 鲜花( 0)  鸡蛋( 0)
|
Account Type
4 _+ q7 k8 e) F0 bAccrued interest
$ R$ A% Q- g# Q- pAccumulation
~* X k+ J) M2 P3 F2 aAccumulation plan* E- }) d/ }/ h, t* A7 L
Active management# i- z: l, K. \7 b
Aggressive growth fund
- X; g3 R4 x. N" { t4 v% d% {Alpha7 X6 ^8 }7 Q# A% n$ ~
Amount recognized
6 e! K4 `6 a0 e7 JAnalyst
, W0 t, F7 M3 P$ |Annual effective yield
! \1 o% f3 C3 H% V2 I8 m! {0 rAnnual Maximum Payment Amount6 X/ g9 S! q! U1 f& h9 n4 y7 o* [
Annual Minimum Payment Amount 0 }% }4 ^% ]9 v' F! L6 o
Annual report 1 X3 C: U% u; y7 h1 g+ o' u+ ^
Annual Return3 d4 q% T/ f! b8 h7 v; a1 T
Annualize # ^- |. ]& ^9 u! s" _" g8 e) O& y* u
Annuitant
% t' w+ b; Y) e6 J) x0 ZAnnuity
3 E* X% t! `) `/ o* k, `8 HAppreciation: b' r/ B3 Z2 \% \
Assets / X% S R) E/ _! l9 v- X
Asset Mix
& P! z' {: M) p, u0 ?8 K6 ]Asset allocation , W3 `5 d3 G0 z3 d" ]
Asset allocation fund
) M k p, W" r3 l/ x- r' ?Asset classes + @. w9 g. P6 k1 s6 U* `3 Z5 q
Assisted Capital 7 c9 g5 x2 O; n
Automatic Conversion n1 A5 F2 }" M, _1 g# y+ I( L9 o5 W
Automatic reinvestment
8 D! s$ }4 ~2 ^ h: [Average Annual Compound Rate of Return 4 Z" A6 R6 w. |) u
Average Cost per Unit/Share
9 ~( H6 j5 B: O9 i$ g* M: xAverage maturity+ Z& _1 J: C. M/ v. S
Back-end load
0 \0 M& t0 x% e5 s7 i2 cBalanced fund 7 i7 ~- s: W4 l) S) @& G- l: [7 }
Balance sheet 9 S% s6 P B; v/ H5 D# L$ G- n
Bank rate3 l0 |8 V1 i' _# z7 Q
Basis Point % w: H0 w5 [. R4 q% F Q3 t5 s" m
Bear market
6 N! [( q9 t1 w& O" n8 DBeneficiary 4 x! _7 O! B4 ^# M: j
Beta Q2 d/ v: }2 H: K
Blue Chip ) N' B! n/ Z n, N1 T# C% [
Bond ' w0 C! b, N& K: E2 H
Bond fund ! Y4 b: w; X' i+ T. @
Book value / {4 i7 X6 x/ b& w. L3 w
Bottom-up investing
$ R7 o' L2 j( {1 iBroker
; _9 R- j* o3 F, _( o; ?. D6 R# }Bull market, X3 a) D. \) u( W& e
Capital
+ D N7 `6 V2 i; `7 v Z5 Z4 [2 ECapital Gains
! I2 G7 H& B/ y, z0 {0 o- ]% C$ H) oCapital loss
# w& A- o" ]8 M. EClosed-end fund
# V( P. K0 W. ~7 M; I. V5 h+ ^Compounding
, k. _' c, b) S; jCurrency Risk . L! Q2 s# b1 K% W
Current yield
+ L- R) \! ]$ dCustodian
+ G. t4 A) W* u1 U- wDebenture
( q9 o3 U' _: ^3 F9 T/ gDebt
( ?) Z7 w- L4 f& E+ T; xDeferral
3 u2 H$ I* X' A! WDefined benefit pension plan
$ s7 z6 h1 H( ~# n9 Y+ x8 x% }- XDefined contribution pension plan( f! Y% {2 R Z/ B9 H4 f/ q
Discount
