 鲜花( 0)  鸡蛋( 0)
|
Account Type, K! m5 z+ A2 Q0 R p, R; Z, @
Accrued interest
0 N9 a* \: |1 N2 eAccumulation / S% L- C. s- s+ M. Y# U. W
Accumulation plan
0 p/ |* a+ r" L' f. aActive management
+ b( v+ u" ~! I0 OAggressive growth fund
) K0 N8 y# G; L1 ]. m! wAlpha
/ O( R" ? E3 n. LAmount recognized
. r) D3 G& [, A8 s* ]; v; JAnalyst 8 V* N2 F( w% V7 J% |7 @
Annual effective yield
) m3 _( ^0 ?! i: ?6 X, gAnnual Maximum Payment Amount
, `% i, q3 |5 u6 cAnnual Minimum Payment Amount
6 F0 T4 Y) ~" V( }7 OAnnual report 4 Y3 ]9 d- H5 w6 v5 q# q
Annual Return
6 ~( W5 Z l3 M5 |1 Q0 RAnnualize
. F+ |) v& i* Z% V' S' R( G3 |Annuitant
5 R# ]8 r/ z$ F; |+ _" W) wAnnuity + R6 B, u& }6 O: q
Appreciation
+ i' r; X! i8 O3 w! Q# o; AAssets
' K4 s3 ]9 A% H) j* P9 v7 UAsset Mix
7 b, n9 T* K* l4 z% ?/ y( \Asset allocation 0 R! P% F& X6 e# e. ?1 x
Asset allocation fund
* G0 O/ _' `' b" d0 \Asset classes
3 X& J+ [' P8 hAssisted Capital / y, u; ]# Y' k* A/ x
Automatic Conversion
2 L" N2 x; M4 @8 G/ sAutomatic reinvestment/ C+ v2 } X( R! i, c
Average Annual Compound Rate of Return * b1 X$ |: y, F7 q5 _/ R5 l. T) |
Average Cost per Unit/Share! w$ }# @/ ]. E9 [4 }
Average maturity3 q) G7 d) G7 a1 e* @5 f) v
Back-end load
( q: }0 P" e# H2 p9 I) L SBalanced fund
" |5 b% I, j8 n. V9 h; `8 zBalance sheet $ n8 h# E; S3 H0 p# [
Bank rate; O# z6 m% m W
Basis Point % F0 `1 L) Y0 z/ T0 W# i2 n1 C7 `
Bear market
* W! \) d z. h6 S0 sBeneficiary
& k) a d* [3 n! YBeta+ w w1 V) D' K4 z% j- {+ J: r
Blue Chip . b& ^* i. t X' M4 ~$ L0 v4 p3 y8 D
Bond
3 V7 T5 g( f' ~! P3 ]# [- f: CBond fund 4 h( e- Y1 g! S l
Book value
& G- b' n% d1 Q% `( Z3 wBottom-up investing
% g7 {: a: T: S: i7 @1 s/ RBroker+ X6 `" H+ D- z6 Z3 d9 Z `
Bull market
+ I4 w8 I, b( p+ H/ ]Capital
' E( F% T- E$ `7 M) x% MCapital Gains$ q2 E6 v1 z/ o7 i7 x" j4 m
Capital loss
8 q n8 S4 l3 @' W+ YClosed-end fund
3 {' T1 \( ]5 ECompounding ; m+ m& s3 S/ t% w( a5 a/ O
Currency Risk
' o/ `3 R3 A" [+ @Current yield
; e- k# d/ W* ~ jCustodian * H5 w( f# l h; H) }8 R
Debenture3 @' U% w" T; b. A; ?+ u1 _- X# k
Debt1 {0 Q: Z" \; m0 B& `
Deferral9 ?3 C* _4 U+ f4 M6 p; e1 f7 g
Defined benefit pension plan
9 t4 [! F6 I0 C2 yDefined contribution pension plan
/ d. P# N- n+ L+ S7 T9 R/ Z% \Discount, R, @3 \7 \( I# X3 G
