 鲜花( 0)  鸡蛋( 0)
|
Account Type; m" n* N8 q" e% X6 z2 Z+ Z
Accrued interest
( @& K. z, J+ {0 c2 H' UAccumulation
8 u" k: H& B% _* _+ e" W# yAccumulation plan1 Z; M6 i* I* n9 R
Active management
t, t. E& C* h( a- R2 ?8 k. g1 U; G9 kAggressive growth fund
' B o( v! V% I( `Alpha
" v O1 c/ r' d4 @Amount recognized
) I% a" P# e5 UAnalyst
9 X7 q% h7 ]5 M6 A# V/ }Annual effective yield 3 o3 C& c. h* ]. ]
Annual Maximum Payment Amount9 H4 n1 J5 I4 i+ _: A
Annual Minimum Payment Amount
* n1 V! T' }1 h* a& NAnnual report , f0 I2 e. A+ H' j
Annual Return# |/ k2 F$ L3 j3 R$ i
Annualize
3 L# T- {1 h% `* ]0 p. E" DAnnuitant 7 i, f1 i/ x T! T$ P+ h0 j1 d
Annuity
' Y& i+ d, f9 U( S8 pAppreciation
. b0 A! a# u; y. \) F" KAssets ! I" R6 w5 V0 m2 x$ h
Asset Mix " J8 s2 R" c1 J9 r! _; O7 \3 j
Asset allocation
" x( h, f6 W$ E/ N UAsset allocation fund ( z! a" s; H6 J5 {* A$ U
Asset classes
0 ^. H3 a+ e4 O# B' P8 k2 K, AAssisted Capital ) R2 \" J) B# h1 ~$ i1 J3 d! z% \
Automatic Conversion
7 ^ |5 R$ g+ n [Automatic reinvestment
* o9 V: `) j x# k% c3 }Average Annual Compound Rate of Return
# N/ J0 B+ S: {6 R! S: hAverage Cost per Unit/Share A& `" t: z1 j/ G2 u
Average maturity& N2 A: H% y" j5 H
Back-end load
R) D$ N) g3 T' L4 B# j5 D, |Balanced fund
0 X% J& S, u( L* K9 o' o8 T1 eBalance sheet - S1 a5 q8 s' d% h. D3 U' {# {6 o
Bank rate
4 v, Z, V' ~) O" KBasis Point
* _6 a) ~0 Y) `Bear market7 H1 @6 a5 D2 V$ a
Beneficiary
8 R5 { m: c+ a0 g* `. K: LBeta
7 `* N0 z( a2 TBlue Chip
% [. c! p+ e- \$ ?: E% GBond
* w2 |9 ^5 Q% Q( M( \3 }' g& C% T2 CBond fund
: B% ~1 w1 E/ H# D' r! G$ uBook value
: V% I5 {- z3 z. rBottom-up investing , S, d. l( m7 q( h2 C$ k6 N
Broker
5 i1 i3 |+ C, k# _) g( r$ x% JBull market
% _+ }* ~* X: n6 S( q; @- K' }Capital * A7 o# M# Y- s: g
Capital Gains% U; N1 } B7 p! H) V% X, A
Capital loss 9 {' }( o, R7 ?) G2 g$ P+ U, X
Closed-end fund - H# C X, d( v5 Y! l) ~0 _5 E( F, e
Compounding ' n" O, h6 u+ X
Currency Risk 3 n! {$ O% w6 Q/ \" G( U9 ~$ i
Current yield
. J0 u2 I8 J* I; m5 CCustodian
' Y, I3 f! x& ^) P HDebenture' H; Z; s5 x* ?% h" w5 [
Debt- }- x- j! Q. D
Deferral0 v; x1 n0 @; n/ F9 i
Defined benefit pension plan
C- X3 q9 k1 {1 I* S+ w9 y1 \Defined contribution pension plan( {, I8 S0 T K H
Discount6 h; I8 Y0 h3 g, R
Discounted Pricing for Large Accounts
4 c- C: _& a: u0 fDistribution History
, }! D: B' t6 EDistributions
' `' O4 P8 L6 o7 YDiversification
6 W1 R- H$ l5 w8 i3 e/ lDividend7 k0 @% D' ]1 D3 _2 b
Dividend fund
2 F. ^! W4 s7 z6 ZDividend tax credit, d: e& I+ i" }" l' l" a
Dollar-cost averaging