/ Y& a; X/ u3 x* L" T& d0 wDiscounted Pricing for Large Accounts
3 D1 _1 M0 r; uDistribution History
; j% `: F% k' |/ l/ w1 U* l6 XDistributions2 I! j ]1 \% ~* P
Diversification1 n- a( U) F9 Z# X
Dividend8 Y, p3 s7 q" w3 [
Dividend fund' n+ _, q, L/ I' R$ ^0 J
Dividend tax credit' q( V3 L7 k6 C8 c0 M3 a! K3 ?7 T
Dollar-cost averaging: f6 h2 c s/ C
Dow Jones Industrial Average (DJIA)
' G+ x. _! g$ b; F+ F1 }5 \- a3 [Downside Volatility9 z4 f7 z% Q9 H: f( s. _( O
DPSP (Deferred Profit Sharing Plan) S* X$ t! ^7 H8 ]; _
Earnings estimates3 e4 D, y+ I* Z
Earnings Per Share
$ g* T1 ~# P# w9 R6 N& pEarnings statement5 R9 o m& f7 t8 |, V# K1 s3 W& [
Educational Assistance Payment (EAP)
6 [; R- j8 o H* ?7 L" J3 eEducation Savings Plan
% R, r$ O( V. o$ T8 A8 ~Emerging Markets
5 z. h1 ^5 O0 dEquities (Stocks)
5 b4 N: u2 t* H- u+ I& Z- dEquity fund
% K; ?: \* j* o9 A( h w3 Z* oFair market value
) i, b* a/ Y8 w" VFamily RESP
- F6 e7 O3 l& N# `) u* E8 N5 IFixed-Income Securities5 Y: T/ l1 ]' l
Front-end load9 G' \! q: c" i8 h/ h4 T, m
Fundamental analysis
J# W3 |$ u* M* z, j7 {8 V5 uFund Number
6 }% ^( D* T4 n5 E) V% H) NFutures1 l5 ?, m$ k' H/ Q
GARP5 m7 P S7 F+ V* G0 H$ y9 z# c
Grant Contribution Room' B5 {- Y! {+ c' F) i6 ~# |2 m$ F* _
Group RESP1 E1 i' _. l% a( _, P$ h/ }9 f
Growth funds
; K+ G- \/ H# U2 v! A* iHedge) L0 }/ u) ~$ B* F1 o2 g
HRDC
5 \, _( g5 K1 s/ XHurdle Rate
1 _7 h& u3 B v7 f! w0 \1 v& o3 ~Income Distribution3 F9 r8 M) S u
Income funds
8 n: ^2 q( D, D8 ]) pIndex
5 T p3 U! R. B2 ?Index fund
4 w3 V& Q( b" T" iInflation 4 M- Q/ {3 g; s [4 r3 t8 d N2 w
Information Ratio
4 f% c/ Q3 I8 R; T/ {Interest
; L) N/ X6 l0 [8 T; I7 h! GInternational fund
' m6 c0 F: W: I( N7 |Investment advisor
$ t$ q. j4 v6 GInvestment Funds Institute of Canada (IFIC)
- C6 b3 ^! x: gLeveraging1 W, A9 @' C. q8 l" m7 I
Liquid
+ H4 Y2 L" P/ X+ L5 N' ^Load
( ~* m% M! f/ C# f5 P; _4 Z+ MLong Term Bond
- m$ m9 x+ j+ `* d* |. S. b) u+ QLow Load (LL) sales option1 ?1 o7 I8 K% {9 b2 X% r7 T
Management expense ratio
1 p+ |/ \# m [2 B+ `/ W, PManagement Fee
7 [/ q: m* a# g& lMarket Value of a Mutual Fund
: a- s5 ]% s0 w2 y }* kMaturity6 b$ ~2 J+ N% s* I$ V5 v$ S' D
Mid-cap, b8 z; W+ i8 }8 z; J
Money market fund
, n% ~& s' ~$ g* y7 P! {3 A6 ]Money Market Instruments+ u z/ m# U; x l. _6 t- c5 r }
