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Account Type
. |! B4 V) o/ I) dAccrued interest
( M5 o/ P! C o8 L9 Z3 UAccumulation 1 R. G, f. ~3 J! Z6 x3 j- y; y# p
Accumulation plan
0 F3 f6 }9 c& V2 o5 _7 m" U9 CActive management
& S3 _0 l8 [, I0 {# G0 jAggressive growth fund * J8 U6 o0 g( E
Alpha
: r3 f; E3 m, O+ Y8 z& a5 q% {5 r _Amount recognized - x* R! Q2 t0 i8 I9 H, j* z1 @
Analyst
% G! L# i% s' x1 o9 {" V8 j4 t2 v BAnnual effective yield + \! ?) C2 H5 b, G4 ?+ j4 J
Annual Maximum Payment Amount% S2 S2 l, q5 j+ L$ Q4 Y+ i
Annual Minimum Payment Amount
7 ~4 U3 E6 L) {1 ~* T q9 U! HAnnual report , j" l' U8 X0 m, b% k( g
Annual Return# P$ [8 K" i$ r6 I3 X/ `3 I
Annualize
- H T. ]$ J& L' C0 v) p; dAnnuitant ( ^# k) E* h. B- E5 u' |
Annuity 1 y3 h! {8 b) q2 t' N% W) M4 _
Appreciation8 u* ` @! e3 p) P+ [
Assets
# @, \* E# S! E: R* KAsset Mix 3 W. y2 ~, u: I% Q
Asset allocation $ S: G: i: `! o, P& `" Z! k
Asset allocation fund
/ T# v/ V" {8 A4 l$ lAsset classes , L9 P ^9 d% M' P- m: |1 o2 a; Q
Assisted Capital 4 ]' x; [: ]; Q3 y% B1 q
Automatic Conversion . a' _, ?- n2 ^- d
Automatic reinvestment [1 B% c& I q0 I$ }3 r3 X( M {
Average Annual Compound Rate of Return
! V* p7 e5 y! t4 s1 I! D8 NAverage Cost per Unit/Share4 l# j# I9 _' Q# {) S0 [- f/ n
Average maturity2 U$ w; x/ R0 Y: f
Back-end load 4 T9 H0 D% F# i7 h$ J! c
Balanced fund % s! T" e9 U/ T
Balance sheet 6 _. i3 S8 @& V+ [7 x$ M, ]
Bank rate
6 C9 z. f) P& T) s" ?" l0 @( `Basis Point / ~. S. Q9 ^* V! B: a6 o4 M
Bear market
7 c. J4 g( m$ G7 d' i+ mBeneficiary 2 l( }! B- S+ c
Beta
$ Y" z" d# Q; o& ^. qBlue Chip
+ S5 k4 v% G; P+ g/ x; ZBond
& }5 J" F- Q% l/ _8 aBond fund , J' D. j7 ?! C5 H ^5 u
Book value ! h, q w$ c1 J3 z
Bottom-up investing ; n" c0 A6 G! N$ Y
Broker
3 j4 m5 E/ V2 U) U9 W l, B, wBull market" [' t' G1 [! Y, k, `" c
Capital 7 ^3 a7 d: f1 x
Capital Gains! d, O9 ^3 V0 V. ]( Q
Capital loss 6 W. S$ C5 r6 J, I, m! t
Closed-end fund / I6 b T' z0 A u1 f/ ]
Compounding
; L+ S6 ^/ F. s ] nCurrency Risk 5 y4 Q i- M: N& J+ o
Current yield
5 d; `1 k z9 R) X( S( r TCustodian
3 l( p' z' F6 y) |) d2 rDebenture& `0 E9 Y. [3 W6 L
Debt
3 h! i8 c5 e% RDeferral5 ^. w7 Q; d$ d0 {; ?0 d
Defined benefit pension plan# X7 \: t4 x( g. B