8 ?8 l/ Y; Q3 t, [4 N+ vDow Jones Industrial Average (DJIA)5 D. d1 t0 h( G3 L
Downside Volatility
B, u; `5 [4 U/ T7 ODPSP (Deferred Profit Sharing Plan)
9 L4 e3 N3 \' u; D( SEarnings estimates( m' \2 U0 l; r
Earnings Per Share9 ~7 }! N8 E7 `5 Z1 `
Earnings statement0 E/ i: Z$ @+ D: g# p( q
Educational Assistance Payment (EAP)
8 t- w) p1 @! \# xEducation Savings Plan9 c; l, W6 Y- Q' i5 E- |+ @
Emerging Markets$ \: J$ }4 b2 a1 p% N5 R& z
Equities (Stocks) % C! P* C5 R/ N( L2 x: |
Equity fund
, A6 Y9 f8 v( q3 R9 rFair market value
1 k! Y1 @& p! D/ A6 m2 j/ }; N) _6 w7 FFamily RESP
: { _6 R1 L7 i7 ^. n; WFixed-Income Securities4 P1 Z0 `' \! J* {7 K) t
Front-end load; S# V: m6 u6 a; j& J# W3 E) c
Fundamental analysis$ E( ?1 {! ?7 K. l7 V
Fund Number& _7 t1 J6 I$ S5 ~+ l
Futures, ^' J! x/ L) H3 H
GARP+ N2 d' y! b2 i
Grant Contribution Room
; K. C! T: P6 b3 h. {Group RESP
% {& x J7 ?# u" ?# ?Growth funds
/ P7 a: z! N# f$ |Hedge0 f t0 l6 l2 s: _
HRDC
( Y6 d1 f$ D5 ~8 |0 d) v* g5 C7 \Hurdle Rate+ F4 J/ c' ]7 T9 Z$ [
Income Distribution
. J' K* p4 P# i1 lIncome funds ( b& F& z) N" L$ [
Index
! p6 R: R7 O' n+ QIndex fund; a$ \3 S" l( x+ x% \# Y( w
Inflation
- t' `+ [4 ~, N0 M; k/ oInformation Ratio
U( J- W& E2 c6 {6 n0 e* }% hInterest 2 l, i0 N8 q9 v) n; M3 S4 L
International fund8 _% }0 C7 h9 T/ y3 T
Investment advisor! ^2 O0 `& J3 d
Investment Funds Institute of Canada (IFIC)
' k+ d, n# ~4 f& y5 G3 fLeveraging
& F, ^& f" E" Y0 P9 g }( q7 {Liquid
9 k6 u( Q0 J# `$ r" R# S Z* iLoad 4 c, T8 } o8 M* O4 N
Long Term Bond: i% I* M6 D4 ]& C @
Low Load (LL) sales option
9 x; L2 W9 D. b9 ]2 n, dManagement expense ratio+ V, n0 c* P3 L$ ^0 V) ~$ @
Management Fee. C& z) I/ [3 n1 T* O. x& W9 Z
Market Value of a Mutual Fund
) M, G% G7 }3 L2 vMaturity3 l) H! p6 v) `: W% j8 r/ k
Mid-cap' ^7 O& y2 F8 {$ u7 Q8 _
Money market fund
. }+ \; P7 I: k3 k3 d; K; f4 _Money Market Instruments
( C( w2 q+ a. MMoving Averages
1 y: q! Y, _! ^" V9 A- OMutual Fund P4 J/ z3 x: H" ]) }- y+ F \7 U
NASDAQ
[" O+ C6 C! [NAVPU; x: [4 K/ m& q5 n; ?/ w* P8 o
Net Asset Value7 o5 l8 t8 n1 w6 L5 k: t
No Load
( }, s- `0 }/ d; g T0 i2 SOpen-end fund
7 J& X& V8 V9 jOptions( \1 N4 D5 W6 T
Pension plan
5 N' P6 h* `6 `2 @Pension adjustment
1 w: i, g7 S7 t: e1 _* C5 ?" NPortfolio4 c- w" t0 w# T& _4 t1 t
PortfolioPro! m t7 X5 ?, g3 Q% S2 O
Post Secondary Education Payment% @1 W0 U. }! x; u
Promoter6 S: {4 m+ l! h2 M0 M$ f
Premium
0 d/ \3 w' r: G0 a0 V4 cPrice-Earnings Ratio: u) M1 u: m3 a
Principal
m0 T! z) U+ zProspectus `, _# i; h1 F. X" m9 ?
