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Account Type ~) g* j$ o- n
Accrued interest
0 g8 q! z3 y7 G, E- f, QAccumulation
# X$ w# V/ ~4 w" YAccumulation plan. e+ Y1 d2 K& k: ]# x$ }2 B) {
Active management `' J) m3 G' I& N7 [$ H
Aggressive growth fund + `+ T: ]* y9 Q2 e; z% a* d
Alpha% J/ r, A! }' s- b: y0 ?, U( _" v
Amount recognized
3 _- ]- y; D: }' u2 ZAnalyst
( x5 l4 f1 X) E! s+ CAnnual effective yield ! t) K" d4 w& P8 {5 Z1 S/ Q2 H7 ?6 h
Annual Maximum Payment Amount
5 M/ R: z5 G c! M0 KAnnual Minimum Payment Amount # g. |1 G( X6 ~5 k# m
Annual report + _8 \2 j4 I/ x8 z$ ?3 F
Annual Return" O9 A% X3 Z. i: ` u$ p$ u8 n
Annualize ' K& j6 t* I- q6 l
Annuitant % [6 t2 y# @* h* b5 _! e' u) s
Annuity
" w9 n8 E5 l. j/ g$ T. T2 CAppreciation
( \. `: f0 o0 y1 N% d1 F$ nAssets
# p" u3 F9 z, dAsset Mix
! V F- n. z! B6 G L0 TAsset allocation 9 T8 e# n: E2 ^; Q
Asset allocation fund 4 P a6 X, Z( P/ v% o c3 Y3 A
Asset classes 0 C/ b! ~. {) c) G* `. G; @
Assisted Capital
; m4 L+ j, b2 ?; E! \Automatic Conversion
. V7 k0 B4 Q$ y6 ~6 E% ]+ WAutomatic reinvestment0 S) U" ^! c7 b1 z) [. Q [+ S
Average Annual Compound Rate of Return ( q6 w! S/ J& G8 l; N& O, G
Average Cost per Unit/Share8 G' w2 a$ `; @$ b. ^; f8 c( X/ i, Z
Average maturity9 b f) Z/ _6 e5 C/ G2 G0 |/ d
Back-end load
' U* U4 a$ M" Q" ^$ g6 K; I+ z3 KBalanced fund * Z" F( J6 b% q& f, x1 z
Balance sheet 8 P h7 m8 O; y/ \
Bank rate0 u$ A. \- y+ M* d/ m4 j7 z1 d; E: L, U
Basis Point , Y. J. [) j- g j
Bear market# i0 x& J$ k6 { m" j" L0 m7 g5 @
Beneficiary + y; E8 S. l- S/ m8 \$ ?$ M1 j# m' \( R
Beta- \& T; T: R( B `
Blue Chip ' ~8 E9 ]8 {+ D# V
Bond
, ^7 R& x) E& p' J* I( e" _Bond fund
, e- ]# N% r% TBook value
, {0 q3 h l# e/ G; tBottom-up investing ( T+ f: d$ q; w/ d% `2 O7 n
Broker
; r' }# K- x) n& TBull market; N* Q( w5 n5 T# Y4 \$ e& n' j
Capital * f" H& ?% o8 \
Capital Gains! c/ K; [: l" M6 c& C: D& Z
Capital loss g9 A2 s# F3 ?, a, p2 h! {
Closed-end fund 9 a* B4 w4 f4 \, j1 D6 G. Z
Compounding
. N# l8 m i$ e2 j" _$ l iCurrency Risk * G+ S& y- E/ [0 m( ~1 ]
