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Account Type' i. u$ f. b F3 B8 G( \
Accrued interest7 o3 P' z- Y9 r" J+ \+ G/ e
Accumulation 1 K" |: w4 D# r* Z: B
Accumulation plan5 Z6 r+ ]; D \" O( p8 ]
Active management) [- z7 G% I- o
Aggressive growth fund
5 S; F( P- v9 K. DAlpha
6 v( p7 ~: T' B( l- l& TAmount recognized
: E: f3 P2 ?7 a1 N: ]2 x0 g- N* JAnalyst
% B6 y1 H( J9 v( CAnnual effective yield
9 L* g; d* ?0 WAnnual Maximum Payment Amount
1 h5 e; \8 T" @0 o# ~Annual Minimum Payment Amount 2 m7 s& L4 I/ s8 T5 Z, g T
Annual report * j) v! d) R/ b* W9 ?
Annual Return
+ A/ E; b2 w% uAnnualize
% {1 K4 Q5 m$ V9 x+ `Annuitant
7 p' b5 m G b! n5 X- LAnnuity . ?% [! x) z- J, o- U
Appreciation" \- h$ ]& W7 Q- C
Assets # @$ s: [' K. l5 E. g$ R
Asset Mix
% ~, x0 T5 d2 y# P$ ?Asset allocation # x! c6 q) @6 O: S2 a
Asset allocation fund
! U" W+ v5 E# y2 X- UAsset classes
" O5 Q$ y j; FAssisted Capital
) w/ O$ Z4 g& C; Q2 v" ^0 c9 G$ sAutomatic Conversion
2 }$ A5 K0 O" j* X0 e0 P6 SAutomatic reinvestment; f9 ?" D A$ A+ U% e& s& f
Average Annual Compound Rate of Return
3 |) v7 y! v3 H4 CAverage Cost per Unit/Share: V! J' A; i% b/ Y5 `& }; o
Average maturity% d3 l) G5 P# K6 m9 s8 n6 x% e
Back-end load 0 L, c& n8 j- N0 Z9 }& h) Q
Balanced fund
& X% d1 o, v4 O! {6 L& wBalance sheet
3 ?0 k2 Y4 E2 m) WBank rate# ~& b- `: w+ L p& ]" ]9 H
Basis Point # h4 D) K+ e, K l' `
Bear market
/ ?1 p# f. M' B1 L( s5 c+ I' _Beneficiary
$ \0 ]1 _& t4 m% u2 }; \6 cBeta; z5 H( {. A Q# L# Z& f" `+ L1 {
Blue Chip $ p# o% A# a& n5 R: `0 s+ ~0 c
Bond + Y$ J3 m( J' ?% z
Bond fund 6 K; E. _! Z6 T0 ~; Q5 ~
Book value ! C+ h( G# J+ Y& A) L+ l3 q
Bottom-up investing : Y1 `: v) b. h2 l2 g8 x4 w/ ^
Broker
) q% }& u) a. l* C. t( gBull market
1 B5 ~, p' F3 _: a$ M e8 l0 OCapital
' [" F8 D. D! \& i* ZCapital Gains
" v- @3 a L- PCapital loss ; i% I0 x1 n" z' x0 p
Closed-end fund # \! `+ l8 U6 l* `5 T6 t+ Z9 E
Compounding ! D# _, o5 w% L; I% M
Currency Risk
" w* [9 i2 A3 R7 TCurrent yield
% O6 O" K6 ?' Q/ l! wCustodian 3 y$ j* M( m0 _* m9 D
Debenture
7 k! U- B& H* p3 S5 t# ~: k+ SDebt# r" l9 f# ]5 l& l% ?
