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Account Type6 M2 @" y, b4 |" x
Accrued interest
6 r8 \( n, L( Z8 f, @Accumulation $ D* V. P; H2 M" B
Accumulation plan
' ~+ i, M$ N" j6 YActive management
$ H/ U0 J1 q& |: X( p( Y' d4 FAggressive growth fund
4 V5 `3 M V' e# j( NAlpha4 s u* q+ ?6 B( c) [% ~% R
Amount recognized 2 P" T- \" m% p% y' R+ s
Analyst
# u# [% ?) t- i: @2 z+ m. PAnnual effective yield
) r, S# ^6 P; i$ R: m0 @Annual Maximum Payment Amount" h: j3 A2 ?- Z; ^, B
Annual Minimum Payment Amount / k; X. J# n- G& C" {
Annual report
4 W# b. U6 x8 z+ s+ L# y- aAnnual Return
# U& D% N3 l7 I* ~# }Annualize # `0 D @ g) T! a+ |2 ^0 E6 G7 [
Annuitant n. m" j* q! O8 I8 q6 q
Annuity t. m+ Z# J- z$ H, _. N& p0 s
Appreciation/ o. Z8 F" o; }& ?2 a" `9 s( X
Assets . A @% j, U7 a0 V3 b7 y/ Z. ^
Asset Mix
8 ~7 q X K+ H0 y! S/ N# l9 w3 ]: s: pAsset allocation / E8 Y/ v4 Q# t) b
Asset allocation fund
, u5 I& k. B( [! {Asset classes $ q' s! B4 i' p9 ^4 I9 |7 P' \
Assisted Capital 9 J$ `2 c# z0 S$ N+ e9 q% g7 R
Automatic Conversion * l2 O% s- X9 ~5 O8 F2 M
Automatic reinvestment
6 B! Q2 \$ y; [( V$ Y3 n" SAverage Annual Compound Rate of Return 6 i c! X6 w, y, N" v* W& r
Average Cost per Unit/Share
, [8 a( G; Z: v' x7 Q+ t9 L( x2 uAverage maturity
# R; _0 g3 v% z8 q9 x4 CBack-end load 5 A7 x3 D3 D9 T' `+ P/ \- v
Balanced fund
* N" v1 M8 M/ }% vBalance sheet
5 g3 A4 f7 |( Z8 p8 z& X) P& UBank rate
9 c# k4 F$ p7 W! i% QBasis Point
: V3 O. a4 a! |: v7 Q) a0 U1 W \Bear market( O% u: N3 W- x) r5 ^/ q
Beneficiary % x% G1 k$ l& B) w3 {+ p# ~
Beta; H. D3 q$ J% j9 w
Blue Chip 0 k1 V% |" u/ T- B9 v- W z+ }" t
Bond 9 B& h! b8 Y: m {. J
Bond fund
- W- H; L+ D+ [7 UBook value 1 b/ t2 ~+ C5 [' `& Y- J5 L
Bottom-up investing
% C2 ]2 y7 ^3 p ~# yBroker; z- v6 G/ h6 C2 t; m @
Bull market
, a' N ]5 }! T$ TCapital ! k8 S- }/ N) y: r5 H+ d! H7 f
Capital Gains! @3 h2 Y9 K5 T) G l) }& V6 C
Capital loss
: E, @1 }: o% @+ C/ gClosed-end fund 0 T$ w3 F4 M! E' \7 B
Compounding ! k o) y9 S b3 a' `! `# i! Q$ C4 r
Currency Risk 2 ^$ w; J2 \* ^% L
Current yield * I3 o- ?; q6 [$ c5 q2 A! N
Custodian
( o8 B3 Z6 S* F2 u7 s$ FDebenture
' V0 X. O) o" f* ~; iDebt
* Q1 R& A8 i: f& |) D3 b& LDeferral8 w7 p2 R; V9 p7 h. @/ }) p
Defined benefit pension plan
: x+ ?5 E2 d9 h* W; b$ oDefined contribution pension plan
