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Account Type5 N& x) I9 ^5 J/ G2 r
Accrued interest
) y1 q9 n# h5 w# }Accumulation
7 U6 o# Q+ N9 k8 b% w4 CAccumulation plan& {' g7 L L! |( A5 }) a& N9 b
Active management' n' P, c& @6 c4 Y3 ?7 R0 O
Aggressive growth fund
7 p4 i. ?1 U6 n: RAlpha% l4 X1 Z8 j, K2 C. ?6 w. J, B9 m
Amount recognized
. r, L, R, W, p0 u: S& jAnalyst
. L. U3 K* t6 M- @8 m, BAnnual effective yield + y7 P/ P! l, p+ c6 K3 V1 n+ y6 B
Annual Maximum Payment Amount
( g9 ~& e, N0 b) ?$ qAnnual Minimum Payment Amount
* t1 q4 Y+ `, K. v- CAnnual report
( U3 I8 \6 {- w* {8 @Annual Return7 [( m X/ ~& g& @: G
Annualize , {; ~- h- }" r
Annuitant
2 G9 _! T4 ~$ `; \, ^# ZAnnuity 5 y( \ F! S) ~# M, L
Appreciation+ o' m! r! F0 e* C- B# J) u
Assets % @! C6 g O! r1 ]0 e
Asset Mix
$ x1 n4 S8 z& o1 OAsset allocation
$ U. ~2 J3 B4 e& S0 dAsset allocation fund
& {7 P$ u9 V2 u5 n P/ EAsset classes [" E, \) V7 v# C7 A
Assisted Capital / u0 u1 @2 o F6 P1 l' m1 l
Automatic Conversion : L- k, d: ]0 ]9 J7 t) `4 _: }$ b' O
Automatic reinvestment; \# ^$ B1 a$ ?0 V+ a4 M/ z
Average Annual Compound Rate of Return 7 V; ]% m K6 b# J, T! l
Average Cost per Unit/Share1 q5 A1 A* c$ f3 }+ Q; a# L7 z; v
Average maturity
: I7 U5 m9 \8 E4 E/ r# `. OBack-end load % [7 j+ I$ L& S4 H8 L
Balanced fund , k- B, j# v* V9 ]7 j: |
Balance sheet + U2 U) `' J; `) k& J3 |
Bank rate
3 E3 g! `5 [7 F, [1 k% x* a, t& o2 N* gBasis Point 0 E2 g. b, C5 T) p9 B
Bear market) l/ \& N% q4 L3 G M% v: s2 X
Beneficiary
& z; N4 E8 t+ k9 Z/ eBeta
+ ]; h3 k1 d0 O* M; D$ s7 _% T7 JBlue Chip
. P* n6 T9 U% S6 }" zBond - `4 P+ H) g6 y
Bond fund
$ I7 P; E: x/ }1 x& ?/ s2 tBook value
, k4 U( P4 T0 G2 _$ q5 g. hBottom-up investing + [* @- f3 { M' m" V, K
Broker* f$ Z- r# O9 ~
Bull market5 Q0 E9 \0 b0 x' {1 [( @: ^8 E2 S9 c
Capital
l6 U/ F; d' l3 n( o4 T+ _' gCapital Gains
1 R* n. u: Z) ~! FCapital loss . R4 h/ X+ h i( I* [
Closed-end fund 2 A& a0 @9 Q! l7 I* Z, d
Compounding . Z' J K7 L5 g; q. O1 O
Currency Risk
& `% J# k1 w0 ]. c( D" T& Q( XCurrent yield
6 J5 Y5 V7 q N {2 C, b3 Z# E: [6 wCustodian
* U$ h% c" H& Y2 n9 j( HDebenture- m: e% L; t8 U8 S$ _
Debt! t8 n+ {4 H# V: c- {; s7 ~& z6 W
Deferral
8 b% c5 o) d& h7 J7 A) |Defined benefit pension plan
# M+ `. V7 D7 P( Z r2 Q5 i8 \3 WDefined contribution pension plan" V- }, V- o- g& R) V4 V
Discount
9 Q' m( G( @: E S, kDiscounted Pricing for Large Accounts
; U4 L' p+ f$ G' h- y* c+ Y( \Distribution History4 Q; h& z1 y0 m3 d
Distributions6 a6 I& G! y+ ?9 F* U7 Y
Diversification3 x5 E3 I* s, `+ h. |/ ]) p# b
Dividend' v* w i. q, \7 Y1 j/ @4 b* |
Dividend fund7 _8 w/ N( w) y
Dividend tax credit
. L- Q( S( h# v UDollar-cost averaging0 {% @" y: Z6 X: t* G
Dow Jones Industrial Average (DJIA)
