 鲜花( 0)  鸡蛋( 0)
|
Account Type' D$ U1 l- |9 M7 j
Accrued interest
$ K/ h& U2 g5 G9 S) U5 QAccumulation : y* z( f" b2 S) Y5 ^
Accumulation plan: B5 b3 D; A. w9 b: t: p
Active management
& a9 x3 f* L# I" }; bAggressive growth fund ' {& c6 T& w1 r, W% k
Alpha' [) ~* D, {8 p3 Y# x
Amount recognized 8 ~) ^8 t! |! m4 B6 @: e
Analyst & N$ H3 ^4 _8 I+ o! S$ g5 R
Annual effective yield
+ p0 n! `4 d. O+ e9 mAnnual Maximum Payment Amount* C! k. ~* V8 l( {5 \
Annual Minimum Payment Amount
, Y8 Y/ w, n& O8 VAnnual report 9 L c# O0 p/ M* ^% K9 C
Annual Return" A4 n$ S0 _; v9 _" I8 O
Annualize
2 j' u; F+ \. N5 `2 M# [+ uAnnuitant
3 p- @0 V t8 A" O0 cAnnuity ) t3 w8 Z5 `- [+ F4 n
Appreciation
% l+ H# u) s9 W! Z* vAssets
+ H w* }- b. cAsset Mix
( [2 z9 [! Q8 w, }5 L0 M: Q5 J% LAsset allocation
4 ^& r2 ?6 a; y- B( hAsset allocation fund : M0 B. C" e! X1 L+ Z( r
Asset classes ) L$ v7 q8 K: H' Y, i
Assisted Capital g" b! p+ ~4 d& P( X) T) i1 k
Automatic Conversion : g" F4 Y" h h$ @' C
Automatic reinvestment" H6 ?3 e$ `* p0 `" X: z% ?
Average Annual Compound Rate of Return 1 I. |( Y+ @3 [/ t
Average Cost per Unit/Share4 ]5 ?; y$ K/ J/ S! g- `
Average maturity/ Y8 a( c. r/ ~" {6 v5 ]; I9 f
Back-end load
. s0 U N7 t, D! NBalanced fund
9 ]+ a9 F- {% t" mBalance sheet
* q8 a% ~/ T; W6 [, KBank rate
8 E1 C" B- x5 r u/ X7 PBasis Point
8 |1 B Y2 O f2 `) xBear market# S- S' y% v+ k: l5 X9 R
Beneficiary / H' @+ c; {" A
Beta8 U+ d& l, E! t6 L! k# Z+ L/ I
Blue Chip $ D7 O! E% S6 P" n! a' I/ R+ j! y& j
Bond
& J6 S5 s6 A9 D4 q4 f2 QBond fund 0 B8 L7 S) Y+ p/ u- l
Book value 5 Z8 P5 a' P- h4 R% ~
Bottom-up investing
' V' c8 l9 G- Z2 p5 Q. hBroker
( F# h! L' Q, M# U9 D4 {0 ~Bull market6 n% Q/ |6 b: ?- r% Z
Capital 5 @! F3 F- k7 i0 G/ S2 `, g
Capital Gains3 N# c( b R! ^, H% ~: x3 {5 u
Capital loss % V' I6 a) P* m6 L# J" I
Closed-end fund
/ X/ E9 k1 }+ G# h5 jCompounding - j& r, ]/ |) F+ `$ @8 m
Currency Risk
' @) P+ |: k0 j7 s0 o/ ACurrent yield " M& [) U5 M2 V9 n% q/ H R
Custodian $ e/ q* v8 b8 P, L
Debenture
. V/ D" Z* ]/ bDebt, X1 |# G5 A! Q
Deferral* g' P, j; ?/ X8 ~& _; w; \
Defined benefit pension plan& R$ r) U# f; m8 J1 N8 Q9 W) w: w/ L
Defined contribution pension plan
3 n) p4 x& L: i, F+ KDiscount4 ~+ j3 } Z4 [! V0 Y& ^0 S
Discounted Pricing for Large Accounts