Defined contribution pension plan' ~( J1 K! [" a. l
Discount- O7 E# Z: u0 k) p6 }
Discounted Pricing for Large Accounts1 U! z$ I1 K% ?$ V
Distribution History
! F) |( Z6 K' zDistributions
: G( y0 U' Q Z5 x C0 J' G$ CDiversification9 n- x5 q1 o% }/ K) p" [# Y7 Y) |6 k% j: e
Dividend, Z) j- P" a" g
Dividend fund4 l' T2 S: T+ ~+ P/ w9 q4 Q$ T6 O# u
Dividend tax credit9 a2 n8 F% E6 t( Q$ K. e! ~3 Q7 I7 K
Dollar-cost averaging
' S1 x4 M. I1 kDow Jones Industrial Average (DJIA)
6 p% s$ m6 ^& w% oDownside Volatility/ x6 x" N% T R
DPSP (Deferred Profit Sharing Plan)
2 ^' k8 d5 r4 e0 q$ kEarnings estimates
& }+ G9 m* L' bEarnings Per Share
( I/ p% g" D H& T" A) REarnings statement
! K. b! \! J6 \7 K6 `, vEducational Assistance Payment (EAP)1 f! O2 b" C8 L- b/ v
Education Savings Plan( A' w" i. ?* c: A
Emerging Markets! O& F8 ]4 }8 w2 ]7 v
Equities (Stocks)
. K! v% W* E; j L0 R" v1 pEquity fund) s; Q& { ]* E1 @
Fair market value
2 k/ e: J: [2 U6 lFamily RESP8 U8 d, y& Q% n L9 ~7 [
Fixed-Income Securities
9 I. M: J5 |2 p; `Front-end load% ~2 t; Q7 M3 C+ ?% x
Fundamental analysis
" o' W) H& X5 R9 g/ YFund Number, C1 Q( B0 H& {3 j
Futures
: F* V' _- a4 N; @- F7 o0 n. `GARP
, y; ~; D V3 u5 _5 W* A. m# HGrant Contribution Room
; ^3 a9 l7 c, s' O0 NGroup RESP
7 j. r; N2 |8 g( UGrowth funds - |2 F. h: s3 U0 V& d
Hedge) w( ~0 C4 T: u! P; b
HRDC
8 Z [8 f, x. Y# n) ? M& KHurdle Rate
; \3 E, C/ f4 O+ D aIncome Distribution+ _6 P( q2 K+ c; @2 }8 G' h
Income funds $ m/ f6 X1 K2 Y6 c' g: N0 U$ y
Index
, E9 K' y, h% X; @Index fund
( h$ l& B; v" U* iInflation : y4 O/ G3 G# U* L1 u6 j1 g
Information Ratio
9 S5 D9 M, g( hInterest - v7 Z' z4 B& h8 Y5 N5 d7 U
International fund2 o( P. \ x( u' P8 u
Investment advisor/ {4 U8 v# [# B. {& }
Investment Funds Institute of Canada (IFIC) 2 k. o- w0 p+ B: ] t
Leveraging
- n* i/ z% S# U- sLiquid & Z8 H, C; i( X6 z& V7 |( m
Load ; B' z- Y' \: f) G
Long Term Bond. v, R9 M! Y! w$ `/ M
Low Load (LL) sales option
1 w7 k& g* ?; n/ ^$ Q# t5 }) vManagement expense ratio
7 N5 s% {* ?4 E2 r" x8 b2 N+ LManagement Fee
1 O" L( C2 n# C' @4 yMarket Value of a Mutual Fund# I$ U. H0 v3 D3 m1 I8 o& J. `
Maturity
1 O7 n9 q: t$ zMid-cap
" D" R9 u$ h$ b0 ]$ N2 yMoney market fund
# w" O1 H7 n2 P9 \5 hMoney Market Instruments' [6 P; D! n- e# I
Moving Averages
