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Account Type6 G: N; V: v5 F+ y
Accrued interest% v$ W6 z+ ?' N% b5 K
Accumulation
/ }* k2 b, ?3 N- HAccumulation plan0 F4 n1 P5 c4 \1 M' i) z2 d
Active management
6 S" h3 T$ y- hAggressive growth fund
3 Q! j9 \2 t& L( `/ rAlpha4 z9 N1 @; h" H/ \9 ]1 Y2 G- x
Amount recognized ' c4 u+ Z& |& j# _1 C2 D$ }
Analyst
( ~ Y0 V* \( ] v4 FAnnual effective yield
5 u; n* j# g' l& O8 S8 MAnnual Maximum Payment Amount
4 E# Q, N6 @0 ^% }$ }Annual Minimum Payment Amount & ^ i. g! \6 q8 O
Annual report 1 t: \2 ^: `3 C8 b# k2 a! ?& J- m2 R
Annual Return% |0 Q9 R+ {% C# [7 T) O+ G
Annualize ! b3 X+ d3 ?. J& U- C
Annuitant + y9 D+ d% D9 F; G! }; t
Annuity 3 u8 R7 ~* B1 Y$ a1 r* J
Appreciation
9 _$ E. g7 I' K: i4 i) ]Assets
. l, {5 F1 e6 i. [! v7 R5 \Asset Mix
9 c4 {! x- |& W' u! C# DAsset allocation + K9 d- n* _+ ~
Asset allocation fund
% E: s7 y+ b' Y7 ]Asset classes
! T2 a" i& p) W' m4 ~, dAssisted Capital ) E9 a `, _8 }7 H" P* f$ r
Automatic Conversion
2 t" U9 E, u+ J; u8 Z1 BAutomatic reinvestment
! k, S# d, S/ ?! ]Average Annual Compound Rate of Return . _. ^9 P( _) D! e
Average Cost per Unit/Share
- W7 d% n5 l W4 _( h6 Q5 f" W# BAverage maturity
5 z8 r( ^% h* d% p4 F# V8 BBack-end load
# U) V, B9 d# m# u9 J2 LBalanced fund
/ x3 b. n! M3 h5 c0 uBalance sheet
* n( q0 I; l9 ABank rate
, h* V; I. r2 ~4 M/ u4 ?Basis Point ; q/ r9 X6 ^& |& H2 y e5 O
Bear market
0 M+ o, Q! o7 m: `Beneficiary
, p/ }9 D! V" g3 BBeta1 i2 B# ~ J3 F/ N* x% }
Blue Chip $ j; t) |5 Y/ _4 {
Bond
; c2 c# L2 ~9 k- }3 j {Bond fund
7 l9 z/ q) d) R) ABook value
4 w0 ? f' l" @& vBottom-up investing 0 m! h; `. B: ?. S% B( @8 I
Broker
y7 T$ U& b( }; T/ `& I+ r0 zBull market5 k8 R1 Z$ _) ^1 [+ B3 D! F+ m) w& ~( A
Capital
3 `- N/ @2 H& [% V/ v) ?4 XCapital Gains
1 |# Z$ S4 Q4 }$ L2 T8 j' DCapital loss ! C6 l: O& _2 A w
Closed-end fund
' q- s) N8 x, o1 H. p" [0 Q. n, WCompounding
2 K/ m& O) \, |Currency Risk
1 I$ P6 Y! |& ~ f1 HCurrent yield % l# o! O& g' `9 u+ o9 ]# f
Custodian
% u; d/ C( \; U% J P3 s0 i& u WDebenture
8 r8 \9 i) I/ T" eDebt+ R& \$ k) p, J7 X! @% e3 K
Deferral: }; J9 R V6 \8 T8 \; a0 w# ]
Defined benefit pension plan
9 s3 o' b v4 J3 XDefined contribution pension plan
$ k# F6 s( d1 t! N0 B7 t# e; cDiscount
