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Account Type- G. G( s: w* U4 ?6 F! H
Accrued interest
8 v( b7 q; U I1 L( E7 `/ zAccumulation
9 |; h# O" N% |$ C7 k- sAccumulation plan. H/ j) N# U( k( H! H9 w# H8 Z- W
Active management
% ], W1 z h) R( J' IAggressive growth fund
( c& m; T. c" d5 W% T1 p3 k0 _Alpha* A; ^. i5 L* G, M4 s
Amount recognized ! H7 z. L1 f3 P |
Analyst * u$ ^/ m: Y/ t2 r) a5 ?3 A3 n
Annual effective yield % o& N c1 p, |& d
Annual Maximum Payment Amount
9 [" j( l; K- m* ^2 kAnnual Minimum Payment Amount 7 M6 ?# Z# Z3 [3 ^9 S
Annual report ' B2 J6 p& z- H& ^% n' o! y8 m
Annual Return, T S6 [! K1 p P g) V1 H2 w
Annualize
, q2 Q2 o5 V. W! q" z+ OAnnuitant
) W( t6 d$ g. @Annuity
' {, H3 I2 ]" W; d$ F9 `Appreciation
6 _6 ~: q6 S# u5 oAssets
' c2 M2 w$ [! d2 T) UAsset Mix 1 n) X' _3 B1 a: b5 K% C$ }
Asset allocation ) o0 h* t* [1 R2 W8 ^' v
Asset allocation fund
1 |4 K. s: v/ U/ \Asset classes / @' ?! O* c7 U( z( U
Assisted Capital
7 s' {/ N2 S: `6 }& y1 j# zAutomatic Conversion
9 p, x( ?3 D0 [, }Automatic reinvestment
$ c1 y9 s7 U7 Y f3 xAverage Annual Compound Rate of Return
4 W E2 [& Y# DAverage Cost per Unit/Share" o4 t" B1 f1 i6 Y R& s+ v6 w0 G
Average maturity
1 C+ t; @1 g ]4 {6 K2 d3 N8 mBack-end load
) Z, U1 v" h/ |$ l; S) IBalanced fund / a: ?: y b+ X0 p( B9 n; H
Balance sheet . G+ N' v ^+ p; q1 }
Bank rate Z3 v9 i2 x c7 h" K3 g1 u3 @0 [
Basis Point
( v; e) _- v: r QBear market
. ^# r" B0 H% i# |) T% pBeneficiary 1 q, W" K- g" X/ D
Beta3 c& P+ A: R# u9 s$ o- B4 F' f
Blue Chip
' h% p8 _- D2 c0 WBond
4 k' X8 B! V4 U' r3 O. ?Bond fund
/ u- ^; C1 a/ w' z% _Book value # E* n9 }( w" P. Z, A
Bottom-up investing 9 ?: F3 ]% I: S3 P8 P" A( \
Broker
! a' A/ S: ^; W; a; U( L7 L2 k& MBull market0 U" H8 ^2 k1 \- n9 `5 Z2 |7 g0 Q0 G. \
Capital / R7 ?( ~" g l# }
Capital Gains
1 ~/ R) o+ `! v& i- U& rCapital loss
, M* ^0 a% F2 ]6 \Closed-end fund + ~; |+ U( V- ?" H1 [+ X, M
Compounding
2 E0 p* n Z* v: Y8 {* z+ wCurrency Risk
( e# V8 G. C7 Y7 o3 `Current yield 5 G/ g) Y: R5 t3 i* q% z. t
Custodian " R0 \0 k4 A, [
Debenture) B u6 d% @9 [5 Z+ c$ y! k2 ^: X
Debt/ H6 u+ L3 G' s" n/ F+ \
Deferral
$ Y3 @, O- W4 IDefined benefit pension plan( X, I; Q, j0 n" [5 ^
Defined contribution pension plan
