8 N# g* E! P3 q, P; p; IUnderwriter! i5 L2 u4 F# W7 a- X9 _
Unit trust
' Z8 s y3 ~2 M# M9 xValue funds
4 B* ]; J( u& {) d8 OVesting
9 D) T7 s( N4 o# nVolatility
* H5 a; `+ O i4 y1 r4 nVolume 4 u5 p7 V& n' @- v
Warrant0 u) I( l& ]8 d1 c
Yield9 ~, X* O+ v# J3 T$ h
Yield curve" G5 c, k, Q; v4 G U& |
Yield 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
