 鲜花( 0)  鸡蛋( 0)
|
Account Type
/ l" m o6 q9 q3 P+ ?+ j' e3 vAccrued interest( X5 U* }' u& B- D& q, [# \
Accumulation
4 w1 u* ^7 W% Y+ t- P; O/ ~% A# \# ^Accumulation plan
6 o! S" m: [7 Q* F& z. sActive management' E ?: C/ u' A) G5 G
Aggressive growth fund 9 A0 R& f% k! p$ ]
Alpha
5 @ s: z# y v4 d- T2 A. {7 L6 S1 SAmount recognized 7 @/ W o$ O6 } `9 F- P& n
Analyst
7 T2 J) D' x: j3 Z4 V9 D- HAnnual effective yield + A1 E3 }" P0 m6 g
Annual Maximum Payment Amount8 k) e& W8 R$ n$ {& ^
Annual Minimum Payment Amount
/ U2 y* L( Y0 a1 a. iAnnual report 1 Q7 g# K9 H' l7 I: y3 C
Annual Return
; S4 R3 e5 P0 H, y5 SAnnualize
" ~. u z) a7 K v6 o9 x5 v# fAnnuitant 9 r8 q1 b. X- v( d3 M
Annuity & Y/ I6 c$ H1 ~" M8 j0 Q5 r' I& C
Appreciation
+ a9 F6 k( A, yAssets 0 G5 D$ I" Z# z7 e* c' O& X* [
Asset Mix & c" H7 U' e% {4 Q; n& }. V1 n
Asset allocation
( |9 ?' O6 p2 y) B* _/ CAsset allocation fund " E. P' g1 \2 h2 M
Asset classes
* J; b- g: C+ f) U/ UAssisted Capital 8 I K9 c8 T3 z8 F! ?
Automatic Conversion 9 r/ H- j8 h* F+ e8 M' [+ @
Automatic reinvestment
* a* G* @3 w* EAverage Annual Compound Rate of Return
, _+ ]- Y' T7 a: k0 SAverage Cost per Unit/Share; A+ R. e9 d% A$ F
Average maturity
, J! H# L, E5 H3 p/ c# eBack-end load 8 @6 ^- n8 n; J; o' l
Balanced fund
1 L4 x& {" s5 O0 k! U: U# f& J: WBalance sheet . v( n8 H6 K# t$ w+ u
Bank rate
, R8 p3 F9 F4 w2 xBasis Point
" f' b7 C7 S4 b& pBear market
4 m6 L: P- b% f* s( l1 \3 ABeneficiary
( B4 a! B$ i3 [8 W9 C' g& qBeta' {) Q" I3 u, q& o; w2 a+ I
Blue Chip . y7 {' b0 ]3 y+ @1 A! N2 z9 |8 G
Bond - ^$ C% A2 _% B: \9 A! L1 x
Bond fund
! y6 B i3 ?. TBook value
5 |. v; H* P: XBottom-up investing
& M) a) f) D/ TBroker0 h! G- ~2 [( ]9 q" k
Bull market, o' f7 D4 t7 d+ H1 ~
Capital . X- u, [6 k) c4 m5 T" L' X
Capital Gains: \' z, e1 T0 D& m. c
Capital loss 1 q5 b9 a J0 x1 M1 O t
Closed-end fund
8 z3 M" T: g" l U- n3 QCompounding
. Y& W& f+ T$ D5 _Currency Risk 7 }/ T) z% L& x5 A/ b& ^
Current yield % A: p3 `- w B6 z1 Z
Custodian
( w, J- `1 v. MDebenture
7 [$ o; }* t* O5 rDebt4 x4 Y5 |) m# O& r% I
Deferral
* c( ~6 u( K( D( |Defined benefit pension plan
# Z# X, _; H5 H6 BDefined contribution pension plan0 Z! ^1 p4 ~% h( x( e- ]
Discount1 F2 ?- r9 k! i! h
Discounted Pricing for Large Accounts
