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Account Type4 I m* x- v7 d9 |
Accrued interest" ^% z6 B, A& ^ h/ s
Accumulation 4 d: V7 [& p! g9 |6 ~* ]
Accumulation plan- S, P% S% N& C6 B& S1 p% _
Active management
- i* ^$ w7 D2 p5 x# L6 d: LAggressive growth fund 2 x" Z' P# m* e" P1 W
Alpha7 C+ L6 ?: p' N. V, [; C/ ~7 G. E
Amount recognized
2 ?7 w8 G/ G m# T o0 UAnalyst ( A U& m3 v" C0 T1 }
Annual effective yield
. j% Z! o9 [6 M) a8 o+ i8 ]Annual Maximum Payment Amount
+ ^ W+ g6 X2 t, n9 mAnnual Minimum Payment Amount
: B( G% J2 U. B$ V+ h" S+ _2 p* I. P1 FAnnual report 0 S: N" v2 F3 E
Annual Return- i! y1 s) M2 k! M: D
Annualize 5 M$ \8 Q% Y2 b) L- f4 f
Annuitant
, J9 p) |: ^: m& a3 oAnnuity 2 B2 P9 [4 `. S% v2 _9 `+ k$ E6 y
Appreciation
* u8 Z0 a; l' x( m# S2 h3 eAssets $ d# g& G9 J/ U0 n4 A8 G' c. M4 E, ]
Asset Mix % E6 D7 Y: M( W% P. u5 A% h; q
Asset allocation . D( l' X8 |% `- E5 K+ Z% J
Asset allocation fund ! o+ E N3 J( u* h
Asset classes
( w8 p* B D7 k ?, L& eAssisted Capital 5 Y: Y K, C7 A" z
Automatic Conversion
& C8 |* ~ o7 T4 `* PAutomatic reinvestment4 _! E5 D* {. B* ~: p: X; G( X
Average Annual Compound Rate of Return
: _0 i1 W6 B0 ]Average Cost per Unit/Share
' R7 e6 P2 @3 Y- ~+ N% J% l ^Average maturity
% ~- J& N; p, F% kBack-end load
; }" l P8 D) v3 N. J2 eBalanced fund 6 V( {- L+ w7 C2 z
Balance sheet * A8 f% q3 v ^1 }! y8 Y/ P
Bank rate; r" F' b# X! x
Basis Point
3 A% @, i; X" jBear market
m& c8 [& @ I* GBeneficiary ' p/ r I2 e! n# N( ]- g: X6 \& q
Beta* A& j4 X) r9 z9 P- u
Blue Chip
; [4 H' o, v# cBond
2 ~" }5 l# [& r% {7 \. ABond fund
9 r3 c4 M2 {: V. ?, O cBook value 4 k( Z) B8 ?7 X: \2 P
Bottom-up investing
9 Y* e- N- I, q7 uBroker
& t3 U- f! K, L; L3 ~Bull market
/ m% U, G2 E5 P+ z' b# f* R. O0 ?Capital / S1 e) E4 p, r: z2 T+ \& Q/ C
Capital Gains
2 ~4 e- { `7 Z( T/ ACapital loss $ z+ z! H/ o+ `( C, O: w9 E
Closed-end fund
" i: d0 S( Z9 L# o: |Compounding + ]# R1 I" C0 K5 O
Currency Risk
7 v) n7 y/ ~1 ?Current yield
8 T3 F* o9 Q& f* O. mCustodian
" x, ]) k' J# Q5 z* EDebenture- _$ x |( U+ y1 K
Debt' p t! Y t* ~/ J7 @- V3 g6 g
Deferral
% R a% W% r( b; ~: @2 M/ WDefined benefit pension plan$ K: K, T, D& u
Defined contribution pension plan( P( l; J0 u1 k Y+ B# s
Discount4 L# s! \7 d+ G; H