3 y) W' T' u' c/ y7 r) e5 yDistribution History
6 C6 U1 B7 B& y/ q) O+ CDistributions
) f7 t' i0 [5 w7 i% z6 |' fDiversification
+ p3 C8 T2 F* j7 ~5 dDividend9 g. M7 z1 J' t7 O5 J' ~
Dividend fund0 `% W( l2 z% d& y( {2 B/ n' U4 A; Q4 E
Dividend tax credit7 s9 e2 n5 f+ }+ e, \- {$ y
Dollar-cost averaging# N; C4 I1 ^- u! |
Dow Jones Industrial Average (DJIA)% O) w, O) V e5 Q( g
Downside Volatility. u, S7 ? h- `- Q' `
DPSP (Deferred Profit Sharing Plan)
+ r% v4 D- `) H* kEarnings estimates
$ M6 l, U3 i* I# g) @Earnings Per Share
/ T/ N* T1 }) U8 }# O$ tEarnings statement5 J, m A0 h! P9 W/ s& I% F" m
Educational Assistance Payment (EAP)
0 C/ d+ \8 X; h1 I9 YEducation Savings Plan
8 ^7 c9 w, h+ KEmerging Markets E. @6 A8 }' W
Equities (Stocks)
' ^" L) j0 [; @2 u1 P+ xEquity fund3 s8 j! P" V" ?" X7 `% x
Fair market value
/ t: J) g2 ^& `! z! mFamily RESP7 x8 _' [: h$ I) [/ `9 F( j
Fixed-Income Securities
8 \% r1 f S8 T- Q/ o' `Front-end load
& k5 F8 V5 w6 G. qFundamental analysis+ s s: {) m" b
Fund Number
8 T i) k) ]: x" NFutures
, T) Y- p: S! `, J2 _+ dGARP
! f+ p: n L# q% hGrant Contribution Room5 s" t" [$ H: n$ Q% ?
Group RESP
. { x" N' |% @& lGrowth funds * G- I( V4 A: Q# q+ s. Y( s0 |
Hedge- c3 Y) q: i% ~( m
HRDC: \3 V f( S9 h8 {' G
Hurdle Rate
. q* k1 ~$ N3 X; v9 i7 |0 v' }) xIncome Distribution( t' W+ @5 x( C! k5 g) v# Y
Income funds 3 D6 p& H; V6 ?, u
Index
) m# ^1 s5 j3 cIndex fund0 ^% W. g% M4 p- Y
Inflation 8 Y3 R) J/ ^ [9 d6 _% o8 o+ o" M
Information Ratio
9 o1 U6 _/ d a t iInterest - S: l# o7 A) S: K$ S; m; j
International fund
& S$ @9 \7 ?: P$ b0 D1 L" k% EInvestment advisor; `% c$ z1 r$ m* J" I& v
Investment Funds Institute of Canada (IFIC) * [6 o% {8 H% ?7 W1 E$ j
Leveraging& u4 t) Z- \6 z u8 R. b$ t; h6 D
Liquid
+ D2 y2 ]6 Y9 b* |6 V2 o: L& a( X* aLoad
% w( e4 e3 E8 G5 N/ [& fLong Term Bond
# r% ?: _0 G: W: j0 |Low Load (LL) sales option
6 ~ R/ y$ R. G% |8 K6 `2 b0 H7 dManagement expense ratio
3 Q6 F3 J. H% x4 V% i' r) _Management Fee
/ C9 v( R& m5 N4 H. w( PMarket Value of a Mutual Fund" X6 V/ V' l8 v6 {* f0 M
Maturity
4 l/ g- ?, d: G4 e& e7 fMid-cap
, L8 A; L0 j! B3 n7 zMoney market fund* m2 |; C2 n! U6 }1 u
Money Market Instruments
4 I; h. x5 {! f; P, J8 WMoving Averages0 d' x# }6 |! R6 c z- h: `