, [. X( O9 R N2 d$ Z9 D. hDistribution History
, \$ \5 K1 h2 n# {& t0 \) {Distributions
: X ]0 t, {. N. F# h* p- f% BDiversification
( N2 h5 E K: s- cDividend& K4 _2 o. j2 U# B& B
Dividend fund' ^. u3 k( Y; u" _, X
Dividend tax credit
+ ~# h/ c4 `5 `& U1 [, z' [0 }Dollar-cost averaging
, [+ z! m% e9 F$ d& P. aDow Jones Industrial Average (DJIA)( E2 ?- k! M" `* ~" N
Downside Volatility
0 K. [" B1 @7 J& `- J$ i- w* KDPSP (Deferred Profit Sharing Plan)
* a, s, z5 U! G% ~1 v1 wEarnings estimates
' T8 M+ ^; {: e3 }Earnings Per Share& @' }1 a% r" _% R
Earnings statement, m0 T# P3 ~& W" B) G3 _" J
Educational Assistance Payment (EAP)
W3 a7 B- w# X$ a: pEducation Savings Plan
+ ~; k; [+ q9 O' A! ?Emerging Markets$ n# _$ _3 F' P
Equities (Stocks) $ s8 _: n- F* e6 B0 f
Equity fund3 N$ t4 C+ }# @
Fair market value
+ Y7 Z* G5 e* uFamily RESP/ A; f4 W$ r2 X! [
Fixed-Income Securities
: P, m1 z2 r$ c9 n2 k/ L) YFront-end load- h" W( j3 Y9 A6 x6 F
Fundamental analysis, _- x+ {2 @& H% D) I3 P9 B: H
Fund Number; K. H! D* T7 l" B! C$ x
Futures% d8 r# ~9 v! s0 w$ }& r2 U6 H
GARP
9 K- J+ o( }& f: H! yGrant Contribution Room
9 k3 I. o j/ _! l KGroup RESP6 b3 `7 f4 q2 H9 p/ F( k
Growth funds
0 [. a+ u/ i9 B; v( x! UHedge# v C( `; H% l
HRDC& M' v9 O9 e0 j" Y% s! Z
Hurdle Rate
Z9 Y- {6 o3 J2 H( D4 n. ~. uIncome Distribution
- g0 H9 V; j3 uIncome funds ! P/ O0 a4 r. a) V! M( O3 p) l4 u
Index
2 S' b4 _! [3 [0 P/ i2 vIndex fund
( w( C1 Q: D/ R% y& g1 {4 F( HInflation & @4 ]2 D8 }# d* X$ F0 I
Information Ratio
: D. U4 s' K, L/ k( UInterest
2 N' j; i0 }) c5 P8 A$ a6 v" iInternational fund
/ U0 u# |; v! c- K* nInvestment advisor4 g2 C5 R Y8 L, d+ o. V7 Z
Investment Funds Institute of Canada (IFIC)
7 ?2 \) Z+ t9 g; ULeveraging
6 }& g4 L6 `, ]# @- gLiquid
" u. |/ v+ }8 ^; iLoad 1 s: W$ M/ n5 e4 Y
Long Term Bond; `9 ~- O& J, ~1 m% h- `) L& O
Low Load (LL) sales option/ ^& K' l% i H0 g
Management expense ratio
0 z5 l, w: z4 D# a& n. K% m% RManagement Fee S7 }! B6 Z9 u% u# k0 ^! _( l
Market Value of a Mutual Fund, i0 C6 v( Z6 G+ e/ V O& m
Maturity }0 d, H. {! f
Mid-cap6 }: u# V, e; m! J# x( C- m
Money market fund
t# r2 Y9 r4 h! y# [3 iMoney Market Instruments, O; O% i+ _; J& a" ~. ], ~# l
Moving Averages: T- \8 R; k: Y9 f& S
Mutual Fund
