 鲜花( 0)  鸡蛋( 0)
|
Account Type
% `6 P, x# i$ u4 o. W7 W' f" YAccrued interest
4 P# r7 B: w+ k! B q1 ^! x: |Accumulation ( E4 e/ C/ ^' n
Accumulation plan# W- m: T) q& n8 s5 J
Active management
( t9 i6 J! T* \$ @Aggressive growth fund
; T. V% ?% ^6 X: y% IAlpha
( K1 _, o+ P+ \( n9 hAmount recognized 1 }7 J0 {5 d) E
Analyst
7 Q* Z! G v c2 S% Y$ v$ NAnnual effective yield / K# Y' i9 ~9 ~: T$ b4 d
Annual Maximum Payment Amount( E( t( ~2 m+ P/ M2 j
Annual Minimum Payment Amount & B0 ~5 K" g1 O% S. L; w+ `
Annual report
6 T" ?3 [; d. y- R6 v; ]( LAnnual Return
% B8 ]: }/ N. K7 t0 I1 ?% u' V. pAnnualize * y; O& @/ d/ }4 f% X
Annuitant
) ]$ ]- D+ d, V- y' I7 _2 [& d6 ZAnnuity p0 e: L0 N% ~+ g, Q [8 \
Appreciation
J+ n4 c4 b6 o8 _, G/ V" [6 pAssets
) Z4 v& ~9 E/ H5 D; X: Q `' IAsset Mix
5 w l6 z; ]% _5 t' _5 HAsset allocation ( k. t' T4 @; D: f1 ?5 s" U
Asset allocation fund
6 c" R9 D' R- vAsset classes 5 u* I5 o5 ~; h4 M$ p1 C9 O I
Assisted Capital
2 ?! | [+ T9 p g2 [2 \Automatic Conversion * b# H' N# N# n# z. L5 r: B' W7 t
Automatic reinvestment* m& M0 m2 S$ M& B0 @4 G/ p: R
Average Annual Compound Rate of Return
! x. U- X$ }1 C& t% V1 VAverage Cost per Unit/Share
% e; I: R( B6 xAverage maturity
8 Y2 Y3 A5 k, o y+ R$ yBack-end load
* D# }3 q2 @+ t* [" p2 ABalanced fund 0 ?5 i+ w) J( U v
Balance sheet 6 E/ X1 V; g" U. W' a# v0 p' O
Bank rate# |- {6 s* n' a3 K2 w7 ~/ r6 v
Basis Point 9 l, u+ k9 j/ h. S' f7 [; D; s
Bear market6 e, T. K0 R4 m- }. ~
Beneficiary
# W7 K+ ]* |1 k& P( r3 Y( F& |Beta! c" H" j$ [3 t9 X! [- q; }
Blue Chip
2 w G. i! x6 b9 r% M8 qBond , _) O6 U4 x0 z7 y3 ?2 n9 _; C0 H/ Q
Bond fund _5 H# {! U) N9 m
Book value 7 }! h, L1 q$ z9 N0 _
Bottom-up investing + h: N' Q& [ f0 B$ K+ G
Broker
" P! {( {7 R5 V% u0 a! S( N( PBull market
* m! i1 [2 w* c4 z3 S0 y( i6 l' ^Capital * _$ Z! \! |9 z
Capital Gains
6 P9 {/ x" i" R/ sCapital loss # c8 L4 g* U. H8 z# s4 k
Closed-end fund
) g* u# ^4 f- Y% VCompounding ) L% ^6 u' v$ l) v9 V6 ]
Currency Risk
4 b* X. C" {3 G. q$ F9 f) qCurrent yield # O: w5 h" ^: L# S( q
Custodian
% ^7 g+ M7 R8 G% @; |Debenture1 ]1 w$ _0 ^; b
Debt
& p4 L. [+ y6 I! g ~ Q4 kDeferral
' |4 Y5 S- k4 j iDefined benefit pension plan
2 M7 @; H9 y3 J( N1 `1 s3 J) E/ ^# A, dDefined contribution pension plan
