 鲜花( 0)  鸡蛋( 0)
|
Account Type" @' H) g# E& L' n
Accrued interest
. y& n# G6 t2 x& K C6 \: fAccumulation
0 u; Q3 [' x* BAccumulation plan
. `4 P0 C9 c. S9 \( t* QActive management
( E5 U3 ]* Q' q b o- N6 p6 oAggressive growth fund
, B" ?6 h4 E. E. P/ W' J; _Alpha$ b$ m$ }% q' k( B: j [
Amount recognized # Q& @+ ~* ^- r. C
Analyst 6 Y0 X1 ] D3 `! Z6 b+ `/ }
Annual effective yield
; h7 ^' b+ Y- B/ X$ X7 {, nAnnual Maximum Payment Amount8 e2 h- d5 G3 w+ l% l
Annual Minimum Payment Amount ' L% N' B' ?: `. F: p% I
Annual report . @0 F% e+ b ~# k5 g+ y5 J
Annual Return
W% V1 X' ?1 d8 SAnnualize 0 ?1 G: A. z$ ]" H4 R# n
Annuitant
! v" P8 k% }; x1 ^Annuity , s. m0 F6 L& P3 T( ]
Appreciation! q6 r$ u- Z+ |: O/ R0 Z
Assets ~0 L- K2 z- S7 c3 N
Asset Mix
& Q2 {& y% W& o1 oAsset allocation
0 B1 s+ c8 |, B, E& zAsset allocation fund
3 C S5 g/ J @Asset classes
4 k2 o( R* X- y/ d& r; t5 ]; I4 eAssisted Capital
+ E* I+ @+ E4 p* C) k: pAutomatic Conversion " ~ h, ^ L! e: a' H X [: d, {9 j
Automatic reinvestment- e0 i! K3 r, J0 `5 S1 k
Average Annual Compound Rate of Return
+ z" F1 h& K% e) D: IAverage Cost per Unit/Share* m; s% h/ ?- W' l. \1 d
Average maturity
8 L1 d3 x, {0 g' mBack-end load
. d( ]3 ]0 A$ gBalanced fund # ^% t' ^+ _. V3 h
Balance sheet
8 o" C1 ?; o) ]- n$ ^Bank rate- Q+ O; r1 r5 W p
Basis Point " G* q* h! t# ]# Z. u, d/ d
Bear market- Y5 I* N+ a4 j q
Beneficiary 9 t# l+ Y: n7 K( U" e1 {
Beta/ O+ v6 d: j a! L, a. F' W$ d
Blue Chip
7 ~. U N+ C" @- {2 _. n7 w* uBond
0 Y7 Z0 P: o6 ?/ z+ i: aBond fund 5 S1 F, c5 ]7 ], H2 W
Book value ; j( }- p/ x/ [4 Q6 @- A. @# l
Bottom-up investing 7 z/ O" A1 w8 r& y( @
Broker! U6 u& ?4 @' {% E
Bull market
+ O7 I( q3 W6 ^4 SCapital
! X5 G: p' X$ y1 v. B' dCapital Gains( g5 k* B9 r) ?% i* r
Capital loss
3 w0 I2 d0 w. A8 f! u* _( o" }Closed-end fund / P7 _. X6 a" j% [
Compounding
4 M/ Z" D, J( x4 @: o# C6 dCurrency Risk % ^* g( U- J" x i+ b# y! _- ^
Current yield / @( L! _0 r& |& s& A, ^
Custodian 6 |/ w& S. S; l) R, I
Debenture- H. r0 c" D+ [, m$ s2 I4 v
Debt- D- R. `9 a+ R3 K* P: s' f
Deferral: Z" V. a: u' J E1 [ v
Defined benefit pension plan" `& q2 W5 U- o
Defined contribution pension plan
1 T/ Y; q- }& E: d0 pDiscount7 O* h9 D$ ], v8 Y7 F: k/ n2 `8 ?
Discounted Pricing for Large Accounts
