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Account Type
% d1 @% \$ p" \$ Q3 C LAccrued interest3 h% V9 X& K: x) a7 U% n& T
Accumulation
3 G: Z* j# W" \& \5 \Accumulation plan0 h0 K, N7 \0 t, I" k- f6 i) z
Active management) K; _" n: r0 M5 H/ J8 b0 L p
Aggressive growth fund + c( D+ f, r4 ^0 B
Alpha
0 D/ U' F; R$ t; @) i5 n+ LAmount recognized
x+ ~# C/ a$ A8 Y) Q; kAnalyst ; A" r+ Y! `8 E+ e/ Z" x
Annual effective yield
$ j: j$ ~) X0 m7 }4 S9 x" X4 f1 QAnnual Maximum Payment Amount* e* x* d4 D: Z, \( R2 |! L
Annual Minimum Payment Amount
2 l# C2 j3 ?( BAnnual report ) o+ T" ~9 C7 W4 F
Annual Return
' L8 \5 E$ K, z1 IAnnualize 5 N l, h! v/ z+ k$ U0 M( t
Annuitant
; h6 r; T+ i0 ?7 q+ V- C5 z) \Annuity 1 ~+ M R4 h( o3 a" t
Appreciation
8 d7 R& g- M, YAssets # r- O+ U1 U3 I2 L. X4 D
Asset Mix
i% Q* u6 `( d8 D6 h- y' f+ @, O, SAsset allocation % y" C( [/ M" E
Asset allocation fund
: S: p) J! ]7 HAsset classes " U+ B3 R2 S" \ L" C
Assisted Capital
. p) b; t" y% UAutomatic Conversion
- o. X+ {2 }$ ]2 K5 U) R# S1 WAutomatic reinvestment
2 e* m. |% D+ }/ J& e! c$ DAverage Annual Compound Rate of Return
+ J7 E# b# @3 v3 p4 i% b( v- YAverage Cost per Unit/Share$ O: \, ?& ]2 j
Average maturity
2 M7 T: F3 v# IBack-end load
8 Q9 G( F0 J8 W1 @. J/ ]' ~* [+ UBalanced fund
& ]* w: \! G/ s, ~/ H$ OBalance sheet * X p9 r( t( X; u) U
Bank rate# D% _% {. d; S% m9 z8 }+ F/ B
Basis Point + k; C% d/ ?) a' x: l: N
Bear market
! S: u& k; C, x. xBeneficiary
" Q* m: U8 J$ s! cBeta
/ F3 y% P6 B4 M4 t. g6 w1 DBlue Chip ) f( h) F& H0 z3 A q- Y6 _
Bond & [* I: _8 e* P8 K8 i; C
Bond fund ' M @8 \+ z. G7 B1 O
Book value 8 y( }# s5 T0 v9 W( |+ Y% G
Bottom-up investing 7 o% o$ Q3 s/ q8 I
Broker
" g( X7 e% V1 M) a! bBull market
, f( {9 Z1 q3 Y: j8 W$ HCapital . u( J' y; h; }( S# h
Capital Gains2 E$ V1 A2 J& R3 }/ j7 Z
Capital loss ( F$ i4 u' ?- w N/ O* d1 H; g' i% {
Closed-end fund
# T5 A5 m9 h$ j" eCompounding
* W% z3 M0 { L8 v2 jCurrency Risk 3 t/ s" B0 r$ m$ j/ [$ g5 l) t9 a
Current yield $ R) s8 u' X1 N
Custodian
$ o) b* r" V. U6 w1 y* hDebenture
( V3 l4 i# Z$ P8 ?9 e4 }0 \) m5 yDebt5 k$ D; B$ R @1 k5 n9 b" C& |5 D# u
Deferral
1 c+ }- d( r% \+ lDefined benefit pension plan+ \ v+ ^4 E% i. s+ \
Defined contribution pension plan$ O4 y& F; t! l$ |/ b7 C3 U! J
Discount