Current yield 9 p/ d8 B! V l. V1 V
Custodian + U8 a& t& O1 Q+ @9 v( H W
Debenture
" w* {" H) I/ e: o* m7 }9 g, Z, FDebt
& Q7 q# ^: h( X' cDeferral! j& {& @! i. N7 ^
Defined benefit pension plan
3 Y$ F* [8 a7 U6 J2 t( DDefined contribution pension plan
4 g) d3 U+ l$ j6 B5 uDiscount+ V3 B( A, e! [% s
Discounted Pricing for Large Accounts
' f5 W- `$ d* c# RDistribution History
, a5 O9 e$ L5 u1 ?Distributions
$ ]1 O7 z- {: v" U4 `8 S2 K2 CDiversification# z) ~$ }/ T$ T2 y4 Y
Dividend
1 K- s8 U( Y @- Z" hDividend fund4 S# n2 G" m+ k5 a2 {* u9 T# ?
Dividend tax credit/ Z6 b Y' c9 A, f1 G" b
Dollar-cost averaging
* @7 L! m& j. Y3 `5 L; KDow Jones Industrial Average (DJIA)/ Y! t7 {( V+ j, Q
Downside Volatility
! ^. D5 h ?/ g5 {+ _' \DPSP (Deferred Profit Sharing Plan)$ K# a' o# _ v6 ?- \2 K* W) n
Earnings estimates: n9 d1 B2 ~! b: n, P
Earnings Per Share# n' U" \# E/ v
Earnings statement
$ Z* g4 C( \& |! Z" H# k' IEducational Assistance Payment (EAP)
5 l8 j, F# X" _2 s0 Z/ D3 M: ^5 sEducation Savings Plan
3 L2 P7 W ^4 OEmerging Markets$ R; a7 k/ ^! Z. [: v+ u. u
Equities (Stocks)
8 I: B3 o/ ~( H4 ]Equity fund
( h( r' B" T ?- f& a3 w6 }# FFair market value1 T- c% r2 T% s1 W- \6 e% t7 C9 @
Family RESP8 t) l7 a a3 G8 R1 p
Fixed-Income Securities1 |/ g$ w. A: V- f. |
Front-end load
" R5 ~4 y( O7 R8 A q% z9 QFundamental analysis" D j" j" r ~, i& a( l* w
Fund Number6 G& l4 l. p! ?$ B0 z# u' ]
Futures
0 T' I* }2 a' T' ~: V+ xGARP
6 @, O9 b/ M- k. w! dGrant Contribution Room
+ C$ J# B: W1 d" ^, ^Group RESP9 x; O1 V% X" G0 q4 g. O
Growth funds 0 \# m6 i3 k+ f& M9 ~$ k) r& K
Hedge
" W% }- f/ s. m& ]HRDC: C0 @4 R s- n1 ]- h6 F
Hurdle Rate" i# S, S# q. G9 _8 k* @
Income Distribution! K% R b2 r0 f% x% ]0 L
Income funds ' S1 U8 a2 T7 C: v4 D
Index
; [2 N# l! z; O Q. zIndex fund ^' H9 f3 f& U' Z- D6 Z" b
Inflation
' T. l/ f8 o) {5 l) VInformation Ratio 3 ~9 `6 v Z w( F9 V1 V
Interest
8 X+ s5 X; O5 ^International fund, h6 y0 V- `2 A" ?' }) \
Investment advisor
2 B9 c4 M3 ~6 n6 @Investment Funds Institute of Canada (IFIC)
# @; K, }2 Z+ [: @, W; \Leveraging
# {- H2 ]0 A( _# c% d# E9 L* WLiquid , F1 D# [' l! e
Load 7 |% t7 v) o5 q; m3 u
Long Term Bond j& z* M; R- |/ t
Low Load (LL) sales option& V L7 k' S4 M1 _
Management expense ratio
0 }: E) \$ l8 a* M7 vManagement Fee- f2 u8 Z3 Z/ c+ K8 O
Market Value of a Mutual Fund. L0 f, C% n, N+ K& n; o, u2 Q
Maturity* k; e" p, a3 P7 F( O" \9 {1 \
Mid-cap
/ C# M$ E8 |& R$ }* A2 vMoney market fund
8 Q" h" b& N; TMoney Market Instruments ?" d/ M6 t: F9 B
Moving Averages* c7 O% e1 ?- C0 O3 u% b0 L
Mutual Fund' S5 C; T. n5 e) C0 s5 N& L
NASDAQ( u! G/ B K' Z- S) y/ Y$ ?
