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Account Type: {0 ^0 y! ?7 T
Accrued interest
' ~; j2 T2 T5 R% xAccumulation 9 l; k; }" G& ?. W4 E- X0 }
Accumulation plan7 e/ ?: l( F/ ^3 B
Active management
, j& s- L' s: P/ Q9 GAggressive growth fund ' W. W8 n) x j
Alpha" Q H! V/ [/ `# u
Amount recognized . G1 q2 `9 o' o5 C8 u
Analyst
. z% G9 Y2 Y+ c* jAnnual effective yield
$ i/ x0 e4 O7 N1 OAnnual Maximum Payment Amount; H2 B( L" T0 ^8 r- Y" t
Annual Minimum Payment Amount # A4 ?. u3 v' P( k0 A* a- N1 [
Annual report 3 I% _$ U0 j. `- g5 S
Annual Return( H- T9 v- k: x# Q6 U
Annualize 1 r* ]$ S. \! l9 p
Annuitant
6 Y! c8 ?' \' ^* w8 eAnnuity
' z# e0 s3 z0 e# z+ VAppreciation
7 y1 z& L, l3 z3 E- j( `9 jAssets
6 \$ @ l# {8 a9 R/ uAsset Mix
" o* X1 j7 H5 _Asset allocation
" o+ A- P2 h }1 P$ K) GAsset allocation fund
$ ?2 K3 a+ }7 W, P( NAsset classes 6 ~# X7 h$ N# A9 z( T
Assisted Capital 7 p% }: _% d* F. C) Y) O% Q
Automatic Conversion
. n* }" O. U) Q1 n- wAutomatic reinvestment
, V$ ]% B. }% K& A2 VAverage Annual Compound Rate of Return
) s4 ?6 f; m T& ?3 U$ C: {Average Cost per Unit/Share/ f% u! O9 e1 ?$ h0 {
Average maturity
* \! c. |2 c$ j+ V% ]! J6 hBack-end load 9 d( I. Z7 y# j7 Q) k; P- Q9 M
Balanced fund
1 R6 T& L# V1 ~# d1 v5 O* m& O- \Balance sheet ' p0 Y9 J- e% |+ B
Bank rate
' w" N9 _7 H# \/ \7 y" uBasis Point
7 O* H" l" ]* O, z4 B# z+ IBear market
/ A4 k. X% \1 R4 w$ |Beneficiary
" R, \ |) ~: K- n3 [ Q0 uBeta/ F0 }/ ?) P; K \# D0 n. ~
Blue Chip
8 F. N: P* s9 A. M* g1 {Bond
& S# B8 d$ D+ B. A- CBond fund
8 S d9 _; p; [$ O" eBook value
0 X6 M( N+ s2 x1 \/ ?Bottom-up investing
# W9 e9 x) t0 I( b# d& dBroker5 I8 A3 y9 y% l9 @5 ]
Bull market
) I( s' a# f; Z5 W7 }1 q5 Z eCapital
2 T# K5 E4 n$ r' J5 o- j* ^Capital Gains
% ^( b9 |& c7 v7 F) U _( O0 ACapital loss ' l; D$ I$ C' E7 z3 P- ?( [
Closed-end fund 1 d4 z( \. h4 F# j
Compounding ^; F! \, Z! j. b- Y& S
Currency Risk / U# o; D8 W U# N/ e' r! k
Current yield ; \1 ]' D! {* _: G) B8 ~# ]
Custodian b/ c5 j& n7 B' F
Debenture
7 _# L+ z* f+ r F% RDebt
1 v! V% a7 d1 ]5 ?* RDeferral' I6 v" u' @7 L4 c1 l) f2 ^
Defined benefit pension plan3 ~! T3 G( y) }7 R; o
Defined contribution pension plan( v, D {; f4 g0 w; x F0 J
Discount
! w* @! \0 J( Y9 _" |1 MDiscounted Pricing for Large Accounts
