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Account Type
/ n0 @! u; ] y% L# G6 GAccrued interest
8 x: D5 A6 y h. I& E9 L7 M2 ]4 yAccumulation 6 w. h9 u8 n2 f7 o* Q4 A* Q
Accumulation plan9 |6 d, t8 j/ f
Active management
+ V# k; p. B5 H$ BAggressive growth fund
, t- v. L' P7 U, v0 wAlpha
' ^) Q. F9 a- `( ^- g1 t6 u; ?Amount recognized
9 |& Q& \7 V/ X3 \Analyst ( p4 u; y1 b8 c2 O U. N9 g
Annual effective yield
6 B+ M! e$ V# |2 \Annual Maximum Payment Amount
! J- J! k" D$ l2 S4 ~0 ?4 [6 \$ nAnnual Minimum Payment Amount
) b- N% O- E4 ^" e( B/ J* _$ }Annual report 6 H- i: [5 G: i: q9 J
Annual Return9 D- a/ H" I) y* F( Z# R- B4 D P
Annualize , ^; j9 @: A" v; Y" w
Annuitant 8 ] j" M1 O& Z9 e
Annuity
5 Y8 U! N2 r3 ]6 z4 T hAppreciation1 ~2 o) B1 y0 m# A% ~7 Y3 ~
Assets
3 X7 d. {2 T3 f6 d7 @8 B! Y% {Asset Mix 0 ?4 p+ ?* l9 g7 U/ t9 j5 k! [
Asset allocation . \# ^( f2 t! e+ P- s6 f) y Y% G
Asset allocation fund
6 P. ]+ W: ] KAsset classes ! | x. c$ M5 U5 D
Assisted Capital 6 ~3 h3 h6 y8 p' A& N% p3 y: J4 D
Automatic Conversion 2 L8 {. a. {5 s7 o: n: B) p
Automatic reinvestment
, z- Z! l2 q% {* }Average Annual Compound Rate of Return
5 h/ r6 x: i( Y! G- D# ]& a' c. T! ?Average Cost per Unit/Share1 c* t% l! E! a
Average maturity
9 O8 Y& }0 m3 t( Q# eBack-end load
' S; e7 |- z/ s0 w# l2 Y5 `Balanced fund
: M8 ~/ }6 y) \Balance sheet
8 x% j6 V* j: h+ [3 yBank rate3 X& |" k2 Q$ d+ R+ J2 L1 r
Basis Point
- k5 ~% I7 `, D9 v7 iBear market
6 |6 d7 B) ]8 T( n' m' ]2 w7 UBeneficiary ; Z, P2 P6 D& C3 b% ^8 u
Beta
0 Y) o" k8 @# c, f3 A6 A6 f& g0 V% w" SBlue Chip 3 v N/ h7 z* ]; \9 |/ v8 p0 R
Bond
) S+ `9 z0 S$ D7 V2 z7 a6 x1 s1 UBond fund
- x) z$ D7 W' l# a1 ~1 bBook value
( ^7 h2 R: v3 x3 c5 v9 q- dBottom-up investing
+ f" o4 A5 S; L% HBroker
% a/ G( J' y& b* I5 G. [7 w* C. ~Bull market/ ?2 F ]; ]- v$ \
Capital
: V, H' H& N* }4 Q1 ]5 \' qCapital Gains* ]- _/ @6 R1 q
Capital loss 6 ~, `+ _! I4 y/ z/ ~ \! Q1 G! ?2 X% R
Closed-end fund
, P8 S' V, N+ DCompounding
# n4 v8 d( l3 ?+ T iCurrency Risk
4 n6 S3 | B0 l2 n3 ]Current yield
& d: ?1 d E* p& l P8 M6 ]Custodian ) K) h6 W6 s& }( c+ s: W" W5 L
Debenture3 B: L9 s W# x/ _0 d
Debt
+ ?: C4 e" p7 u! C- h1 n* iDeferral
, o. e0 X1 \6 a: M* kDefined benefit pension plan8 s6 q3 ?& f# t" [1 h) |: s
Defined contribution pension plan, t) m8 I, S+ f
