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Account Type
* j2 a* S7 U# p. D a" n, O, AAccrued interest, c; Z7 ^3 N. X" c
Accumulation
; e: |! g. I* Y h- QAccumulation plan8 o/ S* P( I9 _( E; y
Active management( w8 ^" A/ g B* z; P) E
Aggressive growth fund
; v( {0 z; b# nAlpha. y9 K6 U% }" }2 \+ r6 `4 e9 I
Amount recognized
- ]8 l6 q9 d0 U1 uAnalyst
. L- a! j# R& O, K2 Y3 A4 vAnnual effective yield
5 h6 H# S1 B8 l, R( f' M5 H6 S: }- YAnnual Maximum Payment Amount. p+ t3 [5 f5 W0 b7 H
Annual Minimum Payment Amount
% C' A4 p2 l! I# S% aAnnual report
; g7 h, f" b2 ZAnnual Return
) N6 r( c9 f& rAnnualize
3 B7 ]: ^0 N' P. z- _Annuitant 5 I: H' T& t+ {) s* K6 i
Annuity
- C+ F2 ?* G. y8 u' d3 k, i2 N. [Appreciation
0 H8 ]1 p& {6 S. G3 \Assets
1 `6 ?2 m% C6 u3 D" H3 }( o UAsset Mix
$ S0 Q ~+ V1 d6 E K- t4 mAsset allocation
% A% m( n% ^, MAsset allocation fund
6 A0 ~3 Z- Z! ~- ?. c, cAsset classes 6 f7 J/ d) u, V( g& C T" R/ Z1 w6 a$ ~
Assisted Capital . U, q# e9 Z. O
Automatic Conversion 3 F G0 h8 B( Z; E+ U4 N
Automatic reinvestment# ?0 M E w3 h+ Z- A3 Q5 m
Average Annual Compound Rate of Return
. y* f; P; j) G3 EAverage Cost per Unit/Share
! W9 r3 p- a3 x5 @3 kAverage maturity2 S% e) Q$ Y% E- A3 j
Back-end load
: _6 l, j" s/ q$ T9 ABalanced fund 5 P/ G% ~0 m4 M0 n
Balance sheet % o6 d. U- U( i% h
Bank rate
5 d1 ]9 ]$ ^: m! R$ m$ G# ~5 SBasis Point / l7 w4 a9 M+ m' z4 ^
Bear market+ u8 Q8 x) h/ v i* T4 r+ d+ K
Beneficiary * j) b4 y$ Z0 }
Beta2 |& `! q9 [/ `+ s: H, H( f( u
Blue Chip
2 z6 w( f- x/ R% lBond 1 w) y, {$ ?# A' f F: s% X% f9 q
Bond fund
( S1 y( ]2 W" SBook value
; P. K) `2 c6 c/ p5 l1 w) _* SBottom-up investing % ?0 V6 J6 \7 {# f, k
Broker
2 @ y! t: q/ e! q+ SBull market
% ^! _; [! {# d& ECapital + o7 r! m# |. y- O* B0 w
Capital Gains
$ u8 F' F3 x! l; r+ t( CCapital loss ! R9 z V$ L7 W) }) z" m' G
Closed-end fund 3 d9 @+ l7 ^0 c
Compounding
# ^, \7 Q6 j' c! u9 S5 wCurrency Risk
2 \5 e/ Y4 \$ U! Y, [$ N& R' n. yCurrent yield 2 C6 h/ O5 k O5 r3 ~2 m* F
Custodian
1 u% n% E$ N, X$ DDebenture- c, X- r# F7 |6 E, U8 Y
Debt7 s# @2 D5 B R$ e* z& Q
Deferral