4 J+ v4 w; S* P- w: jDiscount' x# p% r5 x# [
Discounted Pricing for Large Accounts
$ n4 G* E7 ?+ n& p: t3 H0 XDistribution History
( {8 N6 j, k, L9 x DDistributions
9 f* ?; _& W3 i* ^) D9 xDiversification/ S* d; @5 y% c$ a1 C# s) t6 {
Dividend9 Z+ v/ O" G! l- \" K- y& \. |
Dividend fund( s2 ?* v7 r: @& C% }, `; l
Dividend tax credit
9 z! H; D0 A5 @: sDollar-cost averaging2 D# ^, t6 }9 o# V
Dow Jones Industrial Average (DJIA)- [9 J# k! j$ y/ V* v
Downside Volatility( T" \1 J6 `& G
DPSP (Deferred Profit Sharing Plan)
: q; i1 i' ?0 }. Y2 B' CEarnings estimates' T' a% V# m2 m: s
Earnings Per Share- z, a7 ?: k' i2 p
Earnings statement
& K' M9 S; L4 C' [! Q8 _4 sEducational Assistance Payment (EAP)5 ]5 |& s0 z0 }5 c; X
Education Savings Plan+ A" z. ~& p& q4 p' T
Emerging Markets# k# _; B- Z% }( w0 ~# S0 i0 Q1 t6 P
Equities (Stocks) 1 a# X G8 L5 H2 M2 K& R
Equity fund
, h6 \) B: }( DFair market value- `' k Y+ r+ P! m
Family RESP
* f( q$ \" V* e) b X) C" \Fixed-Income Securities2 G: A( h8 e6 P* H" c2 C9 i$ v+ y
Front-end load
0 F! ` R6 K7 x( A+ @ U+ UFundamental analysis! V$ K d V% z! v
Fund Number
( O, h4 A4 Y; `* D* `: i7 pFutures H$ h5 H9 W9 ^) g
GARP
Q: y( R* @1 e0 _7 v4 fGrant Contribution Room
+ L, p2 b) Z& j9 o- z) |) j5 \Group RESP
$ n- R! {# W, cGrowth funds
0 P9 g ?* J* H3 M% \) s# UHedge# _/ O" m. K+ t' W6 R. i# f
HRDC
) ?; y" s" `' WHurdle Rate. |1 U1 ~+ M4 p6 E
Income Distribution
1 N, z2 T0 ^# F# UIncome funds
; @' ^ p% D2 C% j( EIndex0 q" M9 G" c7 f1 F0 f4 b* i
Index fund1 a) t! `2 |* x6 ?
Inflation 8 Q5 i2 x( W3 K" d) ]- y6 z. G
Information Ratio 5 p$ I% P; W, _/ P% V1 r
Interest 0 e6 [8 J: {3 g, D
International fund
1 a9 o( h4 J+ P' ?6 c2 [1 iInvestment advisor
2 E1 i& n7 ~. a: N( VInvestment Funds Institute of Canada (IFIC) 7 b* [8 V, W8 Z3 N7 I# M
Leveraging
8 H; {7 d; u6 H% mLiquid
" w- Q @% [ T+ _+ sLoad ( C! v& X1 ]9 W4 u
Long Term Bond$ c5 V0 _: C* n" N/ E" R1 R8 a
Low Load (LL) sales option
" L( P6 C. a8 h; C+ d7 Q4 B3 iManagement expense ratio
7 N: W/ J, N1 ?, KManagement Fee8 s7 X6 m# f, B8 Z: A: X
Market Value of a Mutual Fund
( O; ?0 \$ ]! q f0 {Maturity+ `/ v; e( y5 ]/ w9 j& h
Mid-cap
w# [7 Z* l# [$ B$ R" EMoney market fund
2 ~2 e* b# x- g6 cMoney Market Instruments x) n& l6 _: c8 ?