Discount" K6 z$ i8 h/ ~2 R3 F' ^
Discounted Pricing for Large Accounts/ t4 R1 v& g5 k& w0 O
Distribution History( R! H! _) x% f' G
Distributions
% A6 Q+ T7 p. Z2 R- z% W3 q! }; WDiversification
" p: V' r: {" @( xDividend0 H ]! V% l4 D
Dividend fund
5 ?* T1 _5 e1 c7 c/ U, nDividend tax credit* `5 G6 n/ G: h* r+ O& j
Dollar-cost averaging
5 t' P+ `- y( a1 h( s( d* x' T, JDow Jones Industrial Average (DJIA)
( Y P3 E3 v2 w% vDownside Volatility
D% L2 F* R! v, U( WDPSP (Deferred Profit Sharing Plan)
/ s) L1 q M9 p& T" KEarnings estimates
$ y2 J+ A. x" u4 V& V4 o% F, `7 \Earnings Per Share
) W2 L. C0 \, l" hEarnings statement% H T+ m- b% U7 ~. l/ k; i: E
Educational Assistance Payment (EAP)
) K6 ^ R7 s/ b0 E0 mEducation Savings Plan$ W& I' P; V5 w* v' l! T
Emerging Markets% I w' W) Q: H1 [$ b1 s
Equities (Stocks) [9 u0 ^& @, ^+ T) W4 S' b6 z
Equity fund. C( N1 @; U7 g; Y) h1 G
Fair market value i2 \+ _: D& L: H5 u# D" C
Family RESP3 c$ p$ e, \* X7 u E9 q
Fixed-Income Securities1 w( Q) W! ` L+ O6 Y6 R* o
Front-end load' |: C" ]) U# R9 l/ x* m! d
Fundamental analysis
8 Z+ U0 P M# y& P5 A% k4 lFund Number( v: _6 ]7 J, j0 n- ~4 v0 h7 U
Futures) v, L t# _8 O- \6 A
GARP5 l7 q1 }4 f3 m) J# J, X3 E1 h
Grant Contribution Room4 Q4 ^0 t5 {) T- [
Group RESP+ B% T4 c+ r$ y8 f! b
Growth funds
2 }# ^' S# c2 t6 i& y9 @! n- LHedge
* p/ ?9 f& V ?HRDC5 N Y6 f6 Z$ m \- m/ i o
Hurdle Rate8 \2 d1 g5 N& j# K3 p; V8 ?1 t
Income Distribution
z: K% l: r G2 i4 Y. W/ |Income funds
9 j% F R, a" b6 @/ l6 jIndex
1 {# c# W: b" i, @( hIndex fund
$ @3 ~+ L" v ^; YInflation
8 ~4 w; @0 k6 `2 H" ]Information Ratio
- Q3 f+ D2 ~/ x4 w" HInterest
5 o' L$ G; J, [4 xInternational fund
: u3 f. O8 g ?. sInvestment advisor
- x6 K/ p4 E0 H) l; x" |% RInvestment Funds Institute of Canada (IFIC)
& X$ m$ i5 t4 @5 F* oLeveraging
: M- r7 y1 p- |+ S# n6 oLiquid
H/ ?0 a. a& CLoad $ ]! g) @- G- o. ]1 n- N$ d" m
Long Term Bond+ P* l* H j3 ?2 y4 u, v/ R
Low Load (LL) sales option4 o2 l' _8 @8 x7 l2 m' B
Management expense ratio
. H$ G$ a9 i; k: O# @$ HManagement Fee2 Q' {# Q. \, R% G
Market Value of a Mutual Fund* x& _6 \. M/ z/ K3 W9 H& Y) C0 f
Maturity
" h# U4 D% O$ @, N& p8 N6 rMid-cap
0 U/ `+ @& T3 @! ]. QMoney market fund
) v+ N6 B- r1 I, G! TMoney Market Instruments6 l$ \1 N; d1 K" l, |. D1 B