. S; W& _: v" U& a- e- e' MDistribution History
2 C! o+ }# \* }+ _2 x" xDistributions
$ c* r1 H) m A0 Z4 lDiversification
# X+ A- ~; a- G q$ PDividend
+ t3 _! \/ [% F( c% \$ ~Dividend fund3 X" i/ Y* X; [& S! Q% U* A
Dividend tax credit) q5 k- c) N5 S* F: o9 M5 a; D
Dollar-cost averaging
( h/ z0 {& [- I) j: ?; K# O) iDow Jones Industrial Average (DJIA)1 J7 k) h! R" A: O, h9 M- [
Downside Volatility
! Y& v0 c& Z' p7 u4 S: tDPSP (Deferred Profit Sharing Plan)
{! {5 q! H- H EEarnings estimates
9 f+ f0 L1 d! U/ eEarnings Per Share
) o1 i% S+ F; a. X, V2 V% ]Earnings statement
+ f6 C; U" Q7 E: wEducational Assistance Payment (EAP)
5 s. F* [" J# _1 p6 VEducation Savings Plan/ Y U5 {# R. h
Emerging Markets
0 O9 i1 }& ]5 E6 ^& f7 I7 REquities (Stocks) 1 O6 i! G3 C, M- R! n! G
Equity fund1 E! ^* m% F0 k% O
Fair market value
+ v" w) f: D( T2 I, C! I1 j: CFamily RESP2 @# E+ p! Z# T2 f& u; r5 V
Fixed-Income Securities9 P+ P, p0 `, ~2 a" U2 e% P0 o) Q
Front-end load
- R2 G1 e5 @8 @1 I! T* g4 _2 z9 W1 vFundamental analysis9 y! w1 x w9 ^: ^, i6 k8 F$ B+ U
Fund Number
9 x% L( U+ v! c: h) l: fFutures
& }) W+ _/ c; R7 LGARP
, f& F7 w- F9 d3 B7 E7 zGrant Contribution Room
w$ f% x- H6 bGroup RESP
: [+ B' h, j, LGrowth funds 0 r: ~/ {! k7 R I! D
Hedge
% n' C K& f" j1 h/ Q- RHRDC
4 ^/ f5 _: T9 N0 U/ BHurdle Rate
, E/ i6 ]- Y- T0 J; F% BIncome Distribution
3 j# ]6 f* c$ o. NIncome funds
" F; B6 ` o+ w5 ]1 x5 f& ZIndex0 ~5 ^5 E, g8 D) d( q" l& T J
Index fund& {* I3 Y' ] u7 D
Inflation
) r# t0 i; ^3 |. `7 [0 }3 l$ rInformation Ratio
; R3 S2 }% ]; L W& r( Q% OInterest - X* N' k; S/ ^1 n8 @% R( L* C3 D
International fund
2 A2 A! m0 X( I1 |% b/ A4 {" b" ^Investment advisor
5 D* b) Z+ D4 ]; m4 i3 k2 l" M8 {Investment Funds Institute of Canada (IFIC)
# \0 X; c9 l' y# ^) U9 T% w6 _Leveraging5 O# `/ R2 m/ {9 H
Liquid
# s+ D b0 d4 {& X; R1 ULoad ' b/ Y$ U# Y3 v* m' ?7 U+ t
Long Term Bond7 C8 ]! z9 I) B# P9 c
Low Load (LL) sales option
j1 N. P. ^* ]" b9 `& ^/ c3 mManagement expense ratio
; R8 B; P2 ]1 r- zManagement Fee
7 L7 ^" ~% M8 SMarket Value of a Mutual Fund
7 i8 X& `* d3 [Maturity
% k, s1 M9 I+ M: d Z) {Mid-cap
: L; g- T0 p# Q8 s5 i2 G$ m, {! u5 KMoney market fund% S9 B% e0 a/ h
Money Market Instruments
) W+ |2 j: f6 [: v. Y5 kMoving Averages% P; Z8 W$ j9 r) B& D1 O! j" f