Deferral
) M4 I2 R' S9 x& A$ zDefined benefit pension plan5 B* R/ f5 U, x5 ~) C: T* f1 k4 B4 O
Defined contribution pension plan# U1 s2 \8 u6 I; Z: v
Discount, j) |3 Q. v) I, P
Discounted Pricing for Large Accounts
! R7 J% E; s5 b. |Distribution History* A! X( J* M4 a) d3 c! Q) r+ a4 ~
Distributions" @ z; D5 G+ ]1 K& x% F/ m& f
Diversification
+ z# U/ K, ~( r% tDividend {% w& O7 A& G
Dividend fund
' e% F9 Y7 b0 P ^! ?0 L+ u4 o/ q6 [Dividend tax credit2 u& Z: n/ D3 Y1 E' a/ F. P
Dollar-cost averaging
1 G* v: n$ V# `- k tDow Jones Industrial Average (DJIA)" O0 ~7 p! b- S
Downside Volatility Y) z. C+ L; J5 E1 c
DPSP (Deferred Profit Sharing Plan)
) E2 s/ B5 l% I! D4 f8 d/ p% Q- X# w' yEarnings estimates
1 l5 }( l1 p0 w6 d, oEarnings Per Share
- o; a* o+ S" j) _6 V$ A$ cEarnings statement ]. E: g1 x# h' u, b: X
Educational Assistance Payment (EAP)0 m/ P! X$ }1 K2 N+ L2 l& O
Education Savings Plan
- c! }, w1 }7 t$ D, m" g, lEmerging Markets+ ]$ v/ u6 U# K! i& K8 ^
Equities (Stocks)
) G( r6 ?9 ]" T! u+ l& x( AEquity fund: j+ R4 \7 C9 P) j
Fair market value
0 t& R4 K0 q5 w* CFamily RESP3 A6 X% p' x4 b. ^! d w% G" @. i
Fixed-Income Securities
$ x& {3 r5 C. x5 p; x n. Y' ]Front-end load. z/ u$ G) l( u: Z5 P- D. V i
Fundamental analysis
, S; U4 p& {) V7 ]/ o0 J9 g3 p- {5 BFund Number4 g0 ]7 j9 P. }, a
Futures
2 O# I" f* X' }9 b9 ZGARP
% G4 }. L0 T% G# cGrant Contribution Room) l; v. C7 p& J9 s8 _) V5 F: Q
Group RESP# Z6 S5 [/ u' I! ^, t
Growth funds
9 d" n& [0 G( ?3 O: CHedge
5 R) j g. K+ Y% Z: ?; [HRDC6 o2 e# Z0 C6 O( F
Hurdle Rate
7 i6 m5 `, @- S3 G& wIncome Distribution
7 e) c$ w/ j' L8 N! a# C mIncome funds ; m. D* o9 r+ s7 V/ Q6 A4 T
Index
, ]/ M$ q# V; E% aIndex fund: Q2 C" }! h7 l- R# u5 g8 p
Inflation * Y8 {/ w [0 x( }% A. S
Information Ratio - ]. h. I, [4 a1 B! l
Interest
& U; | U0 A8 UInternational fund. H6 o+ s" v0 {, w9 \4 Z
Investment advisor: k9 o& w4 ]/ E1 |4 s
Investment Funds Institute of Canada (IFIC)
. ?9 E0 \/ k4 d) p# s, C" ~Leveraging
; E$ d/ V5 g4 d5 V. ]5 ~Liquid
) t9 }5 t7 ^& Y: }$ B5 RLoad 9 `- C) W" ]' J5 J; G
Long Term Bond
0 [* }4 r8 t' u+ l9 FLow Load (LL) sales option9 p9 j1 u% ? ~- F8 t
Management expense ratio
+ Z9 M: L+ P* ]$ B7 g. ^7 s# eManagement Fee
, G8 _+ J) B* o9 m) D" |Market Value of a Mutual Fund# C0 f3 {/ ~& g( _2 Q
Maturity" o" w' [( H( i# G b3 d" F
Mid-cap
' B$ v5 e2 N( K/ U8 OMoney market fund0 a j$ h- @6 H' ?