/ x4 F% i7 m, y8 SMutual Fund$ s5 Z9 M0 W- ?; L
NASDAQ
. J6 y7 j# }6 _7 }. ^NAVPU
2 ?5 f# s8 R0 x, y" vNet Asset Value7 P- H) } K" G) j5 r
No Load
2 v. D% K& n2 O0 P& F1 tOpen-end fund% v" M7 h W* P
Options
# @) a1 _* u7 B1 J& \) a9 CPension plan
* r( D8 v5 `" i* j$ }5 L' [Pension adjustment9 A4 w' Z- N/ H C( P, Q
Portfolio
' V3 Y) ]: z/ k; w- {+ {+ g. `& }PortfolioPro
: @2 Q( R6 Q3 |Post Secondary Education Payment
n, M5 d# W9 b& o! I7 OPromoter
0 U4 G) c1 G" E/ lPremium$ J- r# S( S/ \9 o6 o9 ^1 A
Price-Earnings Ratio
9 Q% W3 v* O5 f3 sPrincipal# s& u- b0 O# a) y& d& F
Prospectus9 B5 I. y1 j; W. |
Quartile Ranking( s# M3 p' k t W$ {6 F: @3 A
Registered Education Savings Plan (RESP)
1 X: A4 k8 e2 d+ _RRIF (Registered Retirement Income Fund) " ` L( A P5 k* x+ s
RRSP (Registered Retirement Savings Plan)
9 `1 m$ Z* l! j2 K: S- PRecession* q4 s7 f+ ~7 {" W
Relative Volatility
4 ]8 b" A7 i T3 y2 \" z& Q1 s( b- S& LReturn+ p0 X- s8 i- p M, O" ~8 p
Risk
# x- c8 y, W8 I4 |, R" t+ \Russell 2000 Index
6 v* U9 c2 m! L4 d0 |5 ]R-squared' h! D5 U% B0 w! @1 |
Sales charge
( ^, t! n0 F4 N4 s& x3 `0 MSector Fund
. q; Q' M9 V& L" i) ^6 hSecurities* w; V; n- T1 Q. V0 s& ~ ~1 q
Securities Act! X1 F0 j0 i0 c# T( M
Sharpe Ratio2 s" O6 ]) t( r+ y* d
Simplified prospectus
- a: z& i3 T/ R+ \Sortino Ratio3 j8 t: Y; m8 J2 X1 N% ]8 Q
Specialty fund5 p& ?# }0 e, |4 n r, B
Standard and Poors 500 (S&P 500)
$ p- G& K$ [- _: S' W% HStandard Deviation 7 l7 j* O& @. @ i. I" V6 e
Subscriber
' k# Z, Q. l( I9 uTax credit
9 c; X# d! J5 ]3 m& tTax deduction
0 z$ n7 |% Z3 A$ GTop Holdings
; W4 Q9 J ?% V+ N, Q! G6 H2 T7 TTop-down investing& M; m- L x0 E0 E
Transfer Fee1 e3 n8 K) S; P- }
Treasury bills (T-bills) p6 z) g* y1 }) r4 [
Trust 5 g+ M% [3 v- y+ z
Trustee
$ u1 J9 M/ ?- DTurnover ratio
/ s! y/ m8 B4 r% [3 \6 P) t0 UUnassisted Capital* ^& J" J5 n$ I+ Q8 h: f' `
Underwriter, b# p6 b+ q5 x4 p
Unit trust
2 \# Y% ^# t4 I7 I* r4 U S" f" |Value funds
$ V4 {! _( W7 ]) o8 w! S0 ^Vesting
7 }0 ?4 a( \, w0 L9 g$ bVolatility6 l6 q- D+ w# B, p R) k, {% f
Volume " Q4 ]5 ?3 T c. W( N4 e1 a
Warrant3 e6 @) N2 K/ h7 E4 P; K
Yield
) x4 u1 T, u2 J' a/ JYield curve" r& e8 B3 \6 f5 ?
Yield to maturity |
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