5 s d' v) [8 c' C5 M. m2 [0 MDefined benefit pension plan
$ H$ l. Z/ z5 g# V- d/ LDefined contribution pension plan6 w' {8 ^- p( Z0 ]* N' ^( z
Discount
# W" K9 C; C/ e. FDiscounted Pricing for Large Accounts
* r4 y' K# \. N( aDistribution History, Q& ~3 i! g& B
Distributions
, v0 ^/ R1 j3 f- Z3 L' M7 j+ \5 XDiversification
& d; E: Y8 E. y% U; o& \* r: E/ k' uDividend
) P. b. I& h7 ^: X) q' }5 c5 E1 ~Dividend fund
- E4 J9 W3 Y$ GDividend tax credit/ ~9 d+ P. B: T0 S8 Z
Dollar-cost averaging) Q' p U0 O2 U1 B' e
Dow Jones Industrial Average (DJIA). o2 j1 R5 X5 A% N" f
Downside Volatility
# x/ N0 I# W: ODPSP (Deferred Profit Sharing Plan)
# \% \+ K% Q. ZEarnings estimates0 e/ j" `9 L5 \3 R0 E
Earnings Per Share
& F5 K+ P9 c- b' a/ T f- AEarnings statement1 d9 w6 U2 a9 ?8 D7 K
Educational Assistance Payment (EAP)' ]' W* h. @6 S4 D& k
Education Savings Plan
/ v( [ a5 h8 h. p4 _Emerging Markets- i7 H- o/ n. W# Y
Equities (Stocks) ' p7 m7 C& | e1 c
Equity fund; V: u5 g ?# [* Y7 u
Fair market value
" K' M7 m7 E' r0 }$ }- lFamily RESP
- J: |& C! l1 d' p2 sFixed-Income Securities. M/ i: J V1 m/ m! Q7 X
Front-end load
9 [8 T. S: Y$ w( D# ~* h) sFundamental analysis
# i. q4 T8 a0 eFund Number L+ D: e+ @: X3 `
Futures
: c( f A0 P3 c$ Q& `: R1 jGARP5 t1 V% Q* x2 `- D1 W; v
Grant Contribution Room
( [5 {: I O( k7 W) p) H5 U6 ZGroup RESP0 x4 o. L* }, E+ P
Growth funds - T. L: P. K1 Z1 }1 C8 ~' h
Hedge5 g! Q/ L: ]) h; ^ g. H; U1 K h
HRDC
7 B4 u$ @' l& x. ~Hurdle Rate
/ W% y( \9 L* ?' ?3 C8 ]3 XIncome Distribution, M, E& [7 o8 d2 s) o) t
Income funds 4 a5 D( I# @7 d
Index; ?2 S$ n. E# T! X, u, \
Index fund
! O% ^7 i' i5 f! D4 W' `0 VInflation B- E! ^& w7 m) X" o
Information Ratio 9 o& S& a9 M7 u }& I$ {
Interest 4 Z' v4 }- n# p9 b% s1 P
International fund
+ M: e3 r/ n& V1 M4 jInvestment advisor
7 I" B' d* d2 n A( M* M) [# PInvestment Funds Institute of Canada (IFIC) + s2 C! [% h" y9 ?
Leveraging7 Z( c- c" V1 s' i C4 j b. r
Liquid 8 _* ]* g @9 ~/ y$ l# Y- ~' @
Load
( x* r% a, Y, `' m. I# e/ D7 nLong Term Bond
2 r; H/ P- l$ E. ALow Load (LL) sales option1 U' C* e% z& s W1 Z, H. |) ?
