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Account Type
4 M$ O/ O# T8 B2 y: z: @: QAccrued interest# P! G; U. S/ h: X$ {& C6 z8 ` q2 P
Accumulation + T6 ^) Q9 i. y3 {
Accumulation plan& G9 Z) S! L, C# {' [
Active management+ d& g' g- h6 _# D7 u$ N
Aggressive growth fund 6 r1 j: k: l- V) B
Alpha
: \. X6 n: z# p3 J/ u0 ?Amount recognized
! R; R' `0 E/ w4 l$ WAnalyst
, f1 n+ x8 l7 j. o( X3 {- g$ ?7 ^Annual effective yield - p" G3 `( k) p3 q! i
Annual Maximum Payment Amount* L6 M0 f+ p$ s6 m# K
Annual Minimum Payment Amount 8 w2 u F6 f9 a' @
Annual report
$ m& W1 X6 Y) e1 ?3 _Annual Return2 {+ I4 ^$ a' G5 J2 @# A0 Y- `
Annualize " t- _7 k& w/ n+ c+ t1 R
Annuitant
. U' {0 ?8 j; G1 A& ~$ C4 qAnnuity 4 x* Q% Q6 U" w, a
Appreciation
( K% Z% |1 t7 w$ A0 tAssets
' v. T( g0 s& `% ZAsset Mix ; b0 \% Y$ M: E. U- S* {
Asset allocation
$ U: I; x$ k/ A6 y& fAsset allocation fund
- ? F1 i. T# i, ?$ \6 d- N7 eAsset classes . c7 K3 j" R* j" z5 R+ s; |5 i8 }3 b9 [
Assisted Capital
% B& w3 ^$ l, f g+ tAutomatic Conversion
9 p2 K% k& m8 V+ s ^Automatic reinvestment
: S, o! `4 E* B- W' t# F$ B# RAverage Annual Compound Rate of Return & c3 z2 @. z9 J6 G& p
Average Cost per Unit/Share( s9 z. s: i) I* m, _9 [) ?' |' q
Average maturity
8 d( k+ c4 M* p, `1 Q! ?Back-end load 1 i4 c% Y5 B6 c( b5 l C0 {/ [
Balanced fund 9 O, t8 c- t4 ] Z4 o
Balance sheet
' _) l. c, w/ b/ V+ uBank rate
' c" `( W( g6 ~7 L( a# D' b4 OBasis Point 6 g' F1 d: r" }! g' w
Bear market
6 ^7 D7 Y, V8 u# wBeneficiary
: M* k' N2 I" i8 `8 ?! {Beta
) f! e/ ~/ m- t. dBlue Chip
9 }# t6 N% G! `6 c/ pBond & \; t# A0 ]0 j5 U, |& g0 Y
Bond fund
; _9 q/ J9 ~) L+ oBook value & [* J5 H* D X! _# `
Bottom-up investing . Z7 y) v( h( h: [* P3 ~
Broker* m3 N! J- ]) B+ B/ @# l
Bull market/ a% B' E' T1 I. `
Capital
, `6 K! }1 [2 T, P( Z, d0 TCapital Gains5 E: \1 I. Z8 |3 u, j8 m. l
Capital loss ( K% L2 h" R* t6 {* ?8 P
Closed-end fund
N; c& G j# T8 [8 f$ O% P$ bCompounding
! n/ |! ~- V# J# w6 eCurrency Risk ! B: ~+ h7 ]8 v. }: k! J# S
Current yield
1 m- \0 ~( _$ j! q$ TCustodian
% P( t2 ~, u) F N1 ?; l( K! ~: Y( cDebenture' O- M0 E* P! c/ s2 Z2 S
Debt
4 R$ y- v3 s8 p7 V8 hDeferral; c9 q0 _3 z, O1 S. z
Defined benefit pension plan3 |; j9 H1 _* Q( D9 Y3 z1 c
Defined contribution pension plan0 Z+ ~+ r9 C! p0 W; R( K+ \) F
Discount
