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Account Type
" [2 U* \4 }# {' uAccrued interest# p/ z- r+ j/ P# M
Accumulation 2 }! ~2 [" B% |- `1 E4 ]
Accumulation plan7 c& k4 S- B3 D8 x# L5 h
Active management
* ]' c8 R0 Q: y. V' ?% f. X% j0 XAggressive growth fund , c2 |. {! y( W% G. n8 O) B# J
Alpha$ G$ J: p! p, _7 D) ?3 ?& _
Amount recognized a; C9 e+ e/ n! y
Analyst
6 Z- M& x$ ~, n: x1 BAnnual effective yield
# x5 k+ g+ S9 h+ u1 SAnnual Maximum Payment Amount8 s$ E3 ^9 K) I% x$ a
Annual Minimum Payment Amount ' u" C# ?& l( l/ }# u& F5 W
Annual report
0 [6 @: O& }5 YAnnual Return4 b7 G9 x7 j! B/ }- e0 ?3 x$ r
Annualize 5 ?) Z. n Q9 Q; I: @, E
Annuitant * u7 S9 j/ `1 V, k/ g2 \* j5 \
Annuity # A m; N. o f+ m2 U
Appreciation
7 E& p( z' C' \* }" f1 @+ MAssets
* F1 R* D9 Z9 wAsset Mix
% l) e/ W: R: Y" n, bAsset allocation n6 J' Z+ G- W# I3 ^7 }
Asset allocation fund # A2 \* F) J2 v9 q7 `" y6 Q
Asset classes
( t: W3 l ?# v$ e; B9 N+ v% I3 f2 zAssisted Capital
) M) S' _- O" N# bAutomatic Conversion 6 A/ A0 N2 {( ?9 P% U$ c- b7 W+ F5 E2 W
Automatic reinvestment# t& Y3 @: @. q2 C! r
Average Annual Compound Rate of Return ' d$ l' p4 i, {" }' b. I
Average Cost per Unit/Share1 B( s; T N/ Z) l, \2 d3 R
Average maturity
! a3 K( Q9 N% J, V: @8 | ZBack-end load ( H9 z d2 ]$ A/ V, C ]
Balanced fund 9 k0 u# u$ e, w6 x
Balance sheet ( K5 p3 s7 _5 o2 T+ @8 ]
Bank rate
+ q& d' ^. [! R$ V: ]8 wBasis Point
5 \, d9 n& }/ R1 c( i' IBear market! H- q4 o. j' ~
Beneficiary 1 P& D6 Z5 O1 q# A" @
Beta
- ]' I* Z, G6 ?- d% vBlue Chip
4 i1 ?; @. P2 `8 q4 x: e, u* eBond - v3 k* t2 K8 E' @: f
Bond fund ( ~! y9 S$ y* @9 x$ D2 A
Book value , K5 f. Q: q, Q! r
Bottom-up investing
1 P) A) T# H1 d; |0 } ~0 s/ [Broker1 s# H( _/ b2 E0 S$ W' v
Bull market
# S+ r" y" A6 {+ HCapital ) q: E1 c1 z$ y( U
Capital Gains! T+ `6 O4 J$ _: }/ R# o9 A1 L
Capital loss & b* a2 [( M; e0 ^" L
Closed-end fund 4 f$ ?% x7 f7 V( g
Compounding
9 g- f+ e% Y9 KCurrency Risk 1 J: |6 ]" V" G/ u- u+ i
Current yield ( s: S+ I( y1 `1 R# { M) o5 J- H( v
Custodian
3 x6 x0 b; e) M+ H$ _8 ^ H2 pDebenture/ j1 a2 {/ `2 E5 l
Debt
* Q# M8 m) [ L# ZDeferral
, x0 y h' p6 r: j8 X Q/ tDefined benefit pension plan* |" ~! X' l- e) P
Defined contribution pension plan
8 k, m. l# g4 ZDiscount
! {+ \6 b% o1 vDiscounted Pricing for Large Accounts
