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Account Type$ j9 r' G' X% j3 g4 U/ G
Accrued interest; C8 u6 X/ \; d' o& u) _- r" C
Accumulation # M$ m$ O+ b( y$ q" S2 X
Accumulation plan
. }8 ]9 C6 g* w$ g* S% |Active management. N& `5 r. ]4 l2 M5 W
Aggressive growth fund
( O: B' b6 c9 oAlpha
* w7 h; \* P7 _/ g+ jAmount recognized 6 s4 [. q& E* E% u2 r3 Y
Analyst
. S; j0 A9 W$ d5 eAnnual effective yield
) X5 A* H2 _4 [/ x8 [Annual Maximum Payment Amount# x; E' V- S5 l6 J9 H
Annual Minimum Payment Amount
- o( }$ K% L+ G2 x r7 V# c+ XAnnual report
& H+ `$ a; t$ `# j5 z9 @Annual Return
* A1 o9 I" F8 `; t/ p0 L* V: G e" |4 mAnnualize $ u2 `6 j6 o/ |1 `% |4 s8 ~
Annuitant
4 M$ b2 U5 V+ oAnnuity
7 m# Z# C" y) MAppreciation
6 f- I$ ?# Z% u% qAssets
+ N2 R/ e4 j8 S) V$ w9 }* O. N3 TAsset Mix N! d- y- Q) N! V3 o0 a2 s2 n( M1 u
Asset allocation 1 T% b/ @* I( J( V1 a
Asset allocation fund $ f O* V a& N. O
Asset classes
0 b* l7 o9 h7 b, K8 @Assisted Capital
s' Q/ G% n! t* Y7 {Automatic Conversion
' z* ~: ?( ?, ]6 v9 F$ v' _( S9 o& BAutomatic reinvestment/ I8 g7 @0 }+ U* Z) O' X. m3 w
Average Annual Compound Rate of Return
8 @* D) {8 W9 d/ e! G; \Average Cost per Unit/Share# r' _9 C- C& M# D& d( h
Average maturity8 ~* B/ G) w" [& v& P3 t# l
Back-end load
1 i" _5 F/ ` ?' FBalanced fund $ ]1 B; m+ N& j. r% O. R3 C
Balance sheet ( F v% y% T7 t" a
Bank rate
C0 n' z$ [* a8 Z7 Y, r% v5 kBasis Point
/ m4 k9 K# c8 {: o7 ]* J RBear market2 a0 Z* C6 D) j4 ?! @, W/ L
Beneficiary 2 o2 _: C% U% q3 R9 U
Beta s0 ~! V0 h8 W% k
Blue Chip 3 A& w& @" A5 M
Bond
' ?0 g- F5 a0 x7 I; jBond fund . U1 Y/ j7 h( p6 F F
Book value " k9 x$ f4 K2 c3 A
Bottom-up investing ; Z1 z6 R$ v8 M$ O8 S/ k0 L; _
Broker
& b/ q: B `: a' X( o. cBull market# |+ u. y, m" y) X2 l
Capital % [ J6 k4 ^1 N$ W A5 D4 Z
Capital Gains
9 P" W- w4 b8 G% [ [Capital loss + Q( x2 a* x4 Y
Closed-end fund ! \8 a- T9 d9 Q/ r
Compounding
5 a( N8 x' L& ?& P( y) lCurrency Risk
. c# L% S2 i5 z1 }" j, i' }Current yield
% S+ m4 u9 n9 S/ g- A oCustodian : _) V" r1 N! D
Debenture
" `: v8 p% h0 hDebt
" a9 n, P( o7 @- MDeferral
3 C5 N. d4 W" ^4 w9 ZDefined benefit pension plan
; |8 P+ V. \( QDefined contribution pension plan
U* r1 k, U) N" _! W8 M% BDiscount
! a1 }+ g4 n, g" k8 x' ?4 XDiscounted Pricing for Large Accounts