2 R) ~- m& p# YDownside Volatility) O9 |" m# g2 b5 a( y" ?
DPSP (Deferred Profit Sharing Plan)
9 X5 U4 i C- TEarnings estimates
* i! T) D5 b2 E3 s9 H- I& rEarnings Per Share
9 b! n9 n. }! [" qEarnings statement4 q6 R/ w. S5 e2 C! i/ V. c
Educational Assistance Payment (EAP)* U! [, w' O, T' U
Education Savings Plan8 j9 f) G0 O5 i# q' Z: N
Emerging Markets
) ?1 r! q# U9 M% }# T, nEquities (Stocks) 9 D4 b/ j( @; n
Equity fund
; z; t; n. p& s/ w8 ]Fair market value
2 H; p u8 y0 U7 Z2 l! a4 a$ \# c4 tFamily RESP% ]: U( C: Z/ x" @
Fixed-Income Securities3 E) k% M' u! e9 G3 r
Front-end load
. O2 a+ U; s% I+ \, m, Y7 A# VFundamental analysis
( w3 B, ]/ T I( ?Fund Number
1 H$ A5 X; h( I$ tFutures5 M% Z# h8 q: O& g! ^0 n% E
GARP
{( m! a: ~5 H) cGrant Contribution Room
4 O" w1 t7 P! f* c# u( p1 _: ?Group RESP
5 J2 y% y0 n! V R7 q6 GGrowth funds 8 M& H, g9 Z" j: e+ _8 V6 \
Hedge" T7 E }* L _7 l% l
HRDC3 ?% m" w" @+ v w/ W" _, Q
Hurdle Rate
7 L9 B) \/ k8 D6 i" SIncome Distribution
" ]' y0 a; w& v# k! t r# G1 ZIncome funds
! X! l5 p( P7 D' ^0 R& [Index
( V4 _0 J. Q: b. g' K8 |2 VIndex fund
! T1 P( t o" Z; V* nInflation
) j( V3 }8 y6 xInformation Ratio & F5 \ x$ W4 ?
