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Account Type
6 b P+ ^, Z" ^5 M- _% j, AAccrued interest! o6 r) w$ C( S: ~4 a
Accumulation
% x \) D4 a( jAccumulation plan
2 C5 e3 N: ?. n7 m( C7 K- C7 I6 Y9 tActive management
& _3 W* e2 W2 W B- G/ KAggressive growth fund
8 s/ J5 e% P: o; x; g3 [7 ~Alpha
{: p/ H% P; m' N2 M3 oAmount recognized 1 @- g. `+ e7 H. k4 _2 `
Analyst
# l) T* ?# b7 [( KAnnual effective yield
$ w, @4 [* ^" TAnnual Maximum Payment Amount
% Y$ y2 n. ~* k. ?9 s2 UAnnual Minimum Payment Amount 0 C4 i" z& X" _
Annual report
C- |' q% ^- R4 D# n; X; gAnnual Return
' F0 a% X0 ~7 b+ k3 i- h; }- `Annualize 9 x9 w" g; d$ I, Q5 b
Annuitant # w3 R0 I3 \0 z
Annuity
8 M7 ~9 S& p% Q3 e$ tAppreciation
8 N" W3 I+ V" }/ ?! x& o' ^Assets $ g O& C7 J" y* N# P% G
Asset Mix
6 O) o2 ^5 J W, lAsset allocation
6 I8 u& S0 [$ f. GAsset allocation fund / [# a/ Y8 p. H* r" @7 a' F: p
Asset classes
+ T# q- P: n9 s4 V. s* G% NAssisted Capital
9 c# M8 ^; P6 p/ J- rAutomatic Conversion
- k1 E& ^. v9 O9 j) L# z) hAutomatic reinvestment
0 W& d0 W' v2 b7 d% \8 `3 OAverage Annual Compound Rate of Return % f. V; q& i* U+ {
Average Cost per Unit/Share# b7 {* G* b6 }; J) B g- o& W" b
Average maturity
; e& I {/ W9 @9 a+ }1 ?Back-end load
6 `4 d5 N+ Z% rBalanced fund 9 N% i( f0 T* e5 N" G* @
Balance sheet ( v) ~" R D. j& o
Bank rate) f3 H1 d% I3 \/ X, x6 k
Basis Point + P$ {2 W9 z) V8 r6 l1 I8 Y
Bear market s& {+ g5 u3 m8 W! [
Beneficiary
" o% a9 W5 ^5 q, K+ U+ j! uBeta% b' e/ X0 X6 m6 h. n
Blue Chip
+ A& i+ A0 M3 h$ W" hBond 5 y+ t4 y& H* c2 ?3 u P
Bond fund
0 v1 ?( e, k% F! H6 z, ?, |: wBook value
. E! u! Y) l1 B% P. }/ _Bottom-up investing
* K& Z% @2 a4 j- K' pBroker
) m+ a& P" a- n mBull market; ^7 |8 Y% x6 A7 k! X3 G
Capital 2 C$ ]9 l- I& w% Q
Capital Gains+ e& s7 B# d$ ^ N& y x7 T& u
Capital loss
, @+ S/ X+ u! l, ]/ ^Closed-end fund * D; O; o* V+ ]6 n) N( I
Compounding
* y4 d% F$ N1 V D# J. S1 _Currency Risk
$ ?; a3 M& l7 |% n( Y M+ t, n* yCurrent yield
" a7 b/ o0 X; a: QCustodian / g, r7 l3 \) S
Debenture
: d4 @$ j7 h/ T2 @4 @9 _; }$ F3 iDebt
+ _7 y: x' v# w5 X. e; I- aDeferral
3 o5 U8 n& H& d8 p- {+ j) _% G. WDefined benefit pension plan% [9 I5 o' \/ O. }
Defined contribution pension plan$ d7 h2 D! a% B/ z' }( I0 y
Discount
