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Account Type
/ _3 g9 @9 n1 U% S! {2 Q3 cAccrued interest. l) j& t/ W# Y
Accumulation ; M& g) U3 o6 n+ |2 i+ A7 K
Accumulation plan
" j& A' c4 Y, c U6 t) x. T) P6 iActive management
4 m4 K) H6 o( {& S) sAggressive growth fund
0 A: G+ l. L R# x6 }2 s. @Alpha
# K* j2 i2 r6 P# KAmount recognized
' W# S* s. K8 V4 [: b/ w# HAnalyst
) N. x& E @, W0 IAnnual effective yield 6 C' V0 H& J3 N( _; V$ S
Annual Maximum Payment Amount( s$ Q+ d, P5 T* C; k; {
Annual Minimum Payment Amount
% Y! G- Y2 d. c3 |! \5 ]Annual report
' S9 R. Z2 J; ^7 u/ e( y& ]8 f3 ?Annual Return! `+ |( H( w% [: _
Annualize
8 h P( ?1 N% c$ y" [9 o$ X. dAnnuitant
. l, K, i B* f0 w% X. b8 @, `Annuity 8 Y5 N. N/ ^# l$ `6 r& z. R% g, ]
Appreciation Z, P3 _" F/ m9 j, ?$ e
Assets
! \0 x" z6 J1 y& S5 h/ q! P$ y8 MAsset Mix + e: @! }( x8 G; M5 O1 u- u2 u8 B( N
Asset allocation 3 B+ r8 k: y: {' m
Asset allocation fund + M. S* U% v2 o$ l% L, a' {
Asset classes 9 f2 j/ C& Q* d1 ?- q
Assisted Capital + u+ b1 e$ D; Q$ V% n8 `& F
Automatic Conversion
3 c, N( m# Q# O+ |Automatic reinvestment
) w/ g5 h7 l1 l! BAverage Annual Compound Rate of Return
) |5 S$ ^9 s4 f O2 A) f, L: HAverage Cost per Unit/Share
9 y) ^# G5 e& c* p; n# vAverage maturity Z: |% v) ~' i7 l
Back-end load ' A1 Q! _9 _& m3 E9 i- X
Balanced fund
) `8 ]! a3 V0 D( y$ J& g. |; |3 k7 r# ]Balance sheet
& [* n& g! i. T) ~5 I$ HBank rate. o i/ L6 c9 g, K6 P* \
Basis Point
6 I& g) }$ {4 j4 ^- K. C% fBear market
/ X! U9 C% }7 X; r' }( g8 WBeneficiary 4 b6 L g6 o. u T h
Beta
9 W4 y3 Z# F) M' W7 e$ qBlue Chip
( D; [9 I" z' ?6 l1 H3 iBond ! k! J! g" E2 V
Bond fund
5 K' g. K$ q, m0 d y9 TBook value
% X8 N" {( w$ w) [5 ~Bottom-up investing
4 X3 c8 d& P! T E$ S; ?Broker) h4 K0 o& a% m3 W5 K0 x
Bull market
* D5 Q0 ]% @0 t9 b+ FCapital
+ K* e& y) _5 b0 I+ Y8 g; VCapital Gains4 ?; t( r. W% H9 {1 ~# a
Capital loss
/ v+ a h: [8 \7 [9 w4 UClosed-end fund & U8 \! R$ a0 Y- d* G+ Z- D$ i
Compounding
7 f6 s# K2 x1 V7 A( B7 GCurrency Risk
$ D5 V; y: K! ]Current yield
5 q: `9 R7 A: _' @. d' W5 p7 gCustodian
3 B9 b/ J' I( t2 h6 jDebenture
# N8 R, y# `. e6 o* t( W/ V7 o- \Debt
- M6 M% _& L+ D1 }Deferral N2 x0 h" `# O0 r4 {& Q# [
Defined benefit pension plan/ D/ Z& V( ?; i: G" _1 R2 Q$ t
