 鲜花( 0)  鸡蛋( 0)
|
Account Type
* N/ b6 J$ Z. e$ v9 v) lAccrued interest
) |% [, y8 ^" h( rAccumulation
3 ^' }- w1 Y& ?; Q) ~; VAccumulation plan/ H- ^' G/ r y3 e
Active management$ D! H+ ^* F3 a$ q+ n
Aggressive growth fund
4 {( d1 k. P% jAlpha P" P! L, ^6 @/ v9 i
Amount recognized 3 x. X. `; |: Z: M( E- ?$ U
Analyst
; _. H* l; O( M0 |6 PAnnual effective yield
6 P& V; I" d3 N$ ]: E" wAnnual Maximum Payment Amount6 N# a" u+ F* u- L0 K
Annual Minimum Payment Amount # D |- S; o; h3 p- X- d
Annual report
- T, \5 j W. I' e- k4 xAnnual Return
% Z" q! r0 A- g+ v! aAnnualize
5 b3 T9 \! O# W* y$ AAnnuitant
1 I& Z, j. H. U( y0 g2 {( i% {Annuity ; u$ {& G* v. T) h2 O+ l; s5 g& ], H2 w
Appreciation/ s, \/ [+ d( d/ Y+ e0 s; F0 ~' K
Assets
* R8 I" B( n* vAsset Mix & j! b1 r* R# C/ r
Asset allocation m9 t, ~. R: _' f b5 i
Asset allocation fund
5 N! w* {9 A) |% w) O7 qAsset classes
3 F3 w* W. Z6 o0 Q [0 @ uAssisted Capital
3 z" D& V& }+ EAutomatic Conversion
3 {; I3 X. V; [# WAutomatic reinvestment5 K6 n4 H* E$ o U, \3 I' T9 B
Average Annual Compound Rate of Return
$ Q) @' L6 a: x" kAverage Cost per Unit/Share
, A% a Z9 q6 ?8 n5 sAverage maturity
' C2 \3 I9 n8 G6 E; h" F9 K2 u) S2 GBack-end load + G5 ?2 L% O1 M, ~3 e7 {
Balanced fund 8 M9 M0 B9 F4 i% T
Balance sheet , ]+ d1 b8 q, y
Bank rate
2 d& y/ }8 p" I! MBasis Point # Z- \3 }4 U0 a) P
Bear market1 V# g+ j, b2 N! J( F, c* U
Beneficiary ?" H- A( ^. K/ v1 b! T
Beta
1 P! }7 m7 S3 A% ~- pBlue Chip
i7 e( u2 b3 X; S* R; `( NBond
- L h9 \/ v: i$ z. O3 qBond fund 3 J0 U- V. s0 T" O2 f$ T2 g x
Book value
7 Q5 X) V3 ?5 ]- \; W) Z1 V; xBottom-up investing : O F" A* e0 u. T, w+ v4 l& G& G
Broker& L. R& v- m j: O$ a) {
Bull market
; \ [$ i- o6 M8 A9 F" rCapital
+ n# W) d1 V1 u! lCapital Gains% Z: G1 c& Z* l8 H/ K% l
Capital loss
- p3 f" r1 K$ T* |( x! JClosed-end fund
* j3 }/ V$ V6 s0 y7 `Compounding
8 H9 J) q( w- w- a. m1 [Currency Risk
/ L1 g& I, q" WCurrent yield
7 h$ e; z, w+ j t0 y5 qCustodian 4 A) U! h- C, r' {: X2 C$ G
Debenture
. O% j* x9 p. }+ A7 Z! ]" JDebt
# x" ^/ k4 B- h8 S1 {1 ?0 l0 ^Deferral `9 @. {1 i" |5 N
Defined benefit pension plan
5 p8 _5 z, E0 GDefined contribution pension plan
3 ~7 x2 \+ T. }8 U$ \Discount4 D+ r6 x+ D8 k- m% J
Discounted Pricing for Large Accounts
@, b; y+ I O+ }# `; NDistribution History5 h4 w- X: o+ ]+ W2 `; A6 ?