+ Z/ X$ M0 h0 V) C( bDistribution History
8 o- h2 A7 S( f: Z, A9 @: I5 B: `1 WDistributions
% s* |' p( c+ y9 XDiversification( V$ u) q+ H. T6 z) i9 M
Dividend
+ p4 O+ e7 y( D5 W0 z' tDividend fund
: M0 o/ S2 Q9 u5 J: i+ H5 h- |$ bDividend tax credit! ]+ r5 J& [! \# y/ b
Dollar-cost averaging2 M2 V% r( O2 e: G* X. N$ v( E2 G6 n
Dow Jones Industrial Average (DJIA)5 U+ {$ a% C5 ^% ^5 a+ I) A
Downside Volatility: E T' s( }6 Z
DPSP (Deferred Profit Sharing Plan)
% ?8 P4 d- b9 O, p# J- wEarnings estimates" q5 G5 E6 l/ [! _+ r2 y6 x& k
Earnings Per Share. ?' P4 |& m9 W+ z) H
Earnings statement
w/ B p: i2 _& L1 Q3 ~Educational Assistance Payment (EAP)
% r+ K6 I8 x! u# D& KEducation Savings Plan7 w4 X9 A+ h. h# r& }, `
Emerging Markets, l9 y+ {: U' p I9 m
Equities (Stocks)
( Q: O9 ]( k" o2 G1 ?Equity fund+ a$ Y# U3 t& D3 L* d
Fair market value* I; @6 n% p, Y6 {: [. p
Family RESP" y. q: U. ?# f" ^, \
Fixed-Income Securities
3 R* E& P, l, W4 K# {0 GFront-end load
2 }7 p7 l, X7 y6 i; `. Q Y& CFundamental analysis; i0 v& Z9 a2 m3 d
Fund Number! @4 Q1 V7 M% w! ~, I& @$ M5 i8 p
Futures4 ^" a2 B; E* W
GARP& u: Q0 R0 z# w2 ]( |" Z- p
Grant Contribution Room0 y% G- f* ~0 B y
Group RESP8 G2 p% a' x7 a, F3 H" a4 C# q
Growth funds
( p4 q. x \- N5 iHedge
H" g9 P1 x! g, e5 [) l, t+ WHRDC
2 m- X) {7 Q4 b* F" \/ AHurdle Rate- U: O. g" _8 f0 X, D! T. Q
Income Distribution
& R1 S+ z6 n4 r8 p& _0 |( U2 x# ~Income funds
$ O8 n$ L; W! ^$ {0 `, f7 b; X* u1 nIndex% k' A% Z" r- S4 }- k. M
Index fund2 m5 N; |& O7 X, B0 [! V" _
Inflation & E, p: G! E u6 K7 W) @ W9 \
Information Ratio
+ F u7 [3 G0 ^5 ZInterest
: h# j8 { q" Y% qInternational fund5 D& F9 F$ n r' ~9 n s
Investment advisor
: l6 w1 K4 l1 j5 yInvestment Funds Institute of Canada (IFIC) 3 r' h& E# ? k& b7 T6 R
Leveraging: H' i+ `' z/ V+ G' i$ M
Liquid
% n# E. T% y; rLoad
2 z3 F) T9 ~, j( ], U3 ^8 c PLong Term Bond+ L" m& y7 r" F9 _; b" ^& h/ l' M
Low Load (LL) sales option( ?( _7 T+ {/ K! G8 o- X2 n* t1 w
Management expense ratio! W+ L/ S `, M
Management Fee
' @3 |+ `! c( L$ I$ p3 kMarket Value of a Mutual Fund z9 j0 y+ w2 K; s1 Z7 l( v
Maturity
& A6 u8 X! a: O6 d2 ?; `Mid-cap
! ^. }7 b- e9 t3 I/ _! pMoney market fund
) c1 G* G' K8 X# R0 S" CMoney Market Instruments
# d" F" j: p0 M: UMoving Averages2 c5 o4 S. h6 \! @. C/ N. B, d
Mutual Fund
% ]! N+ R( p* `NASDAQ3 W0 ]/ \, |7 B0 m