% p4 C; x* v% C" q1 v2 VDiscounted Pricing for Large Accounts
0 I4 Y5 ]& H5 j1 |; YDistribution History& Y2 Y8 _8 Y2 O# r' [; U4 U+ y
Distributions
5 @9 _! _% `2 @4 z# A3 ZDiversification
4 L# h0 N- P3 T% Y. b3 l! {' uDividend" n/ x. D7 [+ j& E: X5 s5 H' Q
Dividend fund
3 c+ H' e- p+ i {* V0 e7 FDividend tax credit9 N; J" x7 T* F) s
Dollar-cost averaging5 ? k3 T+ h- C" y, ^9 b; U2 t
Dow Jones Industrial Average (DJIA)8 T6 E" k4 P$ C6 U' @. s; S
Downside Volatility
4 D' |# o. S# B0 n0 u& [/ gDPSP (Deferred Profit Sharing Plan)
2 E: B; j" i7 A9 M e$ eEarnings estimates+ b# `) r6 m* _( X! B* F0 Y3 @
Earnings Per Share
) c3 f( z5 C) z$ V. n. R1 I- UEarnings statement
' X4 [0 E8 \8 X) _& LEducational Assistance Payment (EAP)5 w: g& s" v, F: w! K1 z
Education Savings Plan8 N% E) h" l/ ~# ~) e) N4 u2 n7 i
Emerging Markets
2 y2 V6 l' J0 }' cEquities (Stocks) / I6 H( S) u, f+ R/ D6 D7 ?: B7 h9 _
Equity fund Z+ C% |! x/ U1 ^* U" w
Fair market value* x2 z, P0 Y% B# x0 C3 G9 i; U
Family RESP9 G6 H O' S+ ]
Fixed-Income Securities
7 m. c5 ~* `1 A5 GFront-end load
+ D9 ~3 E: w7 D: T" H9 SFundamental analysis
& R( `2 G* m/ q sFund Number2 M# f5 a* T* u0 ]/ p3 J
Futures
, V& j2 U( f! xGARP
: X: n5 R% W, V; V6 z; N# d0 w4 EGrant Contribution Room* C5 \+ z3 g1 o( N6 p8 B9 e! D- @
Group RESP1 J5 {$ Y4 B$ b; C6 h% e! |$ n
Growth funds
4 Z7 Q0 A6 Q- a7 X1 P$ n8 [Hedge
4 l+ J4 I- G6 k1 j6 s8 rHRDC: J% V; B; i) F7 c. J
Hurdle Rate5 s+ l9 [. M8 D9 e5 `
Income Distribution
4 P! L Q2 q- v" D7 uIncome funds
" T" N2 N% q3 i+ h5 b, jIndex
; c, r) ?& `/ k+ `) }4 BIndex fund
2 ^! _4 K" ^$ L4 w+ s& hInflation : @% b8 k! H( c5 R4 i6 N
Information Ratio
" O k* A0 h8 a$ g) yInterest
, W a: J3 T. [+ |International fund
$ i: r$ x% ]/ ? ^Investment advisor `- A4 L! P+ L& L# j& u
Investment Funds Institute of Canada (IFIC) ; p2 V; t, p) z% `
Leveraging8 k) R9 B" G+ D0 M; ^3 u
Liquid $ B2 d+ X- y* [- b" _! j3 ~7 j& D' l
Load
# e9 s# X3 i$ w8 wLong Term Bond
# v& R7 y% `1 |1 }& d3 ~Low Load (LL) sales option: N {8 b ^, {
Management expense ratio k1 W: l5 g* W3 J3 U1 J( s; m
Management Fee
" @: m# k m3 _, D7 J/ EMarket Value of a Mutual Fund; g% X) l$ F* _* v) u
Maturity
9 _" c& }3 u9 @. {4 g6 xMid-cap) w, M0 u: J- _% K8 Q& `( H I4 @