Distributions
% M! p) d; u$ F+ r2 s8 ~- eDiversification# k2 C( Z5 X( x. b* I/ o
Dividend% T0 E* A5 A ~0 U( ?
Dividend fund/ e4 f( g& c) d! ~. b2 u
Dividend tax credit' e" L% @8 _; R: Z0 p& K
Dollar-cost averaging
6 k& J5 X7 A0 S! `! QDow Jones Industrial Average (DJIA): r$ b) T' W' I. l. m
Downside Volatility w6 i) J* L" y5 u& ?1 ~0 M0 d
DPSP (Deferred Profit Sharing Plan)0 z) L" X/ ^# v. ]6 r0 B
Earnings estimates
3 d, \* z4 n. d7 i! mEarnings Per Share
2 f' f9 Y. B: k; j0 BEarnings statement
2 D& N" j% \ [/ i( q- CEducational Assistance Payment (EAP)
8 w$ H: s, j: {- ?* T- a) GEducation Savings Plan0 o& h) F! z6 ]
Emerging Markets% E9 f8 _/ ?# w- @! C
Equities (Stocks)
8 p l/ T7 j" f3 ~Equity fund$ N7 u, H1 u/ N& Z7 e. @& I
Fair market value
+ a. ^1 Q) W2 e( G) U' Y aFamily RESP; y- H4 h5 o( W# R# h
Fixed-Income Securities5 Z# y5 S6 i0 z3 V' v
Front-end load( Y' _3 O( {: c7 o3 u' y3 S
Fundamental analysis3 e& y- }$ l! x) h+ y5 n6 K
Fund Number$ g L* r8 p3 v& N# t
Futures" h# @# S4 R6 T* \+ t1 f, i: p
GARP4 n, A `% C$ k, b$ i1 i, N$ ]
Grant Contribution Room2 v5 |5 B4 B" f* @8 s
Group RESP3 ?) L% X& ~: F
Growth funds
2 j. u, Y5 G& ]Hedge% T' m0 B! r1 F: |7 E
HRDC# k$ G! ~1 l* Z9 I
Hurdle Rate
, P2 e. C/ n* M$ l% tIncome Distribution' r1 c2 f+ y5 j" Y5 q
Income funds
" x$ p5 g4 v# m- x3 E% J6 RIndex6 y$ X# P; O2 E" \/ K9 g
Index fund# @9 X: s( j/ w' O- K7 D2 K
Inflation 2 Q% M# _* q/ E, ~8 [) c
Information Ratio 1 i# `1 [ |8 M2 t
Interest
2 E4 m8 M. o7 z9 }! _6 U/ I; ]$ H5 ^International fund' n P, c1 W: Y
Investment advisor
. _, a. }7 K( L. B: g* hInvestment Funds Institute of Canada (IFIC) ( O7 y' B$ ]0 D, U
Leveraging
8 c, h) X' \: f; f. iLiquid
4 i4 u% H/ A# I/ b. b n2 K! X0 mLoad
5 s: ?6 F: s0 L" q7 x/ ~( e( dLong Term Bond
+ v2 ?8 K, \0 K+ E- ULow Load (LL) sales option0 H0 u5 s% n# d. C
Management expense ratio# t r' g; A6 T5 V; r3 a/ o
Management Fee" I6 B. j, s" f
Market Value of a Mutual Fund
& ^& A ^' w3 Q/ bMaturity
9 q- Y8 i+ E. _4 xMid-cap
4 ~" ?" ^" e, S0 F+ s8 V9 A7 B# ZMoney market fund4 t2 a& E8 n$ n/ I7 @' \
Money Market Instruments9 N9 i3 M4 \6 u
Moving Averages0 `# n$ p7 U9 a5 s+ [
Mutual Fund$ C. v" ~8 X! p6 N2 d% A
NASDAQ