7 G1 g3 i) u8 gDiscounted Pricing for Large Accounts
5 N% x9 Q1 \' i2 f$ G cDistribution History
4 @6 l, q& {2 z; u' }Distributions
0 `& B3 k) G2 K w& lDiversification
8 \* [$ g% _* H9 M8 `; L0 U; j; l3 aDividend3 ?$ L% R# ^) E, f
Dividend fund6 {! r5 @! U7 W1 _2 o
Dividend tax credit
" ]8 W! c* \& I: X y( N$ nDollar-cost averaging: y0 x# u# e" O( B# w% n' M
Dow Jones Industrial Average (DJIA)
) Y6 @; w9 X1 Q) O+ CDownside Volatility
* B. V3 U7 y- Z4 ~2 A/ v# ~4 P" zDPSP (Deferred Profit Sharing Plan)+ t0 R7 N/ X$ B. n4 n
Earnings estimates7 h, G$ s# z8 s( C6 W
Earnings Per Share
+ k; U' \+ |% s0 o3 x, MEarnings statement( V7 f: O, `7 p$ }
Educational Assistance Payment (EAP): ?8 _) }& R# L1 `$ M: w, W$ J* d
Education Savings Plan3 M8 S1 n) j. Q' _/ u# a4 B
Emerging Markets% H$ L4 H! J8 _' t, t$ F
Equities (Stocks) 2 w+ j' }4 x+ q$ u( q
Equity fund
, y* @. P/ D \9 cFair market value
2 n/ R; s/ [5 m) S) M* A8 gFamily RESP* K C: O9 h8 X; O6 l5 c; Q1 q
Fixed-Income Securities) V+ r4 ~6 A$ T$ x6 S2 m4 S( ]0 w
Front-end load! `7 x' B) s/ Q7 Y- x5 _# R
Fundamental analysis& o2 d$ J3 S4 \$ X
Fund Number
* S, M) u% n/ ~, T$ q6 e/ b YFutures
4 C+ l% G- k8 \' b/ i6 NGARP
+ R4 I5 Q, ^7 C2 J5 k" ^% ?: ]4 kGrant Contribution Room
9 d# p; g1 T+ j5 d* lGroup RESP* Z! N0 _& `& r% w( R7 E5 U
Growth funds 6 F7 C9 k9 d: ~* x5 S! h
Hedge0 Y8 u, F3 J5 q ]" d) E3 b) D
HRDC6 U/ s% C: o% ]' k& t
Hurdle Rate/ j3 j% F) _# d& H- u
Income Distribution' R( [1 E |/ T: M2 f! t6 [
Income funds
& _8 m) N0 y) _, y ~# Q1 }' P+ gIndex1 V/ X) _$ I6 u* L
Index fund; J% k6 H3 m6 y
Inflation " A. v# F( }# M4 V* S- @/ W
Information Ratio . n3 \4 o8 S- t
Interest % e; r2 L2 Q0 T P
International fund" ~. _! @6 G5 H# N# z' g8 c, P
Investment advisor2 o4 t0 @+ N6 |8 n4 h
Investment Funds Institute of Canada (IFIC) & |: H, Y O) _5 `+ G" ~
Leveraging S x; W6 z3 I& Z
Liquid 8 V/ C8 |7 j0 {5 A: j+ s
Load y% o% V. }. {9 M5 m6 V& _
Long Term Bond
" U I" ] o& n) O! m0 tLow Load (LL) sales option5 k, R R8 R2 W" r( Z
Management expense ratio
7 D- T' c- q; }: w0 B( z( VManagement Fee
. |7 {* q. Z. VMarket Value of a Mutual Fund# G/ t+ H0 U4 \9 @3 l' _/ f2 \! x
Maturity
6 N$ N2 c: _+ @9 C6 DMid-cap9 ]6 G5 _; H3 n5 Z
Money market fund
2 B! g- l" h9 ]Money Market Instruments
7 l# |; Q: J# @% iMoving Averages