Discounted Pricing for Large Accounts% J3 R9 b$ Z" c- w# o
Distribution History# A K D9 E0 ~7 K H! m( n9 O
Distributions
3 X5 Y4 \8 L4 R# s; {) `Diversification
3 x7 l( U. _8 O9 zDividend$ d! r& K2 ^) C; T0 l
Dividend fund
. W3 c- R* r) O$ s$ ~Dividend tax credit( w. R- u6 D$ v1 [+ v" u- S- D& x
Dollar-cost averaging
5 P- \& Y1 R+ T& HDow Jones Industrial Average (DJIA)
; t3 @; U* G; mDownside Volatility& t- J6 I* j! F
DPSP (Deferred Profit Sharing Plan)1 D8 _& d, t+ ]/ c( f0 {& t$ K
Earnings estimates' _( s2 r+ M7 a) z
Earnings Per Share0 y" N. [2 E* U( h
Earnings statement
2 c) G: M" i" W$ ?5 o$ Z; M* ]Educational Assistance Payment (EAP)
1 T9 \# K5 c y/ e9 H0 KEducation Savings Plan: _0 o4 k I" f5 H1 d
Emerging Markets
/ _, S* l, x# IEquities (Stocks)
8 i) \8 c! u3 ?9 kEquity fund
' E1 e8 ]5 S8 y1 N+ s% Q1 |Fair market value/ M* L4 D+ i* Y& A U% Q
Family RESP
. m' t0 u0 G" v0 R6 lFixed-Income Securities
- l4 s7 [8 Y' s3 L7 U$ a z3 i9 aFront-end load# N j+ ^* R4 l! g' ] p s
Fundamental analysis
; L2 w3 d/ f* L E3 n7 W+ Y/ WFund Number
% a; f6 o/ U1 D4 q' D& p5 [/ WFutures) |. t+ B4 n k5 P' ^- Y/ {% |3 ]
GARP
: J0 R, c% e4 H0 lGrant Contribution Room
: l& l, s3 ^6 h$ ?5 S& _Group RESP
" p+ j; D: {" `8 t& R( JGrowth funds
! \% l2 [. y9 Y* I% A' m. a, AHedge
; F2 ?# a7 {! j6 r% v. \) o$ @HRDC
1 l& N( `" D5 C& d8 H' q; W9 MHurdle Rate1 l8 D0 J9 H4 J! O
Income Distribution
$ V2 [( r4 i2 _0 X0 k: ?Income funds
! F. t! y" o0 }) CIndex
# Y2 J, @% j; i: C- `Index fund: |0 }! a) j" K& W- {1 C+ r/ e" h
Inflation
' f& i& l; F- C# L2 l, IInformation Ratio 1 g X$ H) o% Y H) I; u! k6 M
Interest ! v1 P9 k, Y0 U
International fund
1 p" K/ @0 V' uInvestment advisor& H& I, e# \, @# S
Investment Funds Institute of Canada (IFIC)
$ g$ g, Z+ O' L/ }( ILeveraging
2 p2 ?- J2 V" n) @- U/ c5 ]Liquid
. O1 W4 k q# t" KLoad ! w7 H+ L J+ V( A) Q" X' B4 A4 T
Long Term Bond
/ P$ ]& B r% d4 M \# F! M* ZLow Load (LL) sales option0 Z; O: I1 l. z* s" M' S5 s0 _
Management expense ratio' \/ i" N/ n0 v) f, A/ t z3 o+ R
Management Fee' N5 R/ N) a: v
Market Value of a Mutual Fund+ C6 Q: q0 w8 t: Y7 ]
Maturity
. ? S$ ]) ~3 H* BMid-cap
$ Y! X M& h! E2 |2 L; KMoney market fund% G1 v5 |5 I3 q
Money Market Instruments' m1 H5 V# ]; _8 j) g. m7 X2 q$ Y6 G3 s