7 ^+ r/ S1 k% \; b' ADiscounted Pricing for Large Accounts
: b* l# i& r' U8 i# j6 J0 s1 `Distribution History1 `3 Z1 N1 @) t# d& G- _4 B. L
Distributions* F; V. Z1 Z7 ]: }5 J* F
Diversification
; H6 D7 t7 W/ EDividend
- c" m6 S$ ~0 m) ODividend fund
3 X! p0 j% r& [; L# fDividend tax credit1 Z6 P1 d- ^$ ]* I' M3 ]
Dollar-cost averaging
) Q6 I" K @, s! }% ]! ~Dow Jones Industrial Average (DJIA)
9 Y# o: D X% C3 C6 _Downside Volatility0 M; a. j C5 w( [/ m! r+ w( K& g2 |
DPSP (Deferred Profit Sharing Plan), i3 m. W- g; ^( [
Earnings estimates
9 n% ~$ Q/ E/ j( IEarnings Per Share5 k/ n+ H* l6 d( U- q
Earnings statement
5 {, Z# U( V& J3 s, D4 JEducational Assistance Payment (EAP)9 g% s+ }2 v7 X$ a. T
Education Savings Plan7 _% O' f6 c* x( `0 x' F$ v
Emerging Markets- ^3 }( N7 B- Z6 q, v9 F
Equities (Stocks)
; A2 L1 S X' s/ e: [Equity fund
# {$ y4 Z9 F7 } B7 NFair market value
~, h4 b; {6 M; v7 dFamily RESP
/ z5 o7 f, g/ s0 Y4 Z8 NFixed-Income Securities6 v6 w( S( K/ B, |" H; S$ J" D6 m
Front-end load
1 n' M4 G# S2 XFundamental analysis: M& Q' P+ f/ x; l
Fund Number R% r2 R' [' g' T
Futures* }1 G! R' `# {: a5 Z+ C: A
GARP4 Y8 [9 I: j+ K( _* T
Grant Contribution Room- F7 V. b+ x5 z0 X- _- _
Group RESP
# @0 I& Z; U& u& W9 aGrowth funds
; W6 l8 D$ E/ S8 b( o$ GHedge
7 g" _2 N6 C" r; d/ HHRDC9 I0 j5 J/ x" r0 p* v' \# V+ S
Hurdle Rate
$ u* j, g% X; B& z1 l& NIncome Distribution
0 S ?8 C( K0 PIncome funds
/ ~! v7 N! X" T. V; PIndex
y- F3 u8 g9 L7 u; ZIndex fund9 k2 S7 Q6 ~) \$ W9 t. r
Inflation : q& V0 H- t K. o1 g7 S6 U7 J
Information Ratio
; C2 [! ~% J5 t" O" W) j4 tInterest 3 k) U, v) d- \
International fund( t9 Z; C/ D, p6 B m
Investment advisor
g- l3 E7 q8 L- P# o$ Y* FInvestment Funds Institute of Canada (IFIC)
& r6 ?8 O! v6 A2 d; ]+ Z% w; Q. M; hLeveraging4 W1 c& ^+ p; C3 R$ u' L
Liquid
: V% N. @* E0 x* f6 GLoad
/ }' e1 i9 C! s* N, qLong Term Bond; A, V8 ~9 r0 S4 h6 X
Low Load (LL) sales option
3 a+ i; ]0 {# l! i! A8 [" {Management expense ratio& u' c4 ]9 b& K0 i, i
Management Fee1 y6 h' I" c& }+ t+ K8 }6 }' A+ A2 p
Market Value of a Mutual Fund" x2 Y; O% P, C# e' T7 P) V8 s% D
Maturity
( g5 Q( m1 q; L% _- N: u. CMid-cap
& {2 e% x: k3 g: i8 N6 K J# M* DMoney market fund* R* L. @8 [6 x& ] _
Money Market Instruments8 K- i+ e; f! t4 J% h6 u# G* \2 H: P
Moving Averages& x" Z* Q4 A& u) h' O
Mutual Fund