Moving Averages
}% {4 B6 m+ C5 x& ]Mutual Fund: l- G6 ~0 ]9 h; z7 k$ C; k
NASDAQ! B, ], L! x4 ^6 g
NAVPU
# W1 c c }/ [0 D: r# |Net Asset Value
$ a9 M& c% S( [4 z5 ^2 j6 [No Load! B8 E' } l+ O6 M
Open-end fund
$ R1 @. d# H! P5 J8 w0 WOptions
9 Z5 S6 b! S: |# q, b' r3 Z: I NPension plan
2 }1 y; }( J+ O/ W% n SPension adjustment
1 Y, e8 Z. d- ~. N6 D" \Portfolio4 s; d1 t. ?1 O3 T
PortfolioPro/ c- n0 i6 P4 \: B& o" A1 s3 L
Post Secondary Education Payment
8 O( w6 z, k9 y E+ Q) n6 X% B3 }Promoter
$ W1 M) I9 Z: V6 t/ iPremium
' m7 b7 ~, L" r# J+ O6 T6 JPrice-Earnings Ratio+ H) l6 Q1 L. w( X' R
Principal5 c0 ]/ L5 I7 v8 a
Prospectus
6 \6 ]$ m: i' z- V7 J' zQuartile Ranking
& t0 p1 H a( l6 b: HRegistered Education Savings Plan (RESP)
7 y& o( g3 V8 Q+ WRRIF (Registered Retirement Income Fund) 7 T# |* u1 c1 q5 k" |+ }
RRSP (Registered Retirement Savings Plan) 8 P2 i8 F# a& ~8 M- D
Recession
/ r( C/ J1 D8 q; i" X# QRelative Volatility' R3 M4 F! H& t6 ]) e
Return
) u: f- I% s0 nRisk
9 n: Q! \0 Z- qRussell 2000 Index
& v# m: \$ K, x8 f9 e$ S0 mR-squared! R D2 |9 ]# X N. G/ O1 t, K. S
Sales charge
: f, j7 T" N/ d7 j, SSector Fund
$ q: X. n5 r6 _: r- F- uSecurities$ x4 R& K" @$ p0 n M U
Securities Act$ k5 E2 g. }0 h
Sharpe Ratio
7 ?0 h* D N7 z7 r$ e/ RSimplified prospectus
7 \# t5 X7 f$ @& O% @& j+ VSortino Ratio
* c! C' ]" c3 l1 g7 ^0 KSpecialty fund
: Z3 |4 W v$ L9 FStandard and Poors 500 (S&P 500)
|" q) ^/ O2 l0 f1 p3 T. L& c8 |; JStandard Deviation 2 f0 u) z/ U9 |$ M$ J9 f& V
Subscriber
. D9 t! |" k) | L# u" zTax credit3 A! I! |4 P5 E
Tax deduction. A4 @" I" P* D z6 i! _- I( {
Top Holdings+ D+ D* m& k: ~" H/ E
Top-down investing
" K: p8 m7 z9 A; sTransfer Fee
5 L" h5 N& G" ?, _9 j" C+ P/ {Treasury bills (T-bills)
3 |( N2 j8 @3 s: k+ K% f" yTrust
3 k: t0 H$ q+ P5 O% v+ _Trustee) Q6 a! [. c$ F. o$ }; T2 L
Turnover ratio
% g! F0 \; ~' p& WUnassisted Capital
; p, F4 f; s) p; ?9 M) p6 TUnderwriter& T9 N, V9 X7 i
Unit trust+ ?* O9 {2 g. t. J: O7 U- N
Value funds " y) ]! E1 @) f8 D" A
Vesting
7 I$ j+ ]" C E7 v: u) U2 VVolatility
& N( j: m! d( ?* v* v, M, ?Volume
( o# h' `6 K- s. Z! ^+ s/ S3 _Warrant
2 @+ k. A2 C2 f/ h6 oYield' }; Y8 a: n- e# y* t$ b
Yield curve
' @" [) g- v9 Q5 `. [Yield to maturity |
|
狗仔卡
发表于 2008-9-22 21:19
提升卡
置顶卡
沉默卡
喧嚣卡
变色卡
显身卡
发表于 2008-9-23 23:22