Management expense ratio
' u( r5 }7 V+ m1 E5 KManagement Fee
+ Q; G! n" Y" c5 I/ x; ^* H# O1 LMarket Value of a Mutual Fund/ K5 O& C. n+ G+ o5 a3 R: e9 r: Z9 x
Maturity
/ i% B. k: \1 J. s4 PMid-cap& g6 S7 Z0 f7 I- p; g
Money market fund
# P2 p6 r8 Q8 |' c, l8 zMoney Market Instruments( r% J. T& C5 ]/ H- T8 K0 J* v
Moving Averages& J/ C; T0 r7 x1 c4 D$ O; a
Mutual Fund: Z" [9 G+ P3 W8 n: ^
NASDAQ
! G' `5 E: o5 nNAVPU
; Q" }! Y3 o: v+ x& PNet Asset Value
1 u, m. @) {) R& k5 a9 LNo Load0 E% ~, {' J# A
Open-end fund
\5 L$ Y8 Z, uOptions/ _9 o3 k w! m d
Pension plan
1 P7 A& r8 z" P, F( u- r1 j# gPension adjustment* Z. g! a3 y; e2 D- d$ X
Portfolio' H9 O& U8 o6 Z/ Q6 p8 b; x% c, T+ q
PortfolioPro
% I& N- ?$ V& M$ xPost Secondary Education Payment
# |0 `( b* r( h( ?, t% tPromoter. v" q/ ^$ R* ?& ]" h$ X
Premium
$ C. l+ Q$ n$ B5 C. [Price-Earnings Ratio
) P6 e0 c9 t4 Q4 O$ rPrincipal, y# M6 b3 P8 ]5 N* r6 x
Prospectus
* _- L* V& k- V" lQuartile Ranking
/ A, N) r% p' D; W! l' W% k9 mRegistered Education Savings Plan (RESP)
4 ?: |' c+ x# l5 V( W2 D+ rRRIF (Registered Retirement Income Fund)
+ Y* W3 Z- a: nRRSP (Registered Retirement Savings Plan)
* y2 d7 A! E* y; z5 ERecession
( ]! F& X4 z3 ] p! c& H2 @% {1 m1 jRelative Volatility
4 d, E4 H$ v5 B: i" k6 o/ q- rReturn# {. n6 g! F6 Z5 z) F1 z* \3 [
Risk % p0 X/ U: R9 t( d" p& ]7 r
Russell 2000 Index
& n4 V/ R. i# @R-squared
! \/ K5 `6 h$ k2 YSales charge. d! k' a6 j9 G; F$ k# g2 C/ c2 H
Sector Fund , h& V2 F4 ^8 z6 J
Securities
- w( O' y4 w) F3 N! s. aSecurities Act; y, T6 O0 D6 o5 k! i
Sharpe Ratio) N; C/ w7 J U
Simplified prospectus
8 p$ t+ o* Z8 t; J) [Sortino Ratio
$ a' g4 [2 K3 v& z; _7 tSpecialty fund
6 F _) H8 d/ s. J+ iStandard and Poors 500 (S&P 500)
, ]& ~; k& c5 E, qStandard Deviation ) p0 O0 r( O4 c- r! j0 P$ l
Subscriber( l+ d' E( k) f4 i
Tax credit
0 ` @' n- R8 MTax deduction
9 z3 ~* y% {: H; }. x$ sTop Holdings2 q4 U" m0 N) s" ^# T
Top-down investing
) D$ v, w" N/ i! ^. sTransfer Fee
$ Y6 d' X2 B; |; o& ]# L: gTreasury bills (T-bills)
! |: X( D# C9 bTrust 7 Q. }' @/ K7 o- O* Q* X
Trustee# c+ Z+ L! U4 q# ^- |% d& u; S
Turnover ratio 4 d& G i3 v& C U& u3 h
Unassisted Capital
' e# m, Q k& N( Z# p1 ~. h( K- T! fUnderwriter- b" ~8 z B9 U" h
Unit trust
9 o5 k0 b& L% c( m7 C) ~* \Value funds 8 e3 E- f9 x% I
Vesting
4 d3 r4 l$ z% }/ OVolatility
5 H6 r" B- P) a; R! M% M9 MVolume
# c9 m5 w! W# S$ X& K0 ^Warrant/ c: b: J6 Q* \7 t* j5 B t' k Q
Yield9 n+ D; J5 ? [# ]5 x+ g/ F0 A
Yield curve
# z R% [& q9 i1 yYield to maturity |
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