Money Market Instruments) `; U" S& _0 p+ f0 q- {+ E
Moving Averages- P. g8 ]" p' d- G! w
Mutual Fund$ B5 s$ j z+ f6 j$ G
NASDAQ1 k S* R6 [' ^# Q
NAVPU; b2 J" M- J4 f
Net Asset Value
" y, Y/ i `! \+ G8 x* eNo Load* d% f3 z& i- @
Open-end fund
+ O7 F" a, d: i1 J! \( ]: uOptions& D# ~7 L, s/ \" {; `% W; {1 _
Pension plan* a8 `( d( W6 K' x5 _
Pension adjustment8 U* ~; S1 n9 V+ k0 L' M0 P& y
Portfolio* i9 c0 x! t# h! F
PortfolioPro5 e& B. F& Y8 r
Post Secondary Education Payment( a& z) O/ {. F0 q# m* y s
Promoter% B( |$ S6 {3 \. c5 v4 \% `5 _2 l
Premium) P! l- x' S) |3 k- z
Price-Earnings Ratio9 \6 h; Z7 V2 M
Principal N; x* A( H* S& l1 v; W c
Prospectus" |" J; d8 b/ O9 v
Quartile Ranking
! q, r# I! N% L, o; A0 \, dRegistered Education Savings Plan (RESP), t9 p9 `0 `' R8 w; ]
RRIF (Registered Retirement Income Fund)
5 {2 ?! E9 d* \, r A! f8 ^RRSP (Registered Retirement Savings Plan) * I% r3 ~! f. c1 c
Recession
6 n2 T$ k; e- c7 i+ |/ N/ f2 PRelative Volatility ]' B" {5 |$ e& d0 X/ Z
Return9 h W8 ~) y9 G3 \2 E, K) g
Risk
! u) S' a% ?! j% R" WRussell 2000 Index 5 L% Q( {1 [* y1 _
R-squared
% V; Q+ l k2 e& u" R) Q9 nSales charge) i' B+ \* V4 N! H
Sector Fund
/ M3 ~2 s7 |* M" ^. h1 W2 X7 O: ?1 VSecurities% s, Q; R7 }* z' D, y% Y% L% R
Securities Act% L* K2 o$ N7 O9 V% n6 S+ f. N1 [
Sharpe Ratio3 [# e4 o$ r7 F
Simplified prospectus
5 \2 J4 I. {# ?3 U% NSortino Ratio$ L* C3 g' w0 l& v
Specialty fund
; e7 l) g- a1 m1 d9 yStandard and Poors 500 (S&P 500)
% d g# X G% n( }6 SStandard Deviation
) Y) t4 b( _- R* k3 k( ySubscriber
- M) `" S- Y; l2 _( l; k6 yTax credit
$ D" f8 L$ `' ^7 M: t, U4 C6 ?Tax deduction
% x) y8 _7 W/ ~' QTop Holdings: o% y0 R' P8 L6 w& `. q
Top-down investing
0 i1 W, j5 Z) t% q! Q1 ^Transfer Fee
1 o! O7 N. H$ V5 ~9 h+ qTreasury bills (T-bills) - I" D: `$ \0 E9 f) |$ b- I% ?
Trust
# l5 v5 \. f5 d1 ~3 e: m/ TTrustee
1 F0 \( R, I- lTurnover ratio ( c7 N9 P+ g; }. K: p: c
Unassisted Capital; N" J/ R8 r. P- Y
Underwriter' S, u% ?7 }1 |: L+ U5 B
Unit trust
; v) O+ u" ~2 ]/ tValue funds % u4 B0 w' Z- l
Vesting
5 ?6 ]( o' @9 N' b HVolatility! Q9 {; k4 F8 @) v, ^
Volume
8 E( z$ K. e: U$ X2 @9 \# aWarrant2 I9 L k8 v) W* K g d4 o
Yield; y/ `9 {( r7 q5 C+ r1 l6 P" l# w: O
Yield curve
) l P: W' P; L" G" dYield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