Interest
& `2 L* r+ u$ wInternational fund( T5 U' x9 {2 U0 \8 {5 G
Investment advisor+ M. h" a3 ]( C$ h6 y# y8 b7 w6 B
Investment Funds Institute of Canada (IFIC) - C5 k+ {/ e, ^& J
Leveraging
) r' i7 \$ @! f: M: Q. D* l- ~# fLiquid ; T3 F3 o, F/ P
Load ' f6 ], E' T1 ? N* [
Long Term Bond
1 w0 R( U. g" ~Low Load (LL) sales option" {( i9 I. g B* V5 Q" x
Management expense ratio
2 e6 F% w% j0 r% O9 L" VManagement Fee% }/ F* H& q1 {
Market Value of a Mutual Fund8 u$ i3 g& M% T
Maturity
1 r' N; N5 a8 _+ R- S8 B* J" vMid-cap
! A5 s/ p2 @" w& \4 JMoney market fund0 i0 P9 q8 y7 j' v
Money Market Instruments
# t1 ^' ~- |: ?- n$ K' R3 |# T6 t$ ]Moving Averages
: `4 j; A- q5 g+ s+ k6 pMutual Fund9 x1 _! P! p# p7 I4 O
NASDAQ. d3 ^8 ]4 y, s/ u7 H* O
NAVPU& h- L% J0 ~/ }
Net Asset Value
9 f1 Q4 ^1 H2 ~! E8 @" P0 Z" F" d- pNo Load4 X8 a ]6 ?& P+ v+ w( ?" N }- H' a
Open-end fund
0 ?* Z: w% T; _( q& ~4 ?" g2 N) }Options; {6 S& m! C% I- W0 K9 R9 e
Pension plan
3 _4 I+ u& W8 f: JPension adjustment
9 b/ h/ y( P" t8 |Portfolio* r( z R7 @1 p+ j' b# b- |
PortfolioPro( R! ~3 I+ Q! v: ^
Post Secondary Education Payment
+ b! }2 |5 D, Z& \Promoter" G- D5 z5 o6 Y Z
Premium6 t1 V! N- |5 q; a! z
Price-Earnings Ratio
! K' G2 c+ n1 v. LPrincipal4 R" }/ ?9 Q! q& P( H: K& v: d5 t# D
Prospectus! h$ {4 a8 `" `- S9 N
Quartile Ranking+ m1 Z/ Z0 X) L2 g# {
Registered Education Savings Plan (RESP)" s J+ B: e+ D. c+ r! \( W
RRIF (Registered Retirement Income Fund) : p8 ]6 \; p: }) [8 V
RRSP (Registered Retirement Savings Plan)
" c0 {+ l T Z7 V' ARecession
* Q& O* ]1 P; N/ JRelative Volatility
3 F' j; H w( A+ hReturn8 O5 I( K4 i5 c, |( K3 p& q) e
Risk
+ x1 j' |8 m) k0 H NRussell 2000 Index
0 B7 m( P3 E& Q1 DR-squared
' W7 p2 X" w& p$ vSales charge6 ~5 [* D& b9 A4 ]# W
Sector Fund
4 ?5 o5 J" W/ |9 ~Securities
, ~# N( R4 R6 |& u% aSecurities Act
5 ?6 i7 P! `) MSharpe Ratio2 a0 E- k! `" B; O5 d& F
Simplified prospectus9 X' q1 I* j3 U3 Z/ p5 q# D
Sortino Ratio4 ^3 o8 x1 b& g
Specialty fund
, @/ l" s" F" F1 D: z$ l( ], v, P) ]Standard and Poors 500 (S&P 500)4 \, Q; r4 J& v l- g- ~6 p
Standard Deviation $ a/ x; u+ {6 C+ O9 D
Subscriber& n! r3 V! x8 n; ~9 S, H, e
Tax credit
2 E( T- g5 f/ A8 L8 s5 F( XTax deduction
( ^4 N0 r }/ X5 \4 uTop Holdings
' `; ?/ b: k4 GTop-down investing' c% o, g2 h- ?8 K- E: Q
Transfer Fee/ V8 G% Z+ [1 {/ N& ?# q
Treasury bills (T-bills) ) d y' Z- B5 V1 \+ C
Trust * t+ ]' `5 W, N
Trustee5 I3 e5 O, H- q% e. N/ j3 l/ X
Turnover ratio
3 }3 {. I" o- O& lUnassisted Capital( e/ [: e2 M& ^1 Z+ n
Underwriter
( W; e2 `! }, A9 NUnit trust, y7 ~' L7 g+ ]- I2 }: V: s
Value funds ' K; y- D6 E3 |6 m5 H" f
Vesting' G. v; G! L+ J/ l1 q; p
Volatility
1 Q1 |3 e4 Z5 {: p: h6 }Volume
2 L n( X; ^( q' VWarrant
( X9 T2 D3 a c+ N/ ^0 m VYield
6 b, n' |! ^; R: v1 i& N; yYield curve
+ Y) z ]3 D p: ~Yield 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