# G( E0 H8 X3 m0 {7 ~, oDistribution History
' }. o2 X8 D2 nDistributions( }8 ~2 `: J- X0 z1 F( e6 ^
Diversification
: W' c7 U2 F9 _6 f" zDividend( N+ H4 B* {# Z. t
Dividend fund
& B7 F; \( ~2 G0 y* b2 SDividend tax credit
6 ]4 i$ v$ X1 V: zDollar-cost averaging9 X1 Y9 M0 j9 H; N+ {* i2 l' U0 O
Dow Jones Industrial Average (DJIA)
( H5 t2 P" P- l# yDownside Volatility& m7 @* G- A( E5 R7 t- Q& E
DPSP (Deferred Profit Sharing Plan)' ^$ v0 ?+ F' K( R3 T( J
Earnings estimates
3 A# ~! h6 T7 D0 W% n4 K( A% BEarnings Per Share
' D; j( \/ k) Q# c! ?% NEarnings statement# G, K- |% r" O* J8 i- p
Educational Assistance Payment (EAP); S% w# e1 [) S
Education Savings Plan$ h! E: N' u+ ~1 ^& S
Emerging Markets3 @' ^/ h! f, Q. c
Equities (Stocks) # I6 J. z& P/ ~9 S: ~
Equity fund: H. L% r: H! C- M5 \: {5 h, C
Fair market value
4 [# c: r; ^. r% g) ?) VFamily RESP
, `* A5 f% }6 }, iFixed-Income Securities/ P. K3 B7 E' `$ q( j
Front-end load
% r9 B1 D# h8 S. tFundamental analysis. E& Z1 {) y+ g9 B
Fund Number9 f+ z. m, z" J" a" y0 z/ v
Futures8 y# Z' _4 s: \1 o3 h3 p
GARP
8 {0 s) n' z, {3 o# J$ ` `Grant Contribution Room7 U3 s5 R; E2 R. E2 I/ U0 `$ h, i
Group RESP
3 \/ O$ l3 }2 j# j) c# eGrowth funds
$ L9 w' l' |; t, d5 tHedge8 n$ X% W$ M1 v6 m H# ~
HRDC
, p/ j' Y! F: ~8 K: h' rHurdle Rate c) [1 c# f& M8 g) y: q
Income Distribution5 b: m3 I# p2 `; I9 W
Income funds 4 |, x6 {; i1 O/ T2 q
Index4 N1 I+ f. y) J& r
Index fund
# j8 L e& b5 q& M9 j' TInflation % G$ D" e1 \3 Y- N: o
Information Ratio t+ h8 P c& @5 \
Interest
2 A# X/ R6 j' Y r, IInternational fund" N, E( Y0 S! w& H1 o s
Investment advisor
/ e/ O p: p8 m/ A: |" i& U$ }3 {: X2 bInvestment Funds Institute of Canada (IFIC) 0 m5 ]: g% N6 x2 @+ V: _9 {
Leveraging7 |4 k1 c+ O" T/ b8 r1 y
Liquid 3 W/ v& a% x/ r9 U$ D* k4 u8 H
Load ; P4 b {: Z* [( s
Long Term Bond+ |5 Z# S) X; H8 y8 H" q. B* B4 L
Low Load (LL) sales option, o& J- d( n# _( y: p" I# p3 A
Management expense ratio
+ |& o/ {# j6 ^7 F- ZManagement Fee
! w3 J/ }# V) x, D$ P) s1 ? _7 JMarket Value of a Mutual Fund
7 P! J( W( b4 PMaturity
( }1 j) `. |6 _8 n7 {' TMid-cap2 f3 t7 y$ C6 G- B" I$ { u
Money market fund; [6 X9 b( N( g3 s3 X
Money Market Instruments5 H5 |* r+ H. W. n: n: h; W' \