: g# w2 |5 s* g+ x: s% @Discount1 [: C4 z3 G) D
Discounted Pricing for Large Accounts
, d9 f, o" y( Z/ I1 @& zDistribution History
5 K* ?7 X+ P# h: X# B% u! yDistributions
* S3 S$ L1 v4 I* X+ S' ^Diversification1 c2 g4 e/ T6 M/ D
Dividend5 `& t$ q! z. }
Dividend fund
7 M+ B1 M( V& j. j/ ^Dividend tax credit
' ~; r# Y9 d- s; ~8 [Dollar-cost averaging
( D1 t. o& ]( _1 u: pDow Jones Industrial Average (DJIA)/ ~4 U* R" V/ m3 C! A$ E2 J. D2 p- P1 \) w
Downside Volatility
8 ?, m* i& |4 o6 ^& q5 Q- D$ LDPSP (Deferred Profit Sharing Plan)
, Y* j2 a4 S+ r( p5 n; a/ E" |Earnings estimates
7 }- x. Z9 e* N! x3 H/ zEarnings Per Share
: {* {" }& i8 _3 K) C+ yEarnings statement
( U7 F3 [( v, W9 j. Y0 m$ s5 yEducational Assistance Payment (EAP)
$ c3 Q8 l" I- C0 s n: {" BEducation Savings Plan
) W* ~: c3 o5 L8 {. ^7 KEmerging Markets
; P7 l: A5 e) cEquities (Stocks) / R) q) q! R. H
Equity fund" {4 l4 r3 ?; Y+ [
Fair market value8 ]) f1 C5 ~9 h& c r3 _3 O
Family RESP3 c# T1 f7 d: G( `3 {9 S2 M
Fixed-Income Securities% |/ q) o" B$ j& e
Front-end load
3 D( X! M5 U/ ?5 ~' z# @Fundamental analysis/ [2 [( L+ y/ \
Fund Number1 D+ k' J- U. }& @2 D- Z. e
Futures5 v* S, C0 E% x4 ]
GARP
( `' M, p6 X$ j, A4 GGrant Contribution Room& G( t! I1 c0 t& N9 \; N8 F; D* y8 Q
Group RESP
% d+ D7 W- R( c$ \1 |" g8 yGrowth funds 4 B' @, W( |0 y( f
Hedge L1 [) L4 p9 d5 }! E4 I1 j7 v+ w6 e
HRDC) ~: X& J4 q2 E: Z& A) y6 C
Hurdle Rate' q! g0 S, H( s
Income Distribution% E* `7 u4 J* A0 b: _
Income funds $ y! J7 R; [: Q& @2 u
Index- Z& z4 V- x- F
Index fund: R# S: D! m$ m9 l
Inflation
* D( a! b. ^ @Information Ratio $ \* v' W' e {" T$ h' m3 ~5 a
Interest # ?# w2 }4 B; r( ~! @- g
International fund' j2 K+ `3 m) l/ s1 A# z8 a
Investment advisor
* u* k; H( [" D7 T6 U/ W; J% W. wInvestment Funds Institute of Canada (IFIC) m/ P: N" Y! P6 c5 O$ s8 @
Leveraging
W5 X" k9 ^0 v6 SLiquid
% V+ o4 b0 J1 bLoad
: a. \$ r# m, S2 s6 mLong Term Bond
2 B+ I0 ]* A1 ?3 c: D$ V& Y3 R) X: R& LLow Load (LL) sales option
* C. l& m& Z, [, Q1 L" H( lManagement expense ratio$ c) W- _& n2 b- T0 a# y$ ]
Management Fee j$ O( D7 }9 T" g; X
Market Value of a Mutual Fund
8 i3 K8 c- [5 e. h; ZMaturity# @; v3 k2 G7 Y+ I. ^
Mid-cap/ ]" h% z T0 q# ]. p' d
Money market fund% c2 M* y& m6 z' o4 U
Money Market Instruments