Moving Averages2 ^' V- y( U: i Z
Mutual Fund( H/ @+ p2 z/ \6 i
NASDAQ( r( R5 }2 X& K& ~! G
NAVPU
* v2 @, T: F! k" KNet Asset Value; k3 I" {7 A+ ~4 j: p' K% ~' V" ?
No Load
e5 ^) Q( R. m) y4 `Open-end fund
' o+ |" B, ~8 H1 d! t0 M zOptions9 r7 V* o* j& ]9 X, F- {! K; o
Pension plan
7 H& U( y6 k# X8 u# IPension adjustment; h' u/ C( e$ w6 t/ n; f* J- J% Q
Portfolio% [5 }7 x2 z Z, e3 N) c
PortfolioPro* M% {0 q8 i V, {6 u
Post Secondary Education Payment
, L+ `' @6 f" y6 E( W0 pPromoter
! H, F9 [# C3 ^/ T9 mPremium9 s+ Y! N4 c# _& @6 P2 H$ y
Price-Earnings Ratio
2 j% Q1 q5 G9 wPrincipal
7 O: c) U) N0 u; Q% u8 lProspectus
, I9 v$ m8 |- ]/ Y% ?( bQuartile Ranking0 e" c) F5 n c3 W4 w( c" X
Registered Education Savings Plan (RESP)
6 i/ s% N( n+ F" l( K/ }' O7 @ L$ J) rRRIF (Registered Retirement Income Fund)
7 q$ O0 e4 i# w% N( R% o1 p% QRRSP (Registered Retirement Savings Plan)
# W# n B' G* n. \# E$ X; @Recession
7 q. H3 n3 H7 i+ S5 z( d r6 {; QRelative Volatility
- s4 |4 E- X( x+ u6 H, c8 B! ]Return. c- F) Y: q; C+ [! Y) S* R1 j
Risk % \1 u' R8 w2 c
Russell 2000 Index
# @# n D# l+ k- A( @3 F0 lR-squared
. v* I1 T- Z0 [; u" C3 [9 S8 aSales charge( g5 N; r/ y V$ R0 b
Sector Fund
8 D* E0 D1 c# SSecurities" {/ e* j2 F; L! p9 ?
Securities Act6 `5 r2 I" f* @# X# x" Y
Sharpe Ratio! s% _6 F1 h: `1 q: I
Simplified prospectus8 S- R I( U+ I
Sortino Ratio
* @, f$ n8 Y! E9 T" mSpecialty fund
X4 ~+ I/ \8 g; m$ iStandard and Poors 500 (S&P 500)
% p6 B" W0 K- c2 j8 \% `- X# bStandard Deviation
3 J1 Y0 c7 n7 A$ jSubscriber
7 l: S) ~$ z; ]* x! L5 }* N! STax credit
: N, F; N! U5 H8 @0 b& P8 @* }, cTax deduction+ P0 r% a0 K6 P8 l
Top Holdings
3 X8 D9 p5 k2 E' s; @0 ATop-down investing8 z8 e4 m9 ~7 z9 t
Transfer Fee
1 r s1 e; y5 d2 t! XTreasury bills (T-bills) & C- o' c8 \: s' f: L8 S0 p
Trust $ P. T: `0 D) u3 @
Trustee$ u. Y2 _* s& Q' I( m
Turnover ratio
) d! p: w0 I5 QUnassisted Capital
' _. ^3 A, e1 \) bUnderwriter
: d1 i; w4 A! g3 V2 R+ m/ j+ KUnit trust
$ I7 g" ?+ m' A9 y( `$ FValue funds
/ {/ S% E: t$ J1 m/ P4 DVesting/ _) R( |% m6 }) g! c
Volatility0 y. ~( R9 \1 n9 ^" b- r, G
Volume
' s }2 N& P5 t% S' h6 iWarrant
1 u$ [+ q0 B6 z4 _Yield
% K( f% V; {- v7 K! v, B6 Q+ y9 n! QYield curve
7 v+ t" m! `. E' _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