Money market fund4 t2 l, L# `* D% I$ ^& S$ [; z
Money Market Instruments
' M3 V4 a4 m6 @5 ^5 J2 CMoving Averages% V4 ]6 R& K) n3 c8 G! b9 z2 W
Mutual Fund
1 ]6 z1 {4 c0 q" M2 wNASDAQ
3 _) _+ B! ?6 hNAVPU0 M) W( D8 v* h
Net Asset Value8 I" Z6 ?. K' r
No Load
" {* _, }/ z9 a2 }4 M" gOpen-end fund
/ Q' {; S4 Q* k" ]0 F# u5 lOptions+ T) W9 J( a2 O( p6 O
Pension plan
* w1 W# L! {0 c4 |Pension adjustment
$ R0 f% Z4 O) @5 c3 Q4 |Portfolio
: M) f* H; `. |+ YPortfolioPro
4 h6 x7 M; I% a' [Post Secondary Education Payment
( J8 u3 C# j$ T9 x1 A/ lPromoter
# }8 P0 e+ t" M4 R) M: G2 sPremium" }7 a3 P& J; L6 N
Price-Earnings Ratio
2 H* U5 n, n! B4 HPrincipal5 V% D: \% ^% V7 Y' v: d( A, H
Prospectus
) Q/ H j) Y' WQuartile Ranking( f7 M' D Q1 V/ M1 v$ h
Registered Education Savings Plan (RESP)
: \- N& n" A" | k- MRRIF (Registered Retirement Income Fund) $ P/ n/ X4 L4 x9 ^" }# j
RRSP (Registered Retirement Savings Plan)
* W! K" t6 H9 x) Y- F& Y" [Recession
4 Z% N; R8 h8 R yRelative Volatility% _: }6 Y$ v# A) }" v2 [6 l1 V: o0 c% Z
Return l! N( e: a' @
Risk / \+ B6 z! P ~" b) ?
Russell 2000 Index
( q- y* e& i" f& u7 ^" o2 R2 NR-squared) h5 q9 X$ {" j/ g& f
Sales charge
( L" v' ~; h8 y4 A3 @Sector Fund
6 u7 Y" f M$ T6 Q0 W; B$ b* vSecurities! W4 _. V4 H B- R8 E) R
Securities Act
8 s7 l1 Z; b' ISharpe Ratio7 A1 b7 K: j7 S9 {2 ?
Simplified prospectus, t/ F4 o1 L# \
Sortino Ratio
# j$ \5 m4 i9 L& X) ^. ESpecialty fund# B3 u4 @, _2 ~9 Y/ i
Standard and Poors 500 (S&P 500)
5 u5 s+ Y& u0 F( bStandard Deviation # _; b6 b0 J) t2 C% B
Subscriber
/ w& R1 ^) o6 j- S, o% _' KTax credit+ [4 s- X7 w" s' G+ h4 y
Tax deduction
2 G: {- \. v: a8 ]% sTop Holdings. _0 e; g+ @# U: ^: |
Top-down investing6 `) l* h* D/ T: n
Transfer Fee
3 l6 V, [9 m6 ~. T- w' QTreasury bills (T-bills)
5 T' Z7 B B) X- C1 xTrust , J! \; z, ~& g# b
Trustee
" t9 v, A' e# n A) sTurnover ratio
2 d6 p6 A, c& R# ~0 _Unassisted Capital
( n( U( d/ e" T7 x) `Underwriter* T& W$ i8 C/ ]6 W
Unit trust* q( [8 h5 g. [
Value funds
6 I9 o& O3 Q# Q9 V+ g) `% Q6 b+ zVesting
; o* ]) P- r. t( l9 j8 h0 HVolatility& ~3 Y8 I3 U1 h3 n
Volume * U; |$ }' w% r
Warrant
' t- [: E4 \3 X. @Yield
" ?2 U6 H5 Y3 {* o/ ]Yield curve$ x( b' n8 s+ ]
Yield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