Defined contribution pension plan
7 @* W3 p; b8 I% L" l- P u5 b1 KDiscount3 G4 z" p9 x! ~& x
Discounted Pricing for Large Accounts
. g' I" m Q5 @- k* i( MDistribution History
, u- G3 l; Y* b) HDistributions
4 s/ b: a% K0 R( M% RDiversification& x) S# k: F0 j& Z; S0 {9 @6 F: l
Dividend% I8 J& `' J/ ]9 l) M5 Q& n- y
Dividend fund
. ^5 K! v2 f7 o, h3 PDividend tax credit
, ]+ Z% \. q. @% C; e. rDollar-cost averaging
4 R1 k' I3 q( D; G/ b7 ADow Jones Industrial Average (DJIA)' @3 [" ~ w& ^. f
Downside Volatility5 n e9 _# s2 e, R) F4 H
DPSP (Deferred Profit Sharing Plan)9 F8 ?2 [3 g# B5 l+ d6 c
Earnings estimates
5 y5 E/ M' \! L9 h2 GEarnings Per Share+ ?3 G8 ]6 e* C$ Q
Earnings statement
8 M* P' B2 W6 jEducational Assistance Payment (EAP)
! d' _+ Z) I3 U) `4 eEducation Savings Plan
. e& d K% I4 G, DEmerging Markets
: j7 _* a& o- ?8 X4 |Equities (Stocks) $ u! e* C% D4 p- g
Equity fund
3 M' W# G1 h# A+ b' C+ Y. @: U% @Fair market value3 ?0 k$ h2 s4 X/ v( }. F+ N
Family RESP: \& {# L- @6 b% t. p% e
Fixed-Income Securities
) f3 C* K; g: B4 u, AFront-end load
/ Q: B. m) `5 } [5 m0 qFundamental analysis
# j" i# w) O% z8 M- yFund Number' B! _; `" X0 M( L% r
Futures) E( b% |4 }# V2 Q3 f9 U( F
GARP: t9 h% `, t0 P# q
Grant Contribution Room7 Z9 B5 P* d0 {
Group RESP
9 P: B/ q* @) @" s! SGrowth funds / w2 {4 A! w2 r5 M
Hedge
1 T. w! C5 g5 z% P& F9 p6 m+ OHRDC2 ]: E3 K% J& w" `( y6 R
Hurdle Rate
$ O! H. k6 n4 NIncome Distribution
% L9 _3 l, U( _- C1 PIncome funds 4 }. ^5 T; \5 ~( i7 u- H, T; [ V) S
Index
% p' [2 u$ j6 R3 I) B9 }) KIndex fund
2 {* U) e) N* R/ O% o$ CInflation ; o+ I" t' C# f9 ], c* g
Information Ratio ( D! C/ a4 B8 h
Interest : |! F8 v- _: w4 k4 s# q
International fund
/ X% O9 j" Z, `( }7 s* KInvestment advisor+ l& z& e9 B A
Investment Funds Institute of Canada (IFIC) 1 j/ }& u$ \! p( x; C/ H$ c5 p
Leveraging
! h5 L w u# R$ x- L/ t+ `Liquid
( _) H* N2 C2 Q/ D! b# k- ?. ]Load
' c0 {9 w) U- GLong Term Bond, F* t7 [) X' ]5 [
Low Load (LL) sales option% W5 F/ w" V& h( E+ U. O
Management expense ratio
t" E i6 e: }4 i9 M% e- pManagement Fee6 K9 x1 E. U6 T1 U1 L& [
Market Value of a Mutual Fund
. e0 ~; v; W4 A Z2 o5 }, O7 B6 ?Maturity
0 u) `' V& w \* `- TMid-cap
1 t% l$ e& x C& C1 x k KMoney market fund