NAVPU, R+ r7 p7 y2 w; o7 c
Net Asset Value
9 H1 }- d+ ]: X* DNo Load
/ s6 x* I; A: n) V3 d2 ?7 c. ]- |! fOpen-end fund
& m8 e& [- v) a7 ~4 d- z" |Options8 Y6 P" h+ }9 P- W* S* k
Pension plan* Y. I1 I: v# A6 a: i# B; _: N, |3 K+ Y
Pension adjustment
% s; D! [0 Y8 n4 j. PPortfolio% ?; |$ V3 ^0 O2 q! N, z
PortfolioPro
' @& c) W$ h ~Post Secondary Education Payment
/ x3 v! s- r# @* E2 TPromoter
* V) @: f, ]) A" EPremium
; u- ~6 e: ]& g0 HPrice-Earnings Ratio0 k8 {+ B' G( t2 h3 C3 N3 U) R& ~
Principal, T3 o! `$ U+ U" ]% A9 \
Prospectus7 m z+ c5 k+ Z+ ~* i) U# n
Quartile Ranking
5 N( Q$ ?, c+ Z( d7 U' l0 N' vRegistered Education Savings Plan (RESP)
0 E8 r f8 @7 g* ARRIF (Registered Retirement Income Fund)
t, f1 T2 L" O, r! k0 p9 WRRSP (Registered Retirement Savings Plan)
7 D: P5 Z1 o @2 qRecession0 b: f/ _4 ?( u7 n# x
Relative Volatility
6 i9 ]1 m% z2 V# ^/ z( EReturn# l$ J, B5 A8 J0 D# m
Risk Z L# m$ k4 U! [" s+ b4 y5 N+ \1 t
Russell 2000 Index
; t9 C- N) L* ^. C! {1 vR-squared
9 h7 K F3 `) g$ P, PSales charge
8 Z4 k7 Z8 L. s* r: @% @, Q5 Z3 JSector Fund
- {: y" m- W s* F# S d& NSecurities
) a7 Y2 p4 k. J$ [2 ^# gSecurities Act0 X+ T7 R: S+ K+ z) p
Sharpe Ratio9 `8 R) P7 T/ u& c9 i, c: N
Simplified prospectus
L; s+ G" D0 j) ~& @3 m7 DSortino Ratio
8 l" _/ G# x5 F" XSpecialty fund7 N. K# N' W8 z' m/ h
Standard and Poors 500 (S&P 500)
5 O, w L- g8 K# @ ]6 L3 c$ r. WStandard Deviation % ?$ i; ~, f( r* e: q: y- f# @1 Q
Subscriber
/ d- |, G& T' p1 w- i" oTax credit1 u% A5 {! x2 x: z* x
Tax deduction
1 G. L' y+ B: o7 Y! s4 zTop Holdings
* q: _3 q1 B$ I7 j( OTop-down investing: s! \+ H# J" @$ f
Transfer Fee7 i4 Q# e' I$ A+ U$ w: S+ G& l
Treasury bills (T-bills)
( e% }% z& n$ O1 VTrust 0 Z( m# ?7 V! R+ e3 E# e0 ~
Trustee
1 S3 n" u/ g4 L( I. fTurnover ratio
# {' E3 g" q4 m- U3 g4 R- I; vUnassisted Capital
' q9 l& K% W) Q( J3 eUnderwriter9 M/ `, C3 n( `, E
Unit trust
: {9 [* ?9 E* J+ q/ b& m. ~Value funds
U5 ^6 i" f3 e7 JVesting
6 P" Z% N W8 d2 P9 y- qVolatility
9 s; N, Y* u9 P- f8 h3 j+ v+ DVolume + n3 N; ]* D3 d. f$ W2 \, ]. ]
Warrant0 T) f/ t, X, r
Yield
( u4 e+ E1 p4 B9 KYield curve
2 {# a! {7 e5 _0 d/ [" g' k% iYield to maturity |
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狗仔卡
发表于 2008-9-22 21:19
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发表于 2008-9-23 23:22