% v2 S# {5 y* X& s6 h8 }8 p# {5 ZDiscounted Pricing for Large Accounts m- t* Y8 V2 O" ~
Distribution History% C5 y! B0 r7 B: n) X5 `
Distributions
5 d7 m2 Z9 T- X) v5 CDiversification r. h, p0 j& t" b. s
Dividend
9 q) |4 w M* d" R: ZDividend fund
- C( d3 J0 ?9 y- f3 K5 E6 B1 n6 RDividend tax credit
6 T( J( H: v2 N8 y# a) GDollar-cost averaging; b6 E- J0 q& g
Dow Jones Industrial Average (DJIA)3 K5 v* h2 `9 |, d- b) p% ~' o
Downside Volatility
. ^" b8 s h! D$ l2 lDPSP (Deferred Profit Sharing Plan)
6 i: Z. {& L& o% u% M; A# GEarnings estimates2 ]; i& B% e: {+ X* K) n o
Earnings Per Share- _ {6 ` m* B- V/ N. x9 l$ R6 a
Earnings statement6 t! s* Q0 T! Q' |
Educational Assistance Payment (EAP)
$ f- n E% g wEducation Savings Plan
% s( Y; a) D- ?. l, \9 E; g2 REmerging Markets G( @, U, p1 {; f W7 P
Equities (Stocks) G7 e" [1 } E/ n4 @9 v4 s
Equity fund/ R; F7 b) k, V
Fair market value
" j3 R/ z/ g2 A+ n, ~: m0 qFamily RESP1 N. b) _4 I f6 z D9 T* f* u
Fixed-Income Securities
* r' M) O$ J$ s) T( oFront-end load: ^2 g$ `( J; q ], L
Fundamental analysis
( c; [$ i" [: ~; v; P+ W" vFund Number
9 d0 E( ]( R) h; H' zFutures# k" } w* p, O
GARP
0 p# R. K2 W" q; u7 k; S; FGrant Contribution Room
0 b/ Y5 b" J+ I, S# `Group RESP
v- y* i& _ l7 D8 X: D2 Z/ wGrowth funds " d4 g) x, Z% b8 }, ]0 K$ u- a+ q
Hedge0 ?) X1 t2 t; @7 C" ]9 ?) y
HRDC
( i+ U' ]6 W) Q3 O8 QHurdle Rate
3 Z; k. z" ~6 J* X$ P" F! x0 k2 D7 d+ vIncome Distribution
; o. ~! g5 Q) h3 h1 D# `; K: U; ^Income funds
3 r7 Y5 S3 R; u% H7 WIndex
& k* r' R7 e5 G. |4 h; A$ z4 UIndex fund1 A5 L" b$ [ W1 @/ h7 }; B
Inflation # U1 t5 T/ _6 B
Information Ratio " ]7 D6 }/ J7 ^5 P" {& m; b2 E; D
Interest 5 L& T( d5 J4 d0 w! [1 a0 N- k: o) y1 x
International fund
: F. `- A: x: L7 m4 w: x" d6 RInvestment advisor4 C: ?% e- E' I
Investment Funds Institute of Canada (IFIC) + S2 J: ~. H# m; n0 Q; I
Leveraging
3 x- s( z% e$ S+ JLiquid 2 u# e* j& F* V
Load 2 ]* K$ X. Q% ]% t7 B; e" q/ y
Long Term Bond
. h8 u% M2 t% x: M* mLow Load (LL) sales option. x X# g3 Y* \2 @0 y E
Management expense ratio
- e* z+ c9 P" Z n, p" cManagement Fee! c! ], }* S) @3 {, F. |7 b: t
Market Value of a Mutual Fund
! F& K- X! z9 l' mMaturity
: O! h% Y! a% L2 X3 GMid-cap
6 P- D# _$ k; [9 b- }Money market fund- m0 ~! j, B7 Y8 W3 r0 Y4 J$ b
Money Market Instruments* r/ K9 z9 i/ A) h' n9 [8 B