* X7 ^* b( @6 K2 ~5 l% {' lDistribution History% ^2 Q5 L2 ]1 u8 T
Distributions
/ `. P( e% V1 W- bDiversification0 K5 Y. f5 X: q/ l$ B7 l
Dividend
" x, d0 q3 {& b; Z8 NDividend fund8 d0 x: `- k; N
Dividend tax credit
, ?- C: o) F8 y. t# I1 ]& YDollar-cost averaging
* |8 O6 n' C: x; xDow Jones Industrial Average (DJIA)+ U2 e* G0 {, N. V
Downside Volatility
: W8 A' M; g: t/ XDPSP (Deferred Profit Sharing Plan)
& _/ {( z$ U ]# G: W. SEarnings estimates
* K( R' f/ |# [: \( i% d7 C! s4 qEarnings Per Share, s3 L- M+ Y; S( I; E
Earnings statement% J# o- D. u' l6 [' P! n
Educational Assistance Payment (EAP)6 Z7 q- P; {+ S' b3 b' S
Education Savings Plan- ~' v/ n Y C2 ~) W3 j8 q* ^) d
Emerging Markets3 m/ |7 ?; F; @* M; K! Y# E
Equities (Stocks) 8 n0 e9 N3 P. ~! M* Y! N
Equity fund
8 n& R7 k8 u3 ?7 `3 }Fair market value
, m3 Z& ^+ U1 o( i* rFamily RESP }, r- {7 l+ g1 l/ x7 o+ E% O
Fixed-Income Securities* Y# H* o5 { g1 d) S* \
Front-end load
) M9 k" O: t/ g8 W2 kFundamental analysis" ?6 Z: {, N5 ]
Fund Number
" Q" ]# [+ }+ L0 |5 Q C2 ~Futures
2 M5 t: {! f) z* W* o/ BGARP
/ o' U* G3 P! d' a: AGrant Contribution Room# ^ R0 H5 s- \# t$ c+ r# k
Group RESP7 w* {' X5 P2 c9 ~; Y8 a" I) b
Growth funds
- k& t% q! g2 D8 S0 i8 T1 `' w O' h5 NHedge9 X7 T! K& W' p+ N' D
HRDC
$ K4 k% G* k) h, u3 w5 _Hurdle Rate
! a" k- N8 c0 RIncome Distribution/ l# r; v3 J9 F2 D4 `# }
Income funds
, o" y& K: H, L2 SIndex
7 [/ M3 i9 e1 t6 F8 A4 D6 p# tIndex fund
: l7 b# O: I* t9 A' k* N+ Z# |Inflation * p# Y& @8 T" H- a3 z) T+ b
Information Ratio - w+ ?+ z/ A F4 b0 f
Interest 0 U) g* _0 m7 f7 a8 f
International fund
h) N, D/ Y& aInvestment advisor
0 ?/ b% S1 U0 JInvestment Funds Institute of Canada (IFIC)
0 Q. @+ L1 U% \Leveraging
2 O% T1 e: w ]- z5 D% eLiquid 1 d8 W% r1 P O; }
Load # F, Q5 ?4 }/ o# ^/ @. I
Long Term Bond0 M4 b5 ?- Y0 x: ]! z& {1 r
Low Load (LL) sales option _0 d9 I) V( q! g- O* o
Management expense ratio$ g/ D% ?3 t" v+ n& l2 G- `' _& k& _1 n
Management Fee
$ K8 G3 l1 M- T7 p/ x9 q/ y0 LMarket Value of a Mutual Fund: Z* [" t, e8 m( @
Maturity
# Q" l" M" z0 l% i: l0 WMid-cap- l, d' i; ^5 E$ i8 V
Money market fund
2 ~' \- o0 r4 y1 \Money Market Instruments( P* R% X3 n6 o! G
Moving Averages$ P; V( ]1 p0 z. n; t
Mutual Fund