) N" U" K. ~: q' B, MNASDAQ, U8 z. g# u, b1 g% m7 G' n9 K7 k0 h
NAVPU
0 e. U, O5 n) TNet Asset Value
9 Z, _5 g" }, ]: S1 q( d4 ?% Z' E3 ZNo Load- z7 ~( O2 u- u) a+ y- b! P
Open-end fund
# C% e1 [8 R, _" lOptions. G/ `- R4 g+ X
Pension plan
# Y1 o% o' j: JPension adjustment
7 H) `) Y( h) M2 s- G7 Q9 Q9 R# zPortfolio2 v0 |, Z! S, f% h }0 p7 l7 }7 x
PortfolioPro
% v# `3 F# h7 f" i$ N) vPost Secondary Education Payment
' x: m9 V' l5 P7 X' c, F0 x* ZPromoter
" h' O W# Q6 a7 ?; z6 B4 [% A3 ]% lPremium8 J& F8 D p& G7 w4 h1 c6 L
Price-Earnings Ratio
" i T5 t8 r; u" sPrincipal t4 ]% T' I2 }/ n
Prospectus( }5 @# ?! _2 p* f, e
Quartile Ranking M$ K# a3 F; H
Registered Education Savings Plan (RESP) m7 r' H! v' @! t: w, r
RRIF (Registered Retirement Income Fund) 6 x/ Z# ?& a0 X4 [' P
RRSP (Registered Retirement Savings Plan) 0 E6 f" q' d6 _& r
Recession! c- d2 Q3 o0 G3 E' W! s$ I4 l) p1 z: Q9 A
Relative Volatility% Z7 f- l/ D( [8 |/ b
Return0 M; s0 S( K) a/ g
Risk 4 y# R& u) m1 e; c0 T
Russell 2000 Index
1 S+ Y3 G% `# |* x7 i: ~R-squared- l+ ~3 j4 s2 G+ \, A
Sales charge; G$ Q8 e8 p& f8 O5 u% A( E6 }# E
Sector Fund 7 D: J* k4 Y4 m4 X; M/ S
Securities( h; ]6 @# E. k4 k! n) W# P% J
Securities Act
' B, T- {$ u7 C6 X L) }( JSharpe Ratio
9 Z+ n% H5 S3 Z- e2 RSimplified prospectus& {# @# D/ L, W1 ?' U+ u- W2 q
Sortino Ratio
1 p) X& ~4 v5 ^3 U9 V: [ NSpecialty fund
( p3 Z& h* `( n; b4 `7 ~# z8 nStandard and Poors 500 (S&P 500)- A: M, J# x0 [& i; J1 C% D* X" @* m4 ?
Standard Deviation
. O4 P8 Q+ F" d/ l: Z- uSubscriber
. F1 u) p) s4 y) _5 vTax credit3 B- k' p0 Y( I9 X& m! K) d% a. g
Tax deduction
2 M/ u6 x# T l4 j" L( p& QTop Holdings
3 e$ D L5 c1 S: S; ATop-down investing0 p ?8 z: V) V4 r! X: J" U3 }5 j
Transfer Fee( M4 N; U+ _% P4 G8 R/ ?
Treasury bills (T-bills) [1 e) v6 r% G p, T0 }7 f8 D1 }
Trust + O( X& l8 P" C, ~) @
Trustee; h4 x+ y' Q- T, A8 k1 c: \
Turnover ratio
* T! n# C6 K* i3 TUnassisted Capital
; C$ P* w) j/ W6 q2 l) r7 y: jUnderwriter/ P# w0 [% h- y7 E# U$ `
Unit trust* O- b( b: l; R( F
Value funds
% n, {( B1 M: B0 {" x f; QVesting! J$ X2 c* D& \# w1 c" E6 y6 ?
Volatility
D$ M* Z) B$ U, nVolume 4 A+ G! x. \4 t6 o* y( K9 r2 W
Warrant& j6 c0 k7 |. L+ V& p/ X
Yield
) \: f( |) }: [* y0 \Yield curve
8 G: o4 M% V, ?& V; f# A* [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