Quartile Ranking& b: V9 s- t8 ~; ~3 S
Registered Education Savings Plan (RESP): O; A2 L* f) ~; z+ m Q1 M1 [% B1 U
RRIF (Registered Retirement Income Fund)
; y/ T) x; U1 y9 X5 lRRSP (Registered Retirement Savings Plan)
$ f6 f$ g, |# m3 j- W, JRecession2 }! y7 x/ K: P+ x# m/ I1 r$ y6 N
Relative Volatility; B4 R: N2 V% ^- T
Return" a5 N) ]' P/ B$ v
Risk
1 H5 t- S# ^ i- Q/ p5 X, x% Y7 kRussell 2000 Index 8 d+ A4 i( l: T- f
R-squared
m* o+ p' c( }% [6 A$ FSales charge
& H, Q, z% ]* p: lSector Fund
$ v7 _8 \; H) }! u$ Z xSecurities
" Z7 l) U, p. e/ P- ^Securities Act* d, A) R1 \" _
Sharpe Ratio% r9 o) r9 m C1 @7 [
Simplified prospectus
2 W6 o( C8 n( a! v. I! mSortino Ratio
; }# }/ ~- }4 c( ~7 [+ ~1 oSpecialty fund5 ^2 y" }; b3 U. l' p
Standard and Poors 500 (S&P 500)
' |* T& P, o; s8 M4 ~; PStandard Deviation
$ b4 j; ]" x0 `0 x% z4 TSubscriber5 ]6 r9 `3 A0 h0 z& L% l! L$ q
Tax credit
3 Z) w9 s7 T+ I5 R. PTax deduction9 S/ s# Q& A2 L
Top Holdings2 N% m M2 p; {) p9 x7 o
Top-down investing
3 Q- Q" x9 o7 R- U; E" KTransfer Fee
# k9 Q3 I; d, o+ VTreasury bills (T-bills)
3 z" ?9 M* R3 p3 h5 O( p4 P4 dTrust
9 I- t8 g/ }7 ^, Q JTrustee4 s: v% W, m3 x# L
Turnover ratio - e" e( ?: N: E" R4 L; K y" P& y
Unassisted Capital) m4 L$ x" U9 G1 O. X" g; d1 w
Underwriter) m2 o4 p) T1 H. ^' B8 [9 Z3 G
Unit trust! G2 Y) Y8 S( h0 z: a- `
Value funds
$ L4 C/ l4 _7 R' T9 u/ MVesting
& w1 J/ f8 ]! iVolatility
1 z, T( J. j, \9 U/ v6 CVolume 1 K6 ~: L1 @; ~: a/ C
Warrant
7 S: w1 z" C; m) `, M* gYield8 J, T" }4 b" A8 l% c
Yield curve/ W/ D% S+ b' E, p
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