Moving Averages
* m. C, Z$ W' e7 j' o2 \2 o8 y) V/ O2 FMutual Fund
3 g: b8 A3 ]% \4 Q8 ENASDAQ
( C( @. m* m7 v8 v) K7 f3 r; INAVPU
8 P. m- Z* X5 }5 K1 o+ x, sNet Asset Value0 E( a# o; O) B) W, c9 v/ f
No Load
. n. k( X4 l" B; LOpen-end fund! N- J; v( B& n- w: B
Options
* i" p! G. i9 P: KPension plan6 K8 q' G& W2 x2 U; ]
Pension adjustment* R( j; T0 { P1 F+ x k; r1 j/ D$ M; r
Portfolio
/ |* G- `& Z- |/ a" J4 _: X/ P- EPortfolioPro) q9 ], ~% s8 a- B. V* F, l
Post Secondary Education Payment+ ?# S: s5 [& | B
Promoter" Z( u% B: d# {% n2 S) g6 E
Premium
* s; D( x4 a7 ^" {3 i6 yPrice-Earnings Ratio
: q4 ?( z8 w' ?) X* EPrincipal
- N3 j2 x# ]- H% Z bProspectus: a4 v/ L. \6 E4 r! d
Quartile Ranking
" e) h2 Q8 a: f2 f( \! R, DRegistered Education Savings Plan (RESP)9 Z, m4 A6 u5 c) I* K8 [6 D( g
RRIF (Registered Retirement Income Fund) ' a% k% U, G0 t4 P
RRSP (Registered Retirement Savings Plan) 4 o R0 |2 T0 x
Recession0 C2 Y2 @! X# m
Relative Volatility
: M7 q! }& d: b2 i+ Z/ NReturn, v2 W% k. w6 D% H8 O( [
Risk
# b& Q7 s* f0 f) |) J" DRussell 2000 Index 9 k) b' L/ o/ h0 r _6 w
R-squared
) O, Y' n3 N2 U$ Y% X$ |* ESales charge: `% Q. y: q0 H. n7 {
Sector Fund
4 i/ e+ C" z1 g7 F9 nSecurities" i9 ?2 v' h! B- ~& C. m( a
Securities Act* C/ R; @$ K& I6 m# l
Sharpe Ratio5 E( u, C& r6 M3 U' k. q- l; u
Simplified prospectus' h: \$ d; ^8 ~9 H# B5 k
Sortino Ratio: k1 v- ~: \& _4 t
Specialty fund
0 V. P! b" R9 k" f1 m3 u! tStandard and Poors 500 (S&P 500)
; [1 @0 K D; e& b2 b! cStandard Deviation
/ x& X7 U% Z3 b# N" i8 ]' fSubscriber
1 w% N4 u2 x! XTax credit( ~2 [1 s) `% P6 a1 F# J3 j
Tax deduction' T( a' [& h5 g4 a @3 @7 Z
Top Holdings
% [/ d7 v" J$ Z9 s$ FTop-down investing8 z* Q# T6 |0 s3 b$ t8 a
Transfer Fee
; l" O9 n4 r1 p/ NTreasury bills (T-bills)
: R3 \" W3 k, \* p @5 pTrust
( h/ f- }0 E! N' W5 {, `Trustee8 ^1 \1 g! n6 v' w
Turnover ratio & Z- g P) P1 y9 ?8 S2 M
Unassisted Capital
" V: f* v: ^0 c: u8 u4 eUnderwriter* p5 n/ a) r# E# V6 q
Unit trust# x/ E( a1 U% s" ` v s
Value funds + S3 ^; p# G) t. p8 w* J
Vesting+ g+ E# C) {. Z
Volatility
. ^; P* l) t# o/ c" TVolume
0 o4 E2 ~6 i4 HWarrant5 C) q( s4 B! ?0 s5 _$ S! S- T
Yield
% j* d9 b: [2 [Yield curve
& e: J8 P% G. c7 r+ [. zYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