% D5 G1 e! m3 @# q+ w z" d) |Discount
: h6 V$ ?# d7 m( TDiscounted Pricing for Large Accounts
5 R- e4 x) i& A* J [" E9 ?1 K$ cDistribution History
& R. S. A$ t* d3 z4 N. `* BDistributions
; `& T& d( }6 y$ g$ e" hDiversification
5 K$ E0 c) s9 l6 hDividend
?, u' D& g g! C; G' g' J [' `Dividend fund! u7 o+ V' v$ S1 Q% u! E5 o4 K
Dividend tax credit( r4 o d0 Y9 e
Dollar-cost averaging1 o) `9 x g6 c# S
Dow Jones Industrial Average (DJIA)
1 }% @2 D K4 O4 J+ b3 qDownside Volatility2 r( d5 a Q* E4 |
DPSP (Deferred Profit Sharing Plan)
" P/ [6 ?3 w; u! R P9 p8 b# y( YEarnings estimates
4 I* H& X6 L, a* n) JEarnings Per Share' _8 q# T& {- z+ c% I E) L
Earnings statement
) ]/ f& r$ w% k# Q" t# u% VEducational Assistance Payment (EAP)
& ^, t7 O, r4 V; JEducation Savings Plan+ h0 {# Q/ T$ a) s; M
Emerging Markets
& U' k9 w! r3 I, o' Y8 T* bEquities (Stocks)
% Q* N& H6 c9 E! ]; @6 {0 j. REquity fund
u8 A6 }9 X. K! R& ]4 HFair market value, \4 A$ V+ N. f8 l: Q; Y, e( z
Family RESP
: ]; D8 ^% _& Y( tFixed-Income Securities% T" }% q/ l. U9 @. g
Front-end load
# O0 G, T& g/ y3 rFundamental analysis" `7 S5 J/ s$ D, d" W8 K7 F
Fund Number' v6 @2 x. U q
Futures4 u3 d; [& m3 g8 A O# H C/ J
GARP0 h5 p1 B d' F H1 Z1 Z: ] ]
Grant Contribution Room
. V8 v6 u- V% MGroup RESP2 k0 G! w( C1 \
Growth funds 4 C! v4 |" j. ]. Z6 l" u
Hedge
1 d5 R+ K% ^+ t* F3 ~HRDC
. J4 s# [1 k3 r+ zHurdle Rate( w( \. E& m& I+ g
Income Distribution
# n, m' Q# e- x% D$ }! e/ Y0 wIncome funds , j* J$ j6 u5 i
Index
4 J1 x' z% r- j9 O0 ~, M% nIndex fund/ D9 c0 E9 q: t# b+ }/ l
Inflation ( c; K) o+ D I; o0 F
Information Ratio ; y3 X5 |5 @8 e$ K, n% b2 d; @9 ~; a
Interest 7 J% Y7 m h% V a3 F
International fund
9 [+ L3 l1 g E& d" Y$ {Investment advisor
; Q g; ]$ ?+ dInvestment Funds Institute of Canada (IFIC)
5 j% U+ c9 J% ^2 yLeveraging
8 `, n0 C3 G1 _6 ?Liquid
4 D* O6 r! b7 ?. B8 Z6 sLoad
& {/ s9 C" X; CLong Term Bond
. E# T4 N, y7 t+ Y8 PLow Load (LL) sales option
6 m0 a7 E4 T" s0 T2 U D+ ^Management expense ratio
M4 I3 m" f5 n/ t" [Management Fee4 V Z. a% t( Q7 v5 Z, A9 o
Market Value of a Mutual Fund
; ~% `" Q3 ?, jMaturity
4 D2 N* L. _8 @6 ?* lMid-cap
/ G0 R. K1 l! ~) P' QMoney market fund( u. D$ B! w+ J) v1 C
Money Market Instruments/ a% i& C4 ]0 H, I9 ^/ ~, `. p6 B