Moving Averages3 o4 c& n: U! x% J3 ~' a
Mutual Fund, f; O1 P+ W1 [, V
NASDAQ
3 w$ J& B# ~; a1 e3 ENAVPU
; e! `- B( d# xNet Asset Value
7 ^. W9 R/ a" j: lNo Load
* N( x6 Y1 A) z3 F/ D% |; vOpen-end fund+ D) b$ B. g2 u) Y" }: K
Options5 g% k, J. F( J; F, ~2 p: H4 k" e# M
Pension plan
% ]$ M* y8 @6 z! T/ u$ B. oPension adjustment8 ~* Y" {4 u0 ^9 A* d2 U9 O1 J7 ~* c3 Q
Portfolio
5 x. H! a& R" XPortfolioPro! A* R3 z: U6 G9 L. ]: K
Post Secondary Education Payment+ d2 j3 Y- I9 T4 {. ^
Promoter* B6 a2 h: w& v* W
Premium* h3 U3 T. Z: ^/ `
Price-Earnings Ratio
& P2 C# B5 X3 r. y4 D; Q7 xPrincipal
5 u, k4 r5 X4 t; y- e/ p2 B) aProspectus
3 C2 D, A2 h( P% b# eQuartile Ranking1 v' f# I+ J4 g. O1 y6 g- C
Registered Education Savings Plan (RESP)
$ ?3 y6 q6 F6 p ~9 z: H) _1 w. qRRIF (Registered Retirement Income Fund) * k6 m7 w; `; ]$ A/ v
RRSP (Registered Retirement Savings Plan)
5 n( I, j! x( h% P1 L" z8 A* t0 E/ |Recession
: Z! S6 |; ~, R% r2 uRelative Volatility
2 t: ^/ B( q6 P) @! XReturn1 g7 }8 X* g+ i
Risk
7 a4 T1 ~9 O k$ {Russell 2000 Index
1 I( Z+ @/ u+ s7 R. x- |1 vR-squared
" H: Q5 W7 ?; j5 RSales charge# z4 y2 b7 q4 N) [- Y% I f
Sector Fund
3 N2 e" l. P9 f& G* V1 u$ sSecurities6 S* Z5 J* s% }0 t! T, s0 s6 Y& Y- ?
Securities Act
& O; u- S1 m' W. B) I% y* iSharpe Ratio2 {- Z. b6 c0 w3 q4 J0 F7 q5 C9 g
Simplified prospectus% ]; j+ A; i& _ R
Sortino Ratio9 d6 k* x0 @7 |7 _/ {5 S* u! G; E/ V
Specialty fund
7 u8 |9 }! D/ QStandard and Poors 500 (S&P 500)/ x# m3 E# r3 A: z. H+ M2 P
Standard Deviation
. g' F% R& W) ^8 w3 LSubscriber
+ t* l& P8 n* V; A% w) S( ETax credit
`( Z. v, C2 G# m6 OTax deduction5 h0 b* i0 \$ H* j
Top Holdings1 j; {% _1 m2 H, b; }
Top-down investing
/ _( ^2 w$ i' c' {9 Y6 f1 ETransfer Fee: b+ @% P% ^' Y" S8 Z! N
Treasury bills (T-bills) ' J, O: m6 j) f+ x
Trust 1 u6 T% h* ?* _& s- t t5 G p
Trustee$ O7 f9 z& V7 k% n& h! \
Turnover ratio + n7 ]( r s5 F- Q
Unassisted Capital
( Q8 M# @" \# XUnderwriter X2 j" D% f* z# Z7 [6 j
Unit trust
% q9 l: [+ v( g9 q: i+ ~8 _Value funds + x/ \; q1 O9 F, x
Vesting
9 s4 s3 L6 g( t% A8 _# H0 K2 pVolatility; Z/ O. W3 o1 D( |4 c* D
Volume , ~( }+ J! \9 Y' E7 |4 g% m4 ^
Warrant- d' b% Z: X: W+ `4 ^6 V
Yield' Z" n1 i. r2 d2 s
Yield curve/ z0 g& G* E. ^. s1 y$ {1 O" D8 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