Moving Averages1 |& z1 [0 |9 [& p- c! ]5 C
Mutual Fund7 C" i; _9 a8 o& ^
NASDAQ) L) k. b$ Z3 ]( z* f& a
NAVPU
0 s* D" q% T5 R; A# R; n1 dNet Asset Value
6 {9 v. @6 P3 x7 k" g( ^' |3 ENo Load: f% y3 `" u8 R
Open-end fund
7 H5 L3 X% R8 j. e& P1 `% mOptions. N$ m; f3 l5 ]. p( B& p1 E
Pension plan5 H% j1 o9 I2 T1 L C. ~1 ^
Pension adjustment
/ V# C& t! Y) X3 lPortfolio
9 i4 ~' h& n" H) J% Z! T7 X) {PortfolioPro! t1 h n# L% C" k; H) l
Post Secondary Education Payment* J8 l' V7 k6 k# ` Y3 n! T
Promoter
% S# y- C/ L# K3 E6 A+ ^Premium! g1 V# i- ^4 q% I, q/ B
Price-Earnings Ratio. n0 ]( ]7 O' A1 C
Principal
, y0 r" M/ v" X$ ]% c9 GProspectus0 P. Q& R/ Z. }$ r& n. ]1 X
Quartile Ranking
* i8 Q1 U* \2 I9 URegistered Education Savings Plan (RESP)
5 b8 J% [) M, Y2 xRRIF (Registered Retirement Income Fund)
0 ?# T0 s% ]- U" |, D8 U* |RRSP (Registered Retirement Savings Plan)
/ ]3 f& D8 K' ^# N- A' ]; V& Q/ qRecession8 G" L5 @, n% M. K! u3 ~- R
Relative Volatility6 D/ i+ ? D2 L! [: {
Return
# u0 g# B/ f! t9 q6 N4 m/ Y3 FRisk
8 _" X% e% ~2 YRussell 2000 Index 0 z3 z/ v- M+ v" F; M
R-squared, A: t# N# c# D. L% l
Sales charge( N. h y; `/ X4 i" Z2 f
Sector Fund
7 A3 {0 i% k$ [/ w s Z- HSecurities
! C. o) q, ]5 YSecurities Act
$ H! `/ L+ y8 ]# k4 JSharpe Ratio8 v; q U8 ~0 }. l
Simplified prospectus
( P7 {5 {% q( J9 O+ K% zSortino Ratio' r" z+ q2 d. v+ q2 C1 }& w
Specialty fund
- g0 A8 h7 c8 c( @Standard and Poors 500 (S&P 500)
/ m2 h6 V$ ?% g$ ?8 wStandard Deviation
- ^- R6 S; M% A. oSubscriber" t+ F3 N, ?4 l7 ^5 B" k) v
Tax credit$ W# I, ^$ @& j" y) }2 D9 b9 y, x
Tax deduction
+ P( `2 E$ o5 }4 a) M5 PTop Holdings
" M2 H' l% N2 Q; N6 s, u& W) x) jTop-down investing7 G% ` l8 o* D- M/ c
Transfer Fee* g7 X$ j9 G* Z3 U8 X' H
Treasury bills (T-bills)
9 s I+ c; ]/ x9 Z1 a5 _8 W8 x3 Y( kTrust
3 b* C8 x3 T3 PTrustee5 C7 t- J/ ]% ]- S/ N' ^4 z2 X
Turnover ratio ( H# F/ y5 C& e6 s* Q' W+ Q. Z; c
Unassisted Capital
8 ~& Z5 C& A0 ?& v$ m& U( H1 eUnderwriter
5 }2 u3 H' L& [0 ^" f: BUnit trust
* @* N0 J$ a: C S) hValue funds
, M/ C% l6 I) B- p$ sVesting
, _& ^# g3 ? @& AVolatility
, v( S! G4 l& {" e- L2 rVolume
4 S* f9 \3 G4 k0 d+ Q- E, rWarrant
/ @: ^; f1 P# Y/ G; \Yield
& h5 Q& g5 a5 YYield curve
7 }$ G8 p0 I: @% m1 oYield 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