Moving Averages, h. ]0 Q; G: r8 ~
Mutual Fund) p Q4 M* {- |" I2 B5 ? W8 G. ^
NASDAQ
4 {# V1 f4 ^, }! Y! E1 i% hNAVPU# z( W0 K2 A8 v9 s& ^
Net Asset Value
# b. W2 G4 c+ d9 L* i* x+ GNo Load
8 C- R" J- b; P0 ]0 nOpen-end fund$ {4 W, _; B; |" @! |
Options0 ?4 q% U3 t% h c
Pension plan
0 ]: P0 B* \6 f% G4 H# t3 S0 w+ y' oPension adjustment. D7 X' s& z+ @9 ^
Portfolio
: g8 v# t; w( N) I/ m8 XPortfolioPro7 X/ x% ~7 q1 c2 j3 q4 R
Post Secondary Education Payment6 T( T1 Q0 g- [+ @- ]7 q" r+ Y
Promoter
7 l p+ Q# d v! B' pPremium; ~' e q" G. C5 H" |3 H
Price-Earnings Ratio, J! L# S. ^+ c1 ]. u
Principal. o2 n: [0 J S5 o) k
Prospectus6 T1 Z# T2 R. D+ X2 A
Quartile Ranking
0 [; V& f4 j- a7 @Registered Education Savings Plan (RESP)
, S" _& a' w" B Z) d3 @RRIF (Registered Retirement Income Fund) $ Q' c) L$ e5 @# z1 z; x- U+ t; }
RRSP (Registered Retirement Savings Plan)
1 x. m& `( C0 q' C1 [Recession
/ S, \7 H% X, U& T- c" q/ E! tRelative Volatility( N7 @/ R4 G _5 o
Return
/ ~) ~' q) E" G- y9 p* I) g) fRisk
* v* [3 k O0 W8 W* N5 U) L, l6 d$ mRussell 2000 Index % u2 o5 P& w3 ^- E
R-squared
1 b, e, A1 ^( b+ KSales charge
& p) B7 b/ k f: C7 PSector Fund ( A9 u) \0 c5 @( A" i) }4 |
Securities8 |. e5 D/ k4 F! U# x
Securities Act/ s6 ]5 L3 \) t% b
Sharpe Ratio& O/ D1 X: B, a& V2 a
Simplified prospectus( M+ u, M; S' _9 V8 ^
Sortino Ratio; T. Q4 H+ \- p2 d. ~! u( W
Specialty fund; H( V Q. u* p7 ]
Standard and Poors 500 (S&P 500)
6 [0 d9 e) f( ?% `& oStandard Deviation
/ \6 M5 A; t+ ISubscriber' G, |" S2 g/ R3 K8 n, U
Tax credit, {9 f' T* j( B2 K3 i
Tax deduction9 m9 _& h- ?& Q9 ^1 {8 g
Top Holdings
: c' `: m! n1 O% [Top-down investing2 D Q% @% y* `1 k) G' f
Transfer Fee
1 t/ U8 f7 y i* I# |, C6 H" ]- l9 jTreasury bills (T-bills) $ ~! o5 \ |6 n/ ^9 `2 U/ E
Trust : Z3 I$ D6 N5 M) }; {1 O, M, t
Trustee
5 d" w% m5 ?, y. U6 {/ h& D" ATurnover ratio
* U; Y9 y$ K4 W k0 v9 T6 ZUnassisted Capital
( Y4 A' m) n6 nUnderwriter# F( P Y0 \7 K
Unit trust9 |+ Q4 G6 N7 L+ y
Value funds
0 N" ^8 n: P+ Q" H4 Q: Z cVesting
/ U% n& Z) @3 l% t3 @Volatility! X% J" ]3 [ N& t
Volume ! x" \0 H6 V* ]" g. l( T7 b
Warrant' p4 Z j. `. n( \
Yield2 @- C" m0 F. f
Yield curve% y" @4 L; e# U
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