6 h6 O( Y9 X- x( jMoney Market Instruments
- m! X1 C. e5 X! _Moving Averages
- N+ W/ C9 a" N8 U# hMutual Fund; h( \9 n7 _5 ~# M
NASDAQ( K- B* d7 u9 t
NAVPU# r$ c* V& h$ H: [$ J0 R, k) w; C
Net Asset Value& M6 X5 Z6 t+ i6 ~
No Load
$ f& W& e# D: Z/ }3 XOpen-end fund
6 I8 i1 d: Y- K4 I A" vOptions
( R$ }) ~ a; p) QPension plan
0 H F$ H' b# z- n( K, h, T$ TPension adjustment
7 v9 L7 y* Y/ {+ Z: u. KPortfolio
: w8 y" C1 m \7 b" }PortfolioPro- _; g6 L: C5 l' v' R1 {. V% p
Post Secondary Education Payment1 {" S. u& e# B8 f3 \! ]
Promoter/ Z/ ^2 j: a6 y6 J6 c
Premium
: x! `7 c7 x) }Price-Earnings Ratio" X% p2 L6 T! i' b1 I" F
Principal. s- V3 u+ A- [2 c! H1 h, R
Prospectus+ |/ V1 O7 @4 K/ s. e
Quartile Ranking8 J' I2 s q- C
Registered Education Savings Plan (RESP)
' J* i h+ U, }RRIF (Registered Retirement Income Fund)
: q8 P; w4 P0 rRRSP (Registered Retirement Savings Plan) # d/ W! Z- }8 x z
Recession
6 s" G2 x T- L( k$ JRelative Volatility
q3 H! x0 D2 tReturn
: _/ B4 B0 a9 B" CRisk ' ]5 |( D3 y2 h9 ~% S, d
Russell 2000 Index
* N+ \7 V7 }# z0 ZR-squared
- g% [0 ]) t# N. _2 j% _: cSales charge1 d' T: S4 R* C3 R& B* f- e# m
Sector Fund
" F0 ]/ O& h( i; N# M, u# RSecurities; H% O' j7 k- ^' V
Securities Act
4 ~- C0 z2 [" G5 b6 _( l, _9 r5 s/ ASharpe Ratio
; _% _3 I" R* R3 G- RSimplified prospectus
( f% L% J6 B- O, ^1 @Sortino Ratio* ?! {1 Z# W: [- E# y k
Specialty fund
) z! K; |7 I2 c0 cStandard and Poors 500 (S&P 500)) U9 n$ G! l$ q2 m2 |+ q. N: S. S
Standard Deviation , Y, M, R8 T2 x3 Z$ q/ D: ~
Subscriber5 _6 W7 [! U* H' ^4 n
Tax credit# o3 g5 ?2 W" x3 b6 \) Q4 L# J
Tax deduction7 Q+ C1 E$ Z: Z8 z: t% d: K
Top Holdings9 ^! W, s7 S7 p& z% L" G. `) F
Top-down investing
8 q9 V3 r4 z7 S. }Transfer Fee% D4 }; x6 F/ |3 o
Treasury bills (T-bills)
( q) f# i* v5 B# L6 O3 bTrust
$ J, m* p4 ~9 f8 r3 w6 V+ u6 y# iTrustee
$ |* D: i: a9 W9 o: ^Turnover ratio % m" o8 G8 X, v4 h$ b
Unassisted Capital7 X/ Z/ J; n5 `6 a6 Q) y
Underwriter$ ^1 b+ a1 m4 I$ N4 h
Unit trust
, W) g) Q2 e+ V$ t1 c5 Y8 uValue funds & d: B/ @/ J! @2 g
Vesting6 `5 l# D/ u+ @9 g" {
Volatility8 g/ u+ D" q" ]# g' }
Volume
2 P9 h' G* Z( u% S3 T( a" bWarrant% k# |( Q6 V8 s9 [; P
Yield
1 o9 N0 |, m2 d1 EYield curve* v% ?3 E- \- T
Yield 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