: t# _3 J4 w! M2 XNASDAQ; v7 _$ n$ r% ?! s
NAVPU2 {, b# D; l |7 z( w) g. f
Net Asset Value5 _9 ?1 e/ j' t, B$ o1 @3 [7 S
No Load
9 t& R$ j5 s2 j( i1 }5 lOpen-end fund" x7 a$ [8 \" F4 m6 M; G
Options" H6 H$ Z5 z+ l1 p/ e0 Y2 l: Y9 t8 m
Pension plan
6 C. Z, h9 X) o( nPension adjustment; f/ \* z/ O6 P) O* v, m
Portfolio
5 E! E3 a- B; c. }PortfolioPro
4 B7 R0 ^: S, I- E# |; s/ c. qPost Secondary Education Payment, I* ^9 X- \3 e, K3 P2 `& |7 R" g
Promoter* u1 v3 h- i! ~* @& z7 t: d. M
Premium S) g/ M3 ?- D8 V9 Y
Price-Earnings Ratio% E( O, {% _: A0 Y
Principal
5 p# i* N# r# g( r# ?+ X, |1 bProspectus
( z5 \4 H, p( T* q$ g w$ y8 u) PQuartile Ranking+ S s$ C- L* Z3 R% g) h: c7 b
Registered Education Savings Plan (RESP)+ S7 u. R# u- K/ k$ T: o e
RRIF (Registered Retirement Income Fund) " l' E2 Z, ?% K I3 n" c
RRSP (Registered Retirement Savings Plan) + b# a: u0 |) @* e/ \( P7 h0 n# W
Recession
* T! o4 H1 D& }/ W. uRelative Volatility
- Y7 d/ I! K4 j1 n$ T. lReturn; O/ z$ T" d6 I/ ~& Z$ U( J
Risk
6 H X, {4 t5 T$ Y2 d v" ERussell 2000 Index 9 H; Z1 o( D5 R1 U" W/ P+ K
R-squared
/ ]2 _2 a4 t; j' P) JSales charge
$ |" a: k# K' h6 [' o% l. s& n* F% BSector Fund
B( ^' X$ M. X% A4 l7 m# ?Securities+ \1 M/ f5 s; m; F
Securities Act
8 `3 N }" O ?Sharpe Ratio0 N; u- \, I4 z, ]# \
Simplified prospectus8 s- c1 {1 b3 {3 f& z5 l
Sortino Ratio
' q2 T4 L# K) F3 ^8 t' v$ bSpecialty fund% \: j7 r& z4 p& S, ~5 {
Standard and Poors 500 (S&P 500)4 ?4 j+ `! W3 B, } }% D$ z4 K, C
Standard Deviation + m: D2 T$ b& ^9 b+ m- @, }2 _: n- m* a
Subscriber5 ~, k% O! z7 y$ K2 k
Tax credit/ \1 ?0 A6 O7 W ^
Tax deduction
. g6 y' l9 J+ j+ ?$ STop Holdings
+ r- z; }3 L' G; `7 tTop-down investing
6 ?" `3 u9 q$ e. X' T; dTransfer Fee
& I, |1 v% p. \; v; }$ T2 K8 lTreasury bills (T-bills)
( ]+ `1 l) \8 ]Trust ! _ w& y+ l3 m' G3 A
Trustee
$ ^: L9 e" U) s- F( TTurnover ratio
8 Q2 P8 W: `, ]7 |Unassisted Capital
1 ^8 p( G7 h0 F' M8 ^Underwriter
% L. H4 W1 u, |2 ]2 x$ {" k4 eUnit trust
% Q" y% i, i9 _Value funds
# i# \" a- b j! \' n4 ?Vesting. ]& n+ }' S, X0 _* l: W" S
Volatility
4 j) ?, v6 q9 P4 w+ w8 K5 Q% ZVolume " N& t$ k, _9 ^: w5 s; @ @
Warrant m, t# r/ F. M3 ]# x
Yield7 p" p% p0 k' g* |
Yield curve7 N' d9 u& ~% H+ ^3 M' @) `
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