* p! i) Q @% QMoving Averages
% }: j- C7 S( N' d- f* I, wMutual Fund
# r, m5 g4 _4 h* D6 q4 R) aNASDAQ
7 W# z% _- r( s+ `NAVPU
" Q* A, i& [( C6 |- `& pNet Asset Value) K+ A3 x- C$ Y' n) F
No Load; [. V7 g# K8 B- i* n/ j
Open-end fund
" m, P, t: R# VOptions m2 I+ Q) x. }+ l
Pension plan4 N+ g- P2 p. s1 r( P
Pension adjustment. [7 v3 e- K, r% k, k3 ], B
Portfolio6 p: s3 k/ i9 o$ I% P
PortfolioPro# L8 J6 u6 c1 I% k1 w$ Q
Post Secondary Education Payment
`. Y0 [2 `; {) Z6 k5 QPromoter
. E u/ Y" f5 M5 U' x2 B" cPremium
0 F0 K, A6 X6 i" ]* sPrice-Earnings Ratio, d$ E- D2 X- ]8 t" _ P
Principal
. a( r/ j" Z0 K: \) _8 Y& V, rProspectus8 k0 a5 |, y( w+ V
Quartile Ranking3 s) K* j* U( K( }- @2 r
Registered Education Savings Plan (RESP)
* [8 Y: V: `- C: q% TRRIF (Registered Retirement Income Fund)
: i. z( R8 t- W4 V' N, S/ m- WRRSP (Registered Retirement Savings Plan) : ?& \2 F: M1 Z) |
Recession; A% i) z7 _# }, \: ~* c
Relative Volatility( b% Q6 v! x: V) P# Q8 {
Return8 D ~6 ~1 g/ d& ~9 f0 i
Risk
1 h# i5 {5 k9 a" dRussell 2000 Index 4 `/ f2 J+ p5 \3 Q/ h- n4 x: p
R-squared
8 ?. v A7 A9 D2 p- YSales charge1 e8 G! N6 {, l, Z5 A
Sector Fund
& t% j0 b" A% K, @; CSecurities
_9 j; E8 y- H6 [ d9 jSecurities Act
" O- n" A' ^2 [/ r/ JSharpe Ratio
E- X* t# @$ f+ M- j$ ASimplified prospectus
6 N( R5 A' K9 G7 o; N KSortino Ratio
5 g: z; U, w" A% l. G7 E1 ISpecialty fund+ Z# _" S, V* R! |/ e- n3 X' U) u
Standard and Poors 500 (S&P 500)1 w9 ~# a* B' \' S- e7 J9 y
Standard Deviation
9 R- ?4 y9 x1 d( s% q& Q7 ~Subscriber
" L7 X- A5 T. x7 rTax credit; f) H" i* Z) ]) _
Tax deduction
- Y( V9 W% ` n% r; j7 T$ K& eTop Holdings3 k" J- k. l+ {3 B
Top-down investing0 L3 S5 [. [( q9 e# K
Transfer Fee
; f" j& [( l+ g% R5 [, v* NTreasury bills (T-bills)
: p* ?2 T7 O9 m! J% g4 m9 OTrust
& y) d$ X9 Q _% M. Y+ iTrustee1 V1 v6 j- {& e* |/ F; _2 G
Turnover ratio
# O+ O$ c. W( d1 S; p# ?, N2 I! ?Unassisted Capital. y; o7 _; a2 z" \$ T2 o" L
Underwriter
* M% w, X4 ?& `Unit trust
2 W7 [' c# o7 D3 }Value funds
) X$ R i; P0 y( E" l' hVesting
5 d3 i9 t8 m/ U1 j! f* nVolatility6 [4 ^7 E8 Y2 E# ~/ ~
Volume : l. c' k2 }1 Y7 x9 [5 B0 m3 v
Warrant. _& D! m# b1 B
Yield7 S$ q3 C+ r6 V3 i# W9 m" b
Yield curve. i% [' t; c( H3 V/ |# G2 W( O
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