+ z' ~: s" I1 J/ q LMutual Fund
5 N O/ u* C' u$ kNASDAQ
$ z- F$ V/ K; d. s; Z2 ?4 ~NAVPU
M* B/ ~$ X+ _! Q. O V7 bNet Asset Value- i8 Y! p* \- U3 g
No Load
3 [* f4 R5 l- S2 [( [' \; o cOpen-end fund, T. P( N3 Y1 ~
Options
a* i/ R% K) c0 k/ k% J& e) zPension plan
' c W8 O3 ^4 w" h; `* @Pension adjustment9 W" O7 E+ a3 } c2 _' X* Z& j9 J! s2 X
Portfolio6 B4 x. f& m- ]5 m9 }
PortfolioPro
( W8 I H5 A% ?& GPost Secondary Education Payment
( m; f1 f! {# I5 k( x$ U) P! gPromoter, @% g: M0 A. t" l6 Q
Premium( R$ s* ]( H8 `- e
Price-Earnings Ratio
4 M+ E8 m- Z$ [% Q! O! U& a, oPrincipal
' i B% [ e) |Prospectus) T4 m3 V' [1 p6 @
Quartile Ranking
( c! W( n) s. A5 o$ [( t7 l, lRegistered Education Savings Plan (RESP)
/ q9 T* d# v2 p7 o3 p0 kRRIF (Registered Retirement Income Fund) 3 J! P! z2 a" G( Q0 ~% F3 N* T0 m
RRSP (Registered Retirement Savings Plan)
" i2 H1 F2 v1 n, \6 a: n+ r, k MRecession
' l& K5 r$ d% c' Z& P dRelative Volatility' Y; \" `+ b% p) x. H
Return; _/ ^# a7 T: ~7 [) B. {$ C2 [
Risk 0 j# A' t& \, V$ @" Z
Russell 2000 Index
2 u: U" v, n( `# WR-squared
0 _# Z! H1 M( q) v* G8 F p. dSales charge X6 z3 F: B6 ^2 Y$ O* A% j" m
Sector Fund
5 P& {0 n9 ^9 ~Securities3 L" f! X0 `$ E$ A1 ?: ^) j4 Z
Securities Act
# e+ Z* q( `5 ?4 X5 ? zSharpe Ratio
/ S( g4 x' `6 V: F: V6 wSimplified prospectus& p# _3 x, o5 O! g) r, n
Sortino Ratio: N; ?9 ]5 s" }6 O4 ^
Specialty fund
! l0 {2 g9 s7 P" P8 CStandard and Poors 500 (S&P 500)
# Z0 _; h; W6 m, `% |* @Standard Deviation
- n' Z8 J' e( aSubscriber
/ I% M5 {8 x. ?( b* y. s: I; GTax credit
! S! t. p. J% i" c& m, kTax deduction" `1 `! p1 K( R" |
Top Holdings
7 W# j3 n0 g. {, d* o0 S3 R* zTop-down investing. r+ P: n, g: x. `0 b
Transfer Fee' W8 N0 O! N5 W
Treasury bills (T-bills) * `& h5 J6 @1 F! Q
Trust 0 P7 Z! \$ }( f) K9 |; X
Trustee' s9 n" a! s- q+ f" y: r! H
Turnover ratio
" l- {( z5 M+ @ W9 jUnassisted Capital' f3 T3 Y5 X! o# G- }( q/ t
Underwriter
* P! t* c/ Q: X' ]5 j: WUnit trust
" g8 @; Y, |" `' D# VValue funds 6 s- R; \/ X: ^
Vesting1 U- j5 m0 H6 o1 N2 l$ x7 v+ Q/ a) o
Volatility
: B5 P6 j% B( H+ T; A1 ~Volume - s, i; N* f) E2 t8 S x
Warrant
/ \# |5 q3 O ~Yield4 g. e2 c+ V! L, c! h
Yield curve
' G: O5 C5 N4 H+ r% ?7 tYield 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