% }) r+ `& Z" ~" y1 ^5 {NAVPU
. `* {7 e& ~0 R1 X9 PNet Asset Value& O1 h$ G7 {$ ~/ f+ ^+ m" G
No Load
( |6 f0 V; U7 _% rOpen-end fund' ]/ ^* J* C) o/ U
Options: [& q/ |' e0 j5 ?' G: X7 i/ X
Pension plan
: t8 ]8 z/ T4 x! q! jPension adjustment; ^" r; ?% p' h. I3 h
Portfolio; n; C% v+ d; R! D- K3 x
PortfolioPro6 ~ O5 K$ u! P* A* [
Post Secondary Education Payment
4 Y. Q# Q6 L) O3 R% x# R" ~Promoter6 m* V, g" I5 `. E4 W0 q
Premium
- ]5 a: V1 Q' A( Z4 x% m) C1 WPrice-Earnings Ratio, _* [# x7 l5 S2 W( U! n' ?- M
Principal
- N, \& b1 \ e, E ?7 T( @Prospectus
- k, _/ ~: _3 d, oQuartile Ranking
$ i- X" I: e2 h H; X8 X5 |( B6 l9 BRegistered Education Savings Plan (RESP)8 H( L, _# S* W0 V
RRIF (Registered Retirement Income Fund) ) l5 N! E- J3 T4 { ^
RRSP (Registered Retirement Savings Plan) 1 ~4 s/ t O) Y# U. b- u
Recession3 V" f% v$ N6 k6 _
Relative Volatility
6 ^" e5 k$ _- p" tReturn
' Q8 F$ M! a# J+ ?' E. Z G* c& k& _Risk , n2 g: P- Z9 M$ t2 ^/ b
Russell 2000 Index 6 N1 T& r- U7 U6 r& `1 L5 _5 F0 s
R-squared
3 J2 N' K6 f# C' k7 v8 @1 ^Sales charge9 m- L( V/ r5 {" x, s
Sector Fund
) `- r _& d6 h3 X* z e' KSecurities
5 Z+ l0 ^4 d( G [& z1 v f3 i+ }Securities Act
5 H f8 K. k1 z! n$ iSharpe Ratio5 u: |+ ^0 g$ \" |
Simplified prospectus* Q8 ~' W$ @2 Y3 T5 P: S) E/ U# J
Sortino Ratio% c/ X- s0 m, H* B4 V' j
Specialty fund. s. w5 W9 A2 M: t5 K/ b$ N; Q
Standard and Poors 500 (S&P 500)9 i; J% Q8 U! ?* w0 N
Standard Deviation # w4 m0 }1 d) w$ ^) o1 c
Subscriber
% I5 a0 U9 ]+ O7 x2 JTax credit9 p- J7 B7 J$ b5 R
Tax deduction
1 `" [. x- Y! iTop Holdings
X0 u8 F* m2 H5 f( i$ `6 OTop-down investing
; u) _! G! G) FTransfer Fee' P# O a0 x* T3 Y: a
Treasury bills (T-bills) 4 A0 G2 T: O' @
Trust 5 ^, ]3 a4 d( l, w! b
Trustee3 C9 J& z$ ~& v7 a3 l
Turnover ratio
) P* F. a' x+ Z$ Y. e! R+ g" OUnassisted Capital
, s+ d; f9 A' i3 O( H" _1 dUnderwriter
% ^* @! g" O, |3 O Y% W' ^Unit trust
; }4 @6 N2 Y: J- o7 Z4 @7 TValue funds 2 Y% E, w- u0 R |& @, H2 E, M$ K
Vesting
- t7 d: @( a1 z8 z" lVolatility: V% }$ X n6 P! |2 W) C0 u; M
Volume
) _* T. s+ T% IWarrant; k! ^: `* d6 X* j0 F0 V2 \' q! {- A
Yield& Q$ t% h& L# i; X
Yield curve
' A7 K9 _7 q, @Yield 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