Discounted Pricing for Large Accounts! S9 z: G" m" y* |4 x
Distribution History( a) H, I( w# o3 S3 C( t2 v
Distributions
9 \! G) u4 _3 ?5 O# D2 A$ rDiversification
+ o/ m; W9 c2 I$ o) O3 [- `Dividend
i& s, |$ F. H% L' fDividend fund
1 d' S' f/ R" x- D, UDividend tax credit
( X. l3 J6 |5 A! CDollar-cost averaging' ~ [7 h* _/ a- f+ r
Dow Jones Industrial Average (DJIA)+ c' L: y, K8 Q: ?5 A& c! r% s' ?0 I
Downside Volatility1 a- k; n9 l( x( `" U3 r
DPSP (Deferred Profit Sharing Plan)- r* \% R4 a1 N: ~
Earnings estimates
6 A9 @9 M' F% m r O2 [6 r2 NEarnings Per Share9 n4 I* v" `+ j8 @
Earnings statement7 j1 c1 d& M, c; U9 w3 X) j
Educational Assistance Payment (EAP)
4 F0 v$ w( u$ v; REducation Savings Plan1 t% t1 Q! G. _) Z# o- x! n
Emerging Markets! w! M7 s' C5 X4 {0 c
Equities (Stocks)
h2 F7 R4 j8 G& m4 JEquity fund' }3 k" o! {# q* M+ v: C+ r5 [' \
Fair market value. k9 k1 I% q! B1 ~4 G& }
Family RESP
4 ?" [/ M/ e; Y1 ~1 x6 Y% JFixed-Income Securities
, P+ c3 r7 Y q$ h1 C9 ?: I5 W ]Front-end load
9 e2 P- p. l' t+ bFundamental analysis1 v- Y$ } r$ z1 R1 f
Fund Number
$ {! _1 Y7 r! E* RFutures, h3 e7 t: b& j% {9 `' N+ h
GARP3 @8 e. y3 o- n- X' Y0 E
Grant Contribution Room$ t# v: T$ \- g; [0 D9 u
Group RESP
0 n+ n/ x% l+ Q4 G( n jGrowth funds
* B3 R2 v5 h1 I, P! o' V$ pHedge5 ^9 s* ^7 q& g- ^, T
HRDC
+ D. M7 _2 W4 i* mHurdle Rate2 `3 N9 i3 I# o! Q* [8 q
Income Distribution
) h* l# d) u- K: a9 y( y: N8 D: }Income funds
. b. n. I+ ^3 {8 ~Index
6 c6 F$ `* R( b* N4 S9 U5 uIndex fund' }6 a5 ?; f; [# S0 b/ E
Inflation
6 \" y+ S5 _ K. u5 f6 ?Information Ratio
6 B b0 g" \; Q& n: w( TInterest & [6 P% @$ O0 b* R, X. \
International fund; V; v9 x7 l1 L, }) O x9 g5 S
Investment advisor) E/ ?5 M& G6 K2 ~7 [% u( w
Investment Funds Institute of Canada (IFIC)
& e x/ g6 g- i0 a/ F9 sLeveraging
9 o. k j. u2 v& S0 h; iLiquid 0 M* X8 [" I2 L
Load ; x; y+ w( t# }; C% H/ L# F
Long Term Bond
- {* V+ B) O$ W2 X& I& I1 [! |Low Load (LL) sales option
. t: }0 d5 {: ^9 N. h4 d2 j8 jManagement expense ratio8 i4 B; z5 o9 I$ `/ C
Management Fee9 K# s# J) L; V9 [( V
Market Value of a Mutual Fund
5 m8 e" G; P, T8 U u4 O( U4 ]5 X2 LMaturity
3 r! a- U5 r7 J: }Mid-cap
5 I" {# m8 h, t( q- Q. PMoney market fund$ h7 b# ^# O, Y6 E