NAVPU; F2 L. v* _8 h7 a$ \
Net Asset Value- O3 |) }/ [) g8 x+ D
No Load
9 [. O( _; v6 xOpen-end fund4 u; ~2 L7 j/ U5 ], |4 Q0 \. t
Options. {' y- s) x7 z3 C8 F' R
Pension plan
, r) V* T( V4 q6 I6 i7 a! P. yPension adjustment
+ j' `7 U+ y/ t) Q$ a$ pPortfolio
/ u U8 g8 N+ }# mPortfolioPro
. F" e F6 g* y aPost Secondary Education Payment
4 `$ D: [' V# Q2 H/ QPromoter+ G1 X( P% V- ^/ a# r5 m& J4 l
Premium
$ ]* E! Z* w* }( F# R6 U* @Price-Earnings Ratio) ^5 _( D; W$ Z) N
Principal
6 b! m4 S# \. qProspectus% o2 Y/ J( c3 K' p0 [) K
Quartile Ranking' R9 k% _6 _ e0 ~% P
Registered Education Savings Plan (RESP)
6 {$ D$ o' }) c6 p0 ~RRIF (Registered Retirement Income Fund)
8 y& n2 p( D/ y* oRRSP (Registered Retirement Savings Plan)
3 E8 X( I6 u; P7 ~ }: URecession
& v4 U- c1 ? `/ ^1 p2 z5 nRelative Volatility
- d5 j6 ?1 ~; u. M/ b! L4 SReturn" I8 B- M5 l: @7 V5 f3 q2 J6 r
Risk
+ a i& g4 m4 v* m) z1 gRussell 2000 Index
1 B7 ~+ b0 o) m f0 @R-squared
4 r* B ?! f! V3 u) L2 k! ?Sales charge& F# B3 C2 e o7 M
Sector Fund
4 E' ^7 C$ o7 y4 CSecurities
. s+ b! _5 R( q) J) uSecurities Act
2 E9 \' k1 j$ I3 I! n- T, eSharpe Ratio
8 M: y) J F; j( {% A" MSimplified prospectus
( g! ]( Z/ N/ z) J/ B3 v; {Sortino Ratio" j) F' [0 A* L6 G) T" Y7 r
Specialty fund
: w" S5 N r1 Q" PStandard and Poors 500 (S&P 500)9 L+ F4 \5 ~- p! v$ u1 s9 |/ p, Z
Standard Deviation
$ G e) Y6 R% l2 b" J# `4 A& PSubscriber
! }$ O: J; X R( vTax credit3 W. y! n& P- I2 b, Q' _/ B# s
Tax deduction
& p, t% a( I3 P# N8 B# pTop Holdings2 |7 N5 i2 E. X3 c' Z7 E% p! `
Top-down investing% D5 o9 v! o) R/ g# a
Transfer Fee. t& A& x2 s! }2 |5 g/ I
Treasury bills (T-bills) ( z4 q2 {( n3 s" X
Trust
" H0 |- l; Y7 LTrustee
9 T; b) w3 V9 S! }Turnover ratio
9 ?( h, D0 K W# a, x% JUnassisted Capital
3 h3 G( w0 r8 ]Underwriter- |4 J" j: G9 i% X. A: q$ Q
Unit trust
* F6 L% ^) b# w& O, w' [Value funds & e M; n" j2 N7 h9 D( P4 y; H
Vesting
2 X% {2 Q$ r' p, H& v) F& }0 @6 cVolatility
* c) I% k+ r( o7 j! |Volume
0 Q) L: M& z n+ `* s: p& G0 I& ?Warrant' a5 o5 ` Y2 h( s/ P1 T
Yield* N6 D- J; v% P' S, n1 X4 Q
Yield curve
/ O+ E' x i2 k( I. z" p' IYield to maturity |
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发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