Mutual Fund
: m- D4 A' ~" l, kNASDAQ
4 P% J! Q( y- {4 sNAVPU
& X8 d0 [: }' G+ uNet Asset Value
' d5 l6 X8 P$ h; h6 ?( fNo Load* {' q: i' T; K$ s8 h& V, Q) N
Open-end fund( o" f& K/ T" S8 q) V+ X" Q
Options
2 _4 T1 l3 O! \8 H' X* IPension plan% Q1 d% ~9 |4 A5 [9 e! z: J, h
Pension adjustment
2 X, x% @% f' `& M1 nPortfolio; |& F2 L1 w& ~# \1 w4 Y+ l( K. D9 ]& X
PortfolioPro8 d% n7 y$ u8 j$ K% ~1 g$ {7 i7 I4 Q- G2 n
Post Secondary Education Payment" l+ m c% c2 p, x5 G0 w7 w9 }
Promoter
( h: D: l# q; z# y4 {" q% ?. JPremium# y+ q3 ?4 B3 y/ m+ L$ I/ ^
Price-Earnings Ratio
! T2 ?1 t5 m( i1 y1 P! wPrincipal
f+ O# {2 j/ I# T+ Q. CProspectus; Z3 {: x ~5 D! G
Quartile Ranking
1 Z! U a: G% e/ mRegistered Education Savings Plan (RESP)5 ~0 ]! z! ?, J6 N' S* \1 {
RRIF (Registered Retirement Income Fund)
; |7 R C' A4 E) ?! \7 rRRSP (Registered Retirement Savings Plan)
4 b8 y2 s; Z3 M% N u$ dRecession8 ]" J3 }& g; |* x2 S
Relative Volatility5 f& o7 m, v' B5 L* _0 Y2 A
Return% Q3 C% Z% {1 M
Risk
C* u7 x: Y( m" F B% @Russell 2000 Index
6 [. l( b7 l; LR-squared, Y" h2 J: h# s9 f3 S% ~
Sales charge
* h* M- {. }& O4 I- ^3 x5 ^Sector Fund " ^" ]! ~6 c9 w# G ~
Securities2 |& v1 z+ ]5 B9 k1 l
Securities Act
m' v. Q7 v# X' F% VSharpe Ratio1 U! V" v3 J; k: c
Simplified prospectus4 U9 k+ e+ G* V! [2 ?/ @ I
Sortino Ratio4 p2 ^; W7 z! ~7 z8 ^
Specialty fund# }) s# j# I5 o7 P- [7 m
Standard and Poors 500 (S&P 500)
3 X _9 T/ W1 q; \Standard Deviation
! q6 N0 @( R2 G- U/ G" s1 \Subscriber0 r) w7 h0 U! N; E; [1 q
Tax credit
1 J7 o: B: |# `, ]2 ?+ K( aTax deduction
+ Y- k( e& {) E' XTop Holdings
$ K7 I) s4 A. `, c. X' x0 \Top-down investing2 E. _; f1 `8 S
Transfer Fee
2 B. s$ Y6 `6 ~Treasury bills (T-bills) $ v& F+ ~( r8 C6 Z5 u- O
Trust 2 n' x! @1 I- k* A7 ~7 y( N$ e
Trustee2 {; F" c9 N |, p2 N
Turnover ratio , B9 }+ d0 m3 V A
Unassisted Capital
( v% ~: A, y" X( T5 HUnderwriter9 L# y1 q# T" d% {, i5 w. C4 h4 ~
Unit trust& ]; W$ ^ T4 Z E
Value funds ' w% Z% P9 Q& d
Vesting
' ?/ n; o& S- R: a4 w6 GVolatility
+ J6 G2 Q) c+ P7 M& Y8 j n+ |9 K( wVolume 4 U0 V5 }: c: ^+ ?: e% t* b0 i
Warrant: n- I* B2 b2 d8 G( B6 R
Yield2 `4 v" Y `. n: }1 H1 |
Yield curve
+ `* i& F' K0 t& ^+ f. ]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