. M$ z6 Z. n+ @NASDAQ# D# A, h, z$ l G& Z6 k; M
NAVPU$ I) s2 ]# M* @" }" t
Net Asset Value# b4 a8 K( [ N% T2 g
No Load, Z8 q. p6 W: `' O' ~* ^! M
Open-end fund6 W. J: B) x& C6 X: {: ]0 W
Options" Y/ U4 z% x+ C) a8 G# T
Pension plan
{; G0 ]9 C, w* _Pension adjustment$ x1 P! v) x# h: B, e
Portfolio
0 k& V" i9 K! L# Z* f( u& b' L! mPortfolioPro
% i: n1 J; g: Q) ~' M9 N ^, _Post Secondary Education Payment
; `2 \* Z. F, H( s+ U$ HPromoter U1 M2 v$ a/ A: y! S& O
Premium+ U, `% J) F5 |8 P5 ?8 }. x
Price-Earnings Ratio& L( v1 W/ t6 U1 X: z
Principal
3 y( G! d- s% P5 y! Y# |% sProspectus
2 r2 `# w3 y. }4 I3 uQuartile Ranking p T% G/ [1 n: j
Registered Education Savings Plan (RESP)
7 s3 G( _3 q1 P0 j( n& }/ ~RRIF (Registered Retirement Income Fund) " F( A. v: E2 L4 z4 l& u6 I8 t
RRSP (Registered Retirement Savings Plan) ! ~4 S- I, \/ Y( F. V6 U
Recession
# W2 E( y% X: U' H* e3 eRelative Volatility' f5 D& q& T" X
Return6 P: L& E' W% V
Risk ( B3 _+ N" X6 K/ l5 ?
Russell 2000 Index
0 W0 D5 H8 d1 p8 m" g! F: ZR-squared
, x, E2 u3 S9 {1 _ ^4 w/ E) vSales charge1 x4 n0 Y, X$ ^! T
Sector Fund
+ F7 ^2 v* j- Z4 d) kSecurities
' L) z9 L( s3 h: Y" v' HSecurities Act' Y3 V- H" ^: b5 W2 [, a% M4 q8 v2 [
Sharpe Ratio
6 M" {5 b+ \- c T$ z3 d- sSimplified prospectus
1 S* I s$ I% W5 c* e+ N# ISortino Ratio- K& j- o8 @" g5 A3 c9 D
Specialty fund
/ m/ x, u, Z7 k4 ^+ e- [Standard and Poors 500 (S&P 500)" i7 s! p0 f8 s d* P4 X3 o/ h; l
Standard Deviation
; {1 x+ X+ r) @/ g: k; t6 bSubscriber9 s& w9 `9 `6 G. H
Tax credit
( I+ n1 P8 m+ P4 q9 c9 h, w) xTax deduction
# A) v, z% z0 [* [Top Holdings
" b& ?: e% @3 Z: c9 a% KTop-down investing( X2 Y$ t, ]0 s: K3 F
Transfer Fee
4 h- \1 \. k0 m$ E! uTreasury bills (T-bills) / s- _2 o- i/ s1 b+ \
Trust
+ }3 M/ Z& @$ p/ H0 O% {Trustee7 O. `: M+ K! J% O" y# {% u
Turnover ratio ( v5 }, r' `0 U* y F6 y* J
Unassisted Capital
* O# y/ I; t0 b+ c$ { s* _6 cUnderwriter
% _6 q7 v) K/ N" a$ H2 \) d2 x# @# HUnit trust0 I4 F \6 E$ `& D% l
Value funds + C0 N: R3 U* d7 Z, y2 Y8 {
Vesting
) T; U) \+ o! H3 ~( R4 |6 ], Y3 f3 n) iVolatility
! `4 y' j$ L" N. S) Q' d% jVolume ! d) s+ w$ @& y7 ]. q. l
Warrant% s' ]' ^+ D* w1 j7 T( o S5 y
Yield& q9 L. R5 t1 g7 ?6 z3 ?, K
Yield curve* T' h1 i, l" t& j9 A
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