Moving Averages0 N! I* O7 v+ a: Y5 c& K$ D# G2 L
Mutual Fund9 G8 z4 S+ q2 O& c
NASDAQ. C s3 j3 ^& O
NAVPU
& w- r3 d* N& R# S9 m( i4 E; \Net Asset Value
- V! `! Y4 c6 LNo Load
" q4 s, Y1 Z% Y$ r0 l4 VOpen-end fund' @. |. s* j% L- f$ m6 m9 Y
Options
" Q/ U+ Z! S' S, }Pension plan
2 _( i# {( }8 J1 }; w& @Pension adjustment
4 k( E$ j, j3 A$ x& sPortfolio
8 |9 X% F$ ~# q6 G! I# {: cPortfolioPro) F( b4 L1 B) _1 G
Post Secondary Education Payment& @% w+ g9 G" j8 H, @* t
Promoter
! Z+ Q$ f: S6 w7 Y, ]- J& GPremium
5 e6 O& {' q1 i$ YPrice-Earnings Ratio
9 [4 p9 D: s- t# TPrincipal
1 b. ~4 K* e3 p L' V$ }Prospectus
, a* @' x6 f) b' s8 tQuartile Ranking( t1 i# }( N# v1 y% K7 Z0 P; u1 r
Registered Education Savings Plan (RESP)
0 o. N- z0 }. H0 f8 nRRIF (Registered Retirement Income Fund)
; D1 W! N. F$ n6 H' D9 }0 J/ |! @& RRRSP (Registered Retirement Savings Plan)
+ A0 Y& v% |8 b5 J0 ]! FRecession) i2 C& `- |4 H
Relative Volatility
. q4 ~' f8 q n) m& YReturn* H& {7 W& d% h- T, N
Risk
: ^# Q: G; ~6 [+ [Russell 2000 Index / X' u& [1 k N6 S7 E
R-squared+ C: k/ n$ x4 J6 _; x8 P1 }
Sales charge
7 {! b0 ]5 ^* u R; \+ |4 R5 aSector Fund : b& @9 X8 o% S
Securities( n% Z- ]1 x% b( F. E- {: q4 t' E9 k+ S
Securities Act# T# q# j% J! y e& \( |# Z8 {
Sharpe Ratio3 D0 ?9 F2 H: ~
Simplified prospectus8 u0 M* z2 k/ _+ k( r; A
Sortino Ratio2 A+ I: s! Y& }$ U3 Y
Specialty fund. |. o9 P: ^! Z
Standard and Poors 500 (S&P 500)
& g) W8 N) \( c! N) t: VStandard Deviation
, t$ Q# E6 y4 x; G6 @Subscriber
' C' V% H6 `2 \! z8 x' ATax credit& `6 x4 V, o$ C; J
Tax deduction
- c7 l- C N+ uTop Holdings4 C' s: Y7 Y) X' ?, b( S- ]7 C
Top-down investing
7 l$ c& z' F8 |7 n$ dTransfer Fee
, d o" d7 D/ o2 H- bTreasury bills (T-bills) * Y; s8 v3 v( S* S; b# k5 z+ T4 D% \
Trust , C# F* ^0 P/ n6 O: R7 X: _/ M% R
Trustee* F, x4 H1 O, W7 E
Turnover ratio
8 B+ \, O: @% q5 X" W( {) S9 g9 cUnassisted Capital
0 E) t3 u; e+ H; o# LUnderwriter
% i5 P' u+ q3 g9 g h) vUnit trust
. f& I) u& a& ] ]) z+ O3 iValue funds 9 B( U6 h* Y+ V
Vesting
1 o4 d- U6 z9 y8 {3 p5 ZVolatility
- |3 K2 h9 O: B6 R5 a, VVolume ; y, Y/ A- k( o
Warrant7 m) T% M7 V( }# y, @" R
Yield
( k1 T# }' b/ r( R7 j( F0 j5 k5 jYield curve
+ G7 X2 m! }" dYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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显身卡
发表于 2008-9-23 23:22