Mutual Fund4 w, h$ A* c: y( e6 r/ `
NASDAQ9 q7 C0 G; r& T6 c, W8 i: u
NAVPU' b$ o7 W4 G4 X
Net Asset Value
" r0 T. h- q# M. L. V2 q9 B" P' p3 ~No Load
. j# t3 |4 A' H- c2 ~ |9 ROpen-end fund
9 h; {. V5 |8 \7 bOptions p( h, k# ?! I% M2 p* H$ U+ }9 j
Pension plan
4 s9 T1 I6 E4 x: s( _8 l: m2 }Pension adjustment% D% Q; m6 r( }6 J: |& V- Z& [
Portfolio
9 J! b; f, a7 M+ Y5 `- k! fPortfolioPro [. x3 q& v; Y% R
Post Secondary Education Payment; o p$ I# ^3 @& z- ]1 o
Promoter3 q; ?4 d; s0 O. i
Premium1 v' R+ c. x# H$ U+ l
Price-Earnings Ratio( e6 T1 _5 O. i+ T8 j8 N1 B B# |" _
Principal9 z! o7 z2 a7 T8 F
Prospectus
H# k6 A' P E/ ^2 q4 v! R# f% p ]Quartile Ranking% X2 \ ~8 D5 O
Registered Education Savings Plan (RESP)( S4 n4 s6 C! K9 a/ x6 y
RRIF (Registered Retirement Income Fund) - c: z3 M- E7 Q# Z# c2 E
RRSP (Registered Retirement Savings Plan)
' F& w G1 ]6 C3 S! z! g8 |6 v, `Recession
- r# a% B6 [- `Relative Volatility6 G' V6 M/ E6 R; s
Return
( W7 W2 Z+ a Q$ a4 ?, YRisk
* C# d L' j1 u! MRussell 2000 Index
7 ~1 L/ `- x% z: }- I8 I/ A& SR-squared
- [7 z9 n/ P! L" e3 x3 J+ iSales charge
, g( O, P8 t# K, m6 K0 b9 fSector Fund
$ \1 |; K1 g$ f2 T; [* h0 e3 QSecurities- T( n$ K$ n' z/ d5 F9 R* t
Securities Act
1 c9 m9 y' f4 K" V: s2 M! f+ CSharpe Ratio/ M8 H# D9 [2 N+ ^
Simplified prospectus
8 B5 a6 R6 p* DSortino Ratio
) Z7 E- i1 N: b' T. F9 m; \Specialty fund! ?2 r6 \6 z/ Z- o3 Y; d1 V* o
Standard and Poors 500 (S&P 500)8 v7 f/ U) a" b: o: @0 i2 H
Standard Deviation
8 ]# T* C$ U7 \6 m% | JSubscriber
' a. ^# z- G y0 h" xTax credit
: W) n8 [+ k j3 [$ u- WTax deduction
; H* g" R# z) eTop Holdings+ ?+ N* H& s& n* h4 L2 c
Top-down investing% S& C' [& N* N7 w
Transfer Fee1 g& ]1 y6 w$ x
Treasury bills (T-bills)
" c% @) n# `6 F; m. m QTrust ' F+ n0 O3 T. \& Q3 P
Trustee) m1 j6 y" g$ m
Turnover ratio
$ q v' P+ f5 v$ m; J3 B. K' XUnassisted Capital
, e( j3 |: d! \/ ~- x+ Q \Underwriter) r$ L6 p' T( O! t/ ?0 F5 C" ]
Unit trust
7 x( L0 j; V2 h8 _, p8 Y# u- uValue funds x! K9 ^4 o+ N# w+ ^# p2 Z
Vesting" e' K% N" j* E9 r. C; o
Volatility
: n2 N1 [& \* S$ q3 H) n6 xVolume
0 z- R0 u: u& k# sWarrant6 O+ M3 {1 E1 J
Yield
- C* f; M) X2 _, X# rYield curve
& w0 P$ k+ {: ?/ BYield 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