Money Market Instruments0 D2 p9 g6 b: @
Moving Averages' V- P. M9 g0 O1 v3 C" P1 N. v }$ e: X
Mutual Fund
( c5 b( w, Y- ~7 s" PNASDAQ3 W3 Y5 v0 D# w9 i
NAVPU
$ w" G- z! N# b3 nNet Asset Value
4 E$ K$ ^4 @. |6 n2 w. z0 R' }2 kNo Load7 g7 \5 C2 W: [6 J( ]7 m0 [
Open-end fund
- `/ u6 M2 Z3 t9 a0 COptions [3 \9 T$ [ o$ G6 Q
Pension plan
( W1 D; W5 a+ P" g. wPension adjustment. W6 }; J! o3 P1 w
Portfolio
9 |$ s% z! Q$ W p( u( y9 iPortfolioPro( L2 B, D+ C0 ^$ @$ d! C
Post Secondary Education Payment3 s D' b) n1 K/ v3 G, v
Promoter
/ l! U/ A. m7 q$ _ Q0 c; }Premium: d0 A2 Y* w* F( c4 M
Price-Earnings Ratio
0 K3 d: M- g! F) h) JPrincipal
, `2 D7 ]8 ~" @3 mProspectus8 x8 m. V& o/ ~" r
Quartile Ranking4 m, @4 J! c/ C" I, F
Registered Education Savings Plan (RESP)
6 l. [9 D" y$ o4 K7 tRRIF (Registered Retirement Income Fund) : A. v9 _6 H4 a1 z, Z
RRSP (Registered Retirement Savings Plan)
* x5 k: j/ ^! ~2 P! _/ _4 n0 t) aRecession
5 M" z0 T6 t: h7 TRelative Volatility8 n. L0 ~* l8 p9 I
Return& p2 N8 Z) K/ v' B5 _
Risk f! ]& m5 j+ v2 v0 Y
Russell 2000 Index . A: |* i5 `2 L" F' i/ M
R-squared6 `* y( X3 {' l/ \& v
Sales charge
4 I' H6 |/ h- l0 b3 S5 KSector Fund
6 G* \- {8 u. MSecurities" ^ `6 m2 \7 }6 j" D! M6 F; @0 z
Securities Act
% C1 a0 i5 ^7 Z3 }0 q1 BSharpe Ratio
6 Y+ F2 k5 ?9 FSimplified prospectus
& f# E8 h8 x' l I! `% a' ~6 g" JSortino Ratio- ?, M' A2 L# d$ }: y3 e$ e
Specialty fund
8 v! x: K: [ r. c: ?# pStandard and Poors 500 (S&P 500)9 Q1 I# ?' Q- K/ b r
Standard Deviation 2 m! F, z% H t- [1 N
Subscriber- h8 w; D' a3 P
Tax credit! r0 s4 r8 {6 m- ^
Tax deduction# I, `# T/ v3 J' Y8 F$ r# P {
Top Holdings
9 d0 J2 C- R; o" t6 J( W: F) z( ETop-down investing
2 K4 }* S4 V' O' Z8 t: G( J* V+ WTransfer Fee
$ ?+ K+ S! `6 JTreasury bills (T-bills) 5 N7 z7 ?/ A" v! v
Trust ) K3 `& j6 q5 u/ @6 n/ h
Trustee( y- y5 W- ~, t9 S8 o
Turnover ratio
6 M& z: r+ n. f% d+ ^6 M- Y) KUnassisted Capital7 D: Q3 r6 P: c3 M
Underwriter
* F V6 g, d2 x/ {Unit trust
* v8 ^$ |! [2 v G7 lValue funds
# a9 g1 ?& V0 \5 X: rVesting9 [8 w$ o; H4 W) _0 Y
Volatility n E6 O' M& q& W! x7 K
Volume " V8 r' }- x& ]( J* E. M0 s; ^6 i
Warrant
V4 R2 H! n/ t# kYield
7 N7 r+ M* _; E8 o- A2 |Yield curve
9 w' p" F5 n8 H+ P2 HYield 